First Foundation Advisors Closed Holding Positions

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
INVH
Invitation Homes Inc.

Real Estate
Q2 2021 Filed on Aug 13, 2021
8,897
$32.35 - $37.95 $288K - $338K
Blackrock Munihlds Invstm Ql
Q2 2021 Filed on Aug 13, 2021
14,228
N/A
Voya Prime Rate Tr
Q2 2021 Filed on Aug 13, 2021
46,646
N/A
Texas Pac Ld Tr
Q1 2021 Filed on May 18, 2021
4,713
N/A
National Oilwell Varco Inc
Q1 2021 Filed on May 18, 2021
11,065
N/A
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q1 2021 Filed on May 18, 2021
15,612
$25.16 - $27.93 $393K - $436K
Osi ETF Tr
Q1 2021 Filed on May 18, 2021
12,400
N/A
Pico Hldgs Inc
Q1 2021 Filed on May 18, 2021
930,585
N/A
WWD
Woodward, Inc.

Industrials
Q1 2021 Filed on May 18, 2021
6,008
$110.7 - $127.12 $665K - $764K
Peoples United Financial Inc
Q1 2021 Filed on May 18, 2021
10,693
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2021 Filed on May 18, 2021
3,830
$58.58 - $62.75 $224K - $240K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q1 2021 Filed on May 18, 2021
2,878
$69.3 - $74.47 $199K - $214K
PCYO
Pure Cycle Corp

Utilities
Q1 2021 Filed on May 18, 2021
16,500
$10.67 - $14.37 $176K - $237K
AXR
Amrep Corp.

Real Estate
Q1 2021 Filed on May 18, 2021
42,856
$7.46 - $11.38 $320K - $488K
SNY
Sanofi

Healthcare
Q1 2021 Filed on May 18, 2021
10,687
$45.46 - $50.51 $486K - $540K
UTG
Reaves Utility Income Fund

Financial Services
Q1 2021 Filed on May 18, 2021
11,797
$30.98 - $33.5 $365K - $395K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 18, 2021
823,412
N/A
Indexiq ETF Tr
Q1 2021 Filed on May 18, 2021
12,326
N/A
WY
Weyerhaeuser CO

Real Estate
Q1 2021 Filed on May 18, 2021
5,978
$31.19 - $36.15 $186K - $216K
BC
Brunswick Corp

Consumer Cyclical
Q1 2021 Filed on May 18, 2021
8,221
$76.52 - $107.24 $629K - $882K
SNLN
Highland Fds I Highland/Iboxx

ETFs
Q1 2021 Filed on May 18, 2021
11,854
$16.02 - $16.24 $190K - $193K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
Q1 2021 Filed on May 18, 2021
10,144
$13.22 - $14.78 $134K - $150K
TPYP
Managed Portfolio Ser Tortoise

ETFs
Q4 2020 Filed on Feb 16, 2021
23,060
$14.86 - $18.85 $343K - $435K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
Q4 2020 Filed on Feb 16, 2021
20,368
$23.79 - $25.69 $485K - $523K
AX
Axos Financial, Inc.

Financial Services
Q4 2020 Filed on Feb 16, 2021
24,000
$23.61 - $37.71 $567K - $905K
BKT
Blackrock Income Trust, Inc.

Financial Services
Q4 2020 Filed on Feb 16, 2021
12,104
$6.01 - $6.18 $72.7K - $74.8K
Gci Liberty Inc
Q4 2020 Filed on Feb 16, 2021
34,696
N/A
SNAP
Snap Inc

Communication Services
Q4 2020 Filed on Feb 16, 2021
104,048
$26.64 - $53.33 $2.77M - $5.55M
AVB
Avalonbay Communities Inc

Real Estate
Q4 2020 Filed on Feb 16, 2021
1,428
$132.71 - $174.12 $190K - $249K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2020 Filed on Feb 16, 2021
12,382
$28.3 - $34.03 $350K - $421K
VTV
Vanguard Value ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
2,539
$101.75 - $119.15 $258K - $303K
ARCC
Ares Capital Corp

Financial Services
Q4 2020 Filed on Feb 16, 2021
11,771
$13.82 - $17.28 $163K - $203K
CSII
Cardiovascular Systems Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
6,550
$34.3 - $44.09 $225K - $289K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q3 2020 Filed on Nov 12, 2020
13,553
$10.94 - $11.59 $148K - $157K
Rlj Lodging Trust Pfd 1.95 Sr
Q3 2020 Filed on Nov 12, 2020
24,889
N/A
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q3 2020 Filed on Nov 12, 2020
38,410
$16.47 - $17.41 $633K - $669K
Consolidated Tomoka Land CO
Q2 2020 Filed on Aug 14, 2020
20,523
N/A
PCEF
Invesco Cef Income Composite E

ETFs
Q2 2020 Filed on Aug 14, 2020
24,976
$16.57 - $20.59 $414K - $514K
Alerian Mlp ETF
Q2 2020 Filed on Aug 14, 2020
58,509
N/A
LBTYK
Liberty Global PLC

Communication Services
Q2 2020 Filed on Aug 14, 2020
28,802
$14.84 - $23.35 $427K - $673K
Allergan PLC
Q2 2020 Filed on Aug 14, 2020
4,450
N/A
OXY
Occidental Petroleum Corp

Energy
Q2 2020 Filed on Aug 14, 2020
14,490
$10.74 - $24.4 $156K - $354K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
10,095
$3.3 - $3.83 $33.3K - $38.7K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q2 2020 Filed on Aug 14, 2020
2,000
$95.5 - $104.36 $191K - $209K
Tortoise Energy Infrastructure
Q2 2020 Filed on Aug 14, 2020
264,586
N/A
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
3,454
N/A
Pope Resources A Delaware LP
Q2 2020 Filed on Aug 14, 2020
3,366
N/A
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
12,511
$25.21 - $32.17 $315K - $402K
GSAT
Globalstar, Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
10,000
$0.28 - $0.4 $2.8K - $4K
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