First Foundation Advisors’s Digital Realty Trust DLR Stock Holding History

First Foundation Advisors’s Portfolio DLR Stock Details DLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,280	Closed	-$346K	–	335
2018 Q1	$346K	Buy	+3,280	New	+$346K	0.02%	248
2017 Q3	–	Sell	-1,900	Closed	-$215K	–	319
2017 Q2	$215K	Sell	1,900 -3,595	-65%	-$411K	0.01%	289
2017 Q1	$585K	Hold	5,495	–	–	0.04%	190
2016 Q4	$540K	Hold	5,495	–	–	0.04%	194
2016 Q3	$534K	Sell	5,495 -300	-5%	-$30.5K	0.04%	189
2016 Q2	$632K	Buy	5,795 +934	+19%	+$88.7K	0.05%	168
2016 Q1	$430K	Buy	4,861 +1,168	+32%	+$94.6K	0.03%	187
2015 Q4	$279K	Buy	+3,693	New	+$266K	0.02%	236

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Foundation Advisors's DLR Position: Q2 2018 in Review

First Foundation Advisors sold out of Digital Realty Trust (DLR) in Q2 2018, closing a stake of 3,280 shares — an estimated $346K sold.

First Foundation Advisors first reported a position in DLR in Q4 2015 and held it in 8 quarters. The position peaked at $632K in Q2 2016. 649 funds tracked by Wall St. Rank hold DLR as of Q2 2018.

First Foundation Advisors reported no remaining Digital Realty Trust position as of Q2 2018 after selling out during the quarter.
First Foundation Advisors sold 3,280 Digital Realty Trust shares in Q2 2018, an estimated $346K.
First Foundation Advisors first reported a position in Digital Realty Trust in Q4 2015 and held it in 8 quarters.
First Foundation Advisors's Digital Realty Trust position peaked at $632K in Q2 2016.
649 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2018.

Based on First Foundation Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.