FFA
EQC

First Foundation Advisors’s Equity Commonwealth EQC Stock Holding History

First Foundation Advisors’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-79,187
Closed -$1.52M – 460
2023
Q4 		$1.52M Sell
79,187
-14
-0% -$265 0.07% 137
2023
Q3 		$1.45M Buy
79,201
+7,501
+10% +$146K 0.07% 149
2023
Q2 		$1.45M Sell
71,700
-23,060
-24% -$477K 0.06% 150
2023
Q1 		$1.96M Buy
+94,760
New +$2.2M 0.09% 128
2021
Q3 		– Sell
-15,530
Closed -$407K – 476
2021
Q2 		$407K Sell
15,530
-15,750
-50% -$438K 0.02% 316
2021
Q1 		$870K Hold
31,280
– – 0.04% 218
2020
Q4 		$854K Buy
+31,280
New +$834K 0.04% 206

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Foundation Advisors's EQC Position: Q1 2024 in Review

First Foundation Advisors sold out of Equity Commonwealth (EQC) in Q1 2024, closing a stake of 79,187 shares — an estimated $1.52M sold.

First Foundation Advisors first reported a position in EQC in Q4 2020 and held it in 7 quarters. The position peaked at $1.96M in Q1 2023. 264 funds tracked by Wall St. Rank hold EQC as of Q1 2024.

  • First Foundation Advisors reported no remaining Equity Commonwealth position as of Q1 2024 after selling out during the quarter.
  • First Foundation Advisors sold 79,187 Equity Commonwealth shares in Q1 2024, an estimated $1.52M.
  • First Foundation Advisors first reported a position in Equity Commonwealth in Q4 2020 and held it in 7 quarters.
  • First Foundation Advisors's Equity Commonwealth position peaked at $1.96M in Q1 2023.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.