First Foundation Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$180K	Hold	12,605	–	–	0.01%	326
2025 Q4	$156K	Hold	12,605	–	–	0.01%	330
2025 Q3	$156K	Sell	12,605 -20,628	-62%	-$254K	0.01%	325
2025 Q2	$423K	Hold	33,233	–	–	0.02%	254
2025 Q1	$426K	Sell	33,233 -4,279	-11%	-$55.2K	0.02%	238
2024 Q4	$477K	Buy	37,512 +60	+0.2%	+$741	0.02%	233
2024 Q3	$412K	Sell	37,452 -545	-1%	-$5.79K	0.02%	250
2024 Q2	$393K	Sell	37,997 -3,608	-9%	-$35.7K	0.02%	247
2024 Q1	$416K	Sell	41,605 -491	-1%	-$4.44K	0.02%	243
2023 Q4	$370K	Buy	42,096 +26,873	+177%	+$225K	0.02%	258
2023 Q3	$128K	Sell	15,223 -6,603	-30%	-$56.9K	0.01%	405
2023 Q2	$178K	Sell	21,826 -2,161	-9%	-$17.8K	0.01%	391
2023 Q1	$207K	Sell	23,987 -421	-2%	-$3.69K	0.01%	360
2022 Q4	$209K	Sell	24,408 -3,055	-11%	-$26.5K	0.01%	361
2022 Q3	$222K	Hold	27,463	–	–	0.01%	335
2022 Q2	$230K	Sell	27,463 -315	-1%	-$2.85K	0.01%	354
2022 Q1	$256K	Sell	27,778 -13,678	-33%	-$116K	0.01%	361
2021 Q4	$323K	Sell	41,456 -54,134	-57%	-$442K	0.01%	332
2021 Q3	$765K	Sell	95,590 -55,185	-37%	-$440K	0.03%	222
2021 Q2	$1.34M	Sell	150,775 -48,707	-24%	-$391K	0.05%	181
2021 Q1	$1.43M	Sell	199,482 -52,759	-21%	-$365K	0.06%	162
2020 Q4	$1.45M	Sell	252,241 -272,024	-52%	-$1.46M	0.06%	155
2020 Q3	$2.09M	Sell	524,265 -126,621	-19%	-$604K	0.1%	120
2020 Q2	$3.44M	Sell	650,886 -288,268	-31%	-$1.53M	0.18%	75
2020 Q1	$3.41M	Buy	939,154 +39,317	+4%	+$425K	0.21%	69
2019 Q4	$12.5M	Sell	899,837 -54,747	-6%	-$729K	0.62%	39
2019 Q3	$13.8M	Buy	954,584 +154,170	+19%	+$2.29M	0.74%	37
2019 Q2	$12.3M	Buy	800,414 +60,875	+8%	+$949K	0.69%	39
2019 Q1	$11.9M	Buy	739,539 +494,155	+201%	+$7.75M	0.7%	38
2018 Q4	$3.38M	Buy	245,384 +75,862	+45%	+$1.21M	0.21%	77
2018 Q3	$3.03M	Buy	169,522 +92,504	+120%	+$1.73M	0.17%	86
2018 Q2	$1.45M	Buy	77,018 +4,360	+6%	+$79.3K	0.09%	129
2018 Q1	$1.2M	Buy	72,658 +1,783	+3%	+$32.6K	0.07%	144
2017 Q4	$1.35M	Buy	70,875 +48,101	+211%	+$791K	0.07%	150
2017 Q3	$414K	Buy	22,774 +5,524	+32%	+$99.2K	0.02%	218
2017 Q2	$325K	Hold	17,250	–	–	0.02%	246
2017 Q1	$362K	Buy	+17,250	New	+$355K	0.02%	240

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Foundation Advisors's KYN Position: Q1 2026 in Review

First Foundation Advisors held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 12,605 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #326.

First Foundation Advisors first reported a position in KYN in Q1 2017 and has held it in 37 quarters since. The position peaked at $13.8M in Q3 2019. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

First Foundation Advisors held 12,605 shares of Kayne Anderson Energy Infrastructure Fund worth $180K as of Q1 2026.
First Foundation Advisors left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of First Foundation Advisors's portfolio in Q1 2026, its #326 holding.
First Foundation Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2017 and has held it in 37 quarters since.
First Foundation Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $13.8M in Q3 2019.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.