Curated Wealth Partners »

Marcus & Millichap shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Marcus & Millichap (MMI) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Marcus & Millichap

Tip: Access up to 7 years of quarterly data

All positions including Marcus & Millichap held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Marcus & Millichap by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $301k 152 1981.95

More positions owned by Curated Wealth Partners

S&p Global (SPGI)
Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Target Corporation (TGT)
Broadcom (AVGO)
Charles Schwab Corporation (SCHW)
Parker-Hannifin Corporation (PH)
Brightstar Lottery Shs Usd (BRSL)
Tesla Motors (TSLA)
Amphenol Corp Cl A (APH)
Cummins (CMI)
Packaging Corporation of America (PKG)
ResMed (RMD)
Abbott Laboratories (ABT)
Trane Technologies SHS (TT)

View all positions for Curated Wealth Partners

Top funds holding Marcus & Millichap

BlackRock
Vanguard Portfolio Management
Pzena Investment Management
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Schroder Investment Management Group
Tributary Capital Management
Geode Capital Management
Royce & Associates
Charles Schwab Investment Management
Two Sigma Investments
Algert Coldiron Investors
Qube Research & Technologies
DePrince Race & Zollo

View all funds holding Marcus & Millichap