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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return