First Foundation Advisors

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 570
Total Value: 2399972239
Accession Number: 0001086763-25-000007
Form Type: 13F-HR
CIK: 0001086763
Manager Name: First Foundation Advisors

Data Enrichment

81% identified

463 identified107 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

570 positions • $2,399,972.239K total value

570 positions

Manager:

SEC FilingSEC DataHachi Filing

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81369Y506

2509(-3.8%)

Value:

$234.5M(+4.9%)

INTEL CORP

INTC|458140100

10164(-8.9%)

Value:

$230.8M(+3.1%)

FISERV INC

FI|337738108

1021(-0.4%)

Value:

$225.5M(+7.1%)

922908512

VOE|922908512

1400(+0.0%)

Value:

$224.8M(-0.8%)

46434V647

9254(+0.0%)

Value:

$224.5M(+1.2%)

Otis Worldwide Corp

OTIS|68902V107

2175(-10.6%)

Value:

$224.5M(-0.4%)

Trane Technologies plc

TT|G8994E103

665(+0.0%)

Value:

$224.1M(-8.8%)

316092840

4500(+0.0%)

Value:

$223.2M(-0.7%)

922042858

VWO|922042858

4834(-4.0%)

Value:

$218.8M(-1.3%)

CONOCOPHILLIPS

COP|20825C104

2073(-23.8%)

Value:

$217.7M(-19.3%)

78464A763

SDY|78464A763

1600(+0.0%)

Value:

$217.1M(+2.7%)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

1304(-29.9%)

Value:

$216.6M(-32.4%)

25434V708

DFAC|25434V708

6430(+0.0%)

Value:

$212.1M(-4.6%)

81369Y308

2561(-21.5%)

Value:

$209.2M(-18.4%)

ECOLAB INC.

ECL|278865100

816

Value:

$206.9M

464287101

761(+5.0%)

Value:

$206.1M(-1.6%)

25434V500

3444(+0.0%)

Value:

$205.8M(-8.2%)

02390A101

14295(+0.0%)

Value:

$203.3M(-0.6%)

PACKAGING CORP OF AMERICA

PKG|695156109

1017(-20.4%)

Value:

$201.4M(-29.9%)

Eaton Vance Ltd Duration Income Fund

EVV|27828H105

18611(+0.0%)

Value:

$185.7M(+2.1%)

Instrument	Shares		Other Manager	Value
(cusip81369Y506)✕	2.5K	QoQ -3.83% (-100) YoY -43.27% (-1.9K)	All Managers (Combined)	$234.5K	QoQ +4.91% (-$11.0K) YoY -43.85% (-$183.1K)
Intel Corp(INTCcusip458140100)	10.2K	QoQ -8.95% (-1.0K) YoY -16.91% (-2.1K)	All Managers (Combined)	$230.8K	QoQ +3.12% (-$7.0K) YoY -57.27% (-$309.5K)
Fiserv Inc(FIcusip337738108)	1.0K	QoQ -0.39% (-4) YoY -27.99% (-397)	All Managers (Combined)	$225.5K	QoQ +7.08% (-$14.9K) YoY -0.51% (-$1.2K)
(VOEcusip922908512)	1.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$224.8K	QoQ -0.76% (-$1.7K) YoY +2.96% (+$6.5K)
(cusip46434V647)✕	9.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$224.5K	QoQ +1.21% (+$2.7K) YoY +2.44% (+$5.4K)
Otis Worldwide Corp(OTIScusip68902V107)	2.2K	QoQ -10.60% (-258) YoY -38.48% (-1.4K)	All Managers (Combined)	$224.5K	QoQ -0.38% (-$861) YoY -36.05% (-$126.6K)
Trane Technologies Plc(TTcusipG8994E103)	665	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$224.1K	QoQ -8.78% (-$21.6K) YoY +12.23% (+$24.4K)
(cusip316092840)✕	4.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$223.2K	QoQ -0.68% (-$1.5K) YoY +9.46% (+$19.3K)
(VWOcusip922042858)	4.8K	QoQ -3.97% (-200) YoY -32.25% (-2.3K)	All Managers (Combined)	$218.8K	QoQ -1.31% (-$2.9K) YoY -26.59% (-$79.3K)
Conocophillips(COPcusip20825C104)	2.1K	QoQ -23.78% (-647) YoY -51.31% (-2.2K)	All Managers (Combined)	$217.7K	QoQ -19.28% (-$52.0K) YoY -59.83% (-$324.3K)
(SDYcusip78464A763)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$217.1K	QoQ +2.71% (+$5.7K) YoY +3.38% (+$7.1K)
Simon Property Group Inc /De/(SPGcusip828806109)	1.3K	QoQ -29.89% (-556) YoY +62.39% (+501)	All Managers (Combined)	$216.6K	QoQ -32.38% (-$103.7K) YoY +72.34% (+$90.9K)
(DFACcusip25434V708)	6.4K	QoQ 0.00% (-0) YoY -71.36% (-16.0K)	All Managers (Combined)	$212.1K	QoQ -4.62% (-$10.3K) YoY -70.43% (-$505.3K)
(cusip81369Y308)✕	2.6K	QoQ -21.46% (-700) YoY -25.00% (-854)	All Managers (Combined)	$209.2K	QoQ -18.40% (-$47.2K) YoY -19.79% (-$51.6K)
Ecolab Inc.(ECLcusip278865100)	816	QoQ NEW(+816) YoY -2.62% (-22)	All Managers (Combined)	$206.9K	QoQ NEW(+$206.9K) YoY +6.91% (-$13.4K)
(cusip464287101)✕	761	QoQ +4.96% (-36) YoY NEW(+761)	All Managers (Combined)	$206.1K	QoQ -1.58% (-$3.3K) YoY NEW(+$206.1K)
(cusip25434V500)✕	3.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$205.8K	QoQ -8.19% (-$18.4K) YoY -4.15% (-$8.9K)
(cusip02390A101)✕	14.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$203.3K	QoQ -0.62% (-$1.3K) YoY -23.79% (-$63.5K)
Packaging Corp Of America(PKGcusip695156109)	1.0K	QoQ -20.36% (-260) YoY -48.13% (-944)	All Managers (Combined)	$201.4K	QoQ -29.95% (-$86.1K) YoY -45.88% (-$170.8K)
Eaton Vance Ltd Duration Income Fund(EVVcusip27828H105)	18.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$185.7K	QoQ +2.14% (+$3.9K) YoY +2.35% (+$4.3K)