First Foundation Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.6M	Buy	40,542 +2,747	+7%	+$252K	0.14%	95
2025 Q4	$3.34M	Buy	37,795 +724	+2%	+$65.1K	0.13%	105
2025 Q3	$3.39M	Buy	37,071 +498	+1%	+$45.2K	0.13%	111
2025 Q2	$3.26M	Sell	36,573 -3,004	-8%	-$265K	0.12%	111
2025 Q1	$3.58M	Sell	39,577 -9,005	-19%	-$817K	0.15%	100
2024 Q4	$4.33M	Buy	48,582 +3,496	+8%	+$330K	0.16%	93
2024 Q3	$4.39M	Sell	45,086 -435	-1%	-$40.1K	0.17%	85
2024 Q2	$3.81M	Buy	45,521 +5,031	+12%	+$415K	0.15%	84
2024 Q1	$3.5M	Buy	40,490 +5,724	+16%	+$489K	0.14%	87
2023 Q4	$3.07M	Sell	34,766 -3,005	-8%	-$238K	0.14%	91
2023 Q3	$2.86M	Buy	37,771 +1,826	+5%	+$151K	0.13%	98
2023 Q2	$3M	Sell	35,945 -5,195	-13%	-$426K	0.13%	109
2023 Q1	$3.42M	Sell	41,140 -5,296	-11%	-$455K	0.16%	90
2022 Q4	$3.83M	Sell	46,436 -10,836	-19%	-$898K	0.18%	92
2022 Q3	$4.59M	Sell	57,272 -754	-1%	-$70.5K	0.22%	77
2022 Q2	$5.29M	Sell	58,026 -12,161	-17%	-$1.21M	0.23%	71
2022 Q1	$7.61M	Sell	70,187 -5,061	-7%	-$536K	0.27%	66
2021 Q4	$8.73M	Buy	75,248 +1,752	+2%	+$191K	0.3%	66
2021 Q3	$7.48M	Buy	73,496 +6,369	+9%	+$675K	0.28%	67
2021 Q2	$6.83M	Buy	67,127 +18,879	+39%	+$1.87M	0.26%	70
2021 Q1	$4.43M	Buy	48,248 +6,503	+16%	+$572K	0.19%	78
2020 Q4	$3.54M	Buy	41,745 +2,215	+6%	+$184K	0.16%	89
2020 Q3	$3.12M	Buy	39,530 +3,503	+10%	+$281K	0.14%	87
2020 Q2	$2.83M	Sell	36,027 -3,452	-9%	-$262K	0.15%	90
2020 Q1	$2.76M	Sell	39,479 -12,343	-24%	-$1.08M	0.17%	86
2019 Q4	$4.81M	Buy	51,822 +27,649	+114%	+$2.56M	0.24%	70
2019 Q3	$2.25M	Buy	24,173 +652	+3%	+$59.2K	0.12%	112
2019 Q2	$2.06M	Buy	23,521 +2,112	+10%	+$185K	0.12%	114
2019 Q1	$1.86M	Sell	21,409 -1,358	-6%	-$112K	0.11%	119
2018 Q4	$1.7M	Sell	22,767 -2,825	-11%	-$223K	0.11%	119
2018 Q3	$2.06M	Buy	25,592 +8,045	+46%	+$662K	0.11%	111
2018 Q2	$1.43M	Sell	17,547 -10,490	-37%	-$813K	0.08%	132
2018 Q1	$2.12M	Sell	28,037 -32,735	-54%	-$2.51M	0.12%	107
2017 Q4	$5.04M	Buy	60,772 +39,133	+181%	+$3.28M	0.27%	61
2017 Q3	$1.8M	Sell	21,639 -1,579	-7%	-$132K	0.1%	108
2017 Q2	$1.93M	Buy	23,218 +4,847	+26%	+$404K	0.11%	111
2017 Q1	$1.52M	Sell	18,371 -40,762	-69%	-$3.38M	0.09%	120
2016 Q4	$4.88M	Buy	59,133 +29,513	+100%	+$2.4M	0.32%	63
2016 Q3	$2.57M	Buy	29,620 +56	+0.2%	+$5K	0.18%	88
2016 Q2	$2.62M	Sell	29,564 -13,800	-32%	-$1.16M	0.19%	81
2016 Q1	$3.63M	Sell	43,364 -103,527	-70%	-$8.06M	0.26%	71
2015 Q4	$11.7M	Buy	+146,891	New	+$11.6M	0.8%	43
2015 Q3	–	Sell	-8,722	Closed	-$651K	–	258
2015 Q2	$651K	Buy	8,722 +4,862	+126%	+$389K	0.05%	135
2015 Q1	$325K	Sell	3,860 -124,310	-97%	-$10.6M	0.03%	182
2014 Q4	$10.4M	Buy	+128,170	New	+$10.1M	0.91%	42
2014 Q1	–	Sell	-3,228	Closed	-$208K	–	216
2013 Q4	$208K	Sell	3,228 -4,107	-56%	-$275K	0.03%	171
2013 Q3	$485K	Buy	+7,335	New	+$498K	0.08%	95

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

First Foundation Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 7.3% in Q1 2026, buying an estimated $252K and bringing the position to 40,542 shares worth $3.6M. The position accounts for 0.14% of the portfolio, ranked #95.

First Foundation Advisors first reported a position in VNQ in Q3 2013 and has held it in 47 quarters since. The position peaked at $11.7M in Q4 2015. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

First Foundation Advisors held 40,542 shares of Vanguard Real Estate ETF worth $3.6M as of Q1 2026.
First Foundation Advisors bought 2,747 Vanguard Real Estate ETF shares in Q1 2026, an estimated $252K.
Vanguard Real Estate ETF made up 0.14% of First Foundation Advisors's portfolio in Q1 2026, its #95 holding.
First Foundation Advisors first reported a position in Vanguard Real Estate ETF in Q3 2013 and has held it in 47 quarters since.
First Foundation Advisors's Vanguard Real Estate ETF position peaked at $11.7M in Q4 2015.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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