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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
Q3 		– Sell
-8,344
Closed -$260K – 110
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Hofer & Associates's MMI Position: Q3 2026 in Review

Hofer & Associates sold out of Marcus & Millichap (MMI) in Q3 2026, closing a stake of 8,344 shares — an estimated $260K sold.

Hofer & Associates first reported a position in MMI in Q4 2021 and held it in 19 quarters. The position peaked at $335K in Q4 2023. 14 funds tracked by Wall St. Rank hold MMI as of Q3 2026.

  • Hofer & Associates reported no remaining Marcus & Millichap position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 8,344 Marcus & Millichap shares in Q3 2026, an estimated $260K.
  • Hofer & Associates first reported a position in Marcus & Millichap in Q4 2021 and held it in 19 quarters.
  • Hofer & Associates's Marcus & Millichap position peaked at $335K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.