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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

RTL holding history

Necessity Retail REIT, Inc. in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RTL overviewAll 13F holders of RTLFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of RTL by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−25,805−100.0%Sold outHolders
Q2 202325,805$174.4K<0.1%−15−0.1%ReducedHolders
Q1 202325,820$162.2K<0.1%00.0%UnchangedHolders
Q4 202225,820$153.1K<0.1%+15+0.1%AddedHolders
Q3 202225,805$152.0K<0.1%−128−0.5%ReducedHolders
Q2 202225,933$189.0K<0.1%+128+0.5%AddedHolders
Q1 202225,805$204.0K<0.1%+3,658+16.5%AddedHolders
Q4 202122,147$202.0K<0.1%−3,861−14.8%ReducedHolders
Q3 202126,008$209.0K<0.1%+203+0.8%AddedHolders
Q2 202125,805$219.0K<0.1%−1,453−5.3%ReducedHolders
Q1 202127,258$268.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.