Hofer & Associates’s Marcus & Millichap MMI Stock Holding History

Hofer & Associates’s Portfolio MMI Stock Details MMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Hold	8,344	–	–	0.13%	58
2026 Q1	$222K	Hold	8,344	–	–	0.12%	60
2025 Q4	$228K	Sell	8,344 -1,362	-14%	-$39.4K	0.12%	62
2025 Q3	$285K	Buy	9,706 +2,030	+26%	+$63.8K	0.16%	46
2025 Q2	$236K	Hold	7,676	–	–	0.15%	51
2025 Q1	$264K	Hold	7,676	–	–	0.18%	51
2024 Q4	$294K	Hold	7,676	–	–	0.2%	46
2024 Q3	$304K	Hold	7,676	–	–	0.21%	44
2024 Q2	$242K	Hold	7,676	–	–	0.19%	51
2024 Q1	$262K	Hold	7,676	–	–	0.22%	45
2023 Q4	$335K	Buy	7,676 +215	+3%	+$7.14K	0.31%	38
2023 Q3	$219K	Hold	7,461	–	–	0.22%	47
2023 Q2	$235K	Buy	7,461 +829	+13%	+$25.6K	0.23%	47
2023 Q1	$228K	Hold	6,632	–	–	0.23%	47
2022 Q4	$228K	Buy	6,632 +145	+2%	+$5.15K	0.23%	47
2022 Q3	$213K	Hold	6,487	–	–	0.23%	46
2022 Q2	$240K	Buy	6,487 +145	+2%	+$6.3K	0.25%	44
2022 Q1	$334K	Buy	6,342 +714	+13%	+$34.2K	0.29%	42
2021 Q4	$290K	Buy	+5,628	New	+$262K	0.26%	43

Other funds holding MMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Hofer & Associates's MMI Position: Q2 2026 in Review

Hofer & Associates held its Marcus & Millichap (MMI) position steady in Q2 2026 at 8,344 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #58.

Hofer & Associates first reported a position in MMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $335K in Q4 2023. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

Hofer & Associates held 8,344 shares of Marcus & Millichap worth $260K as of Q2 2026.
Hofer & Associates left its Marcus & Millichap share count unchanged in Q2 2026.
Marcus & Millichap made up 0.13% of Hofer & Associates's portfolio in Q2 2026, its #58 holding.
Hofer & Associates first reported a position in Marcus & Millichap in Q4 2021 and has held it in 19 quarters since.
Hofer & Associates's Marcus & Millichap position peaked at $335K in Q4 2023.
188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.