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Disclosery

FIRST FOUNDATION ADVISORS: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST FOUNDATION ADVISORS on IJR, newest first. How the timeline and the estimate are built.

FIRST FOUNDATION ADVISORS held 57,062 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,062 shares
    Change vs previous 13F +5,006 shares

    0.3% of the 13F portfolio, value $8,462,855.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,056 shares
    Change vs previous 13F +44,072 shares

    0.26% of the 13F portfolio, value $6,471,115.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,984 shares
    Change vs previous 13F -128 shares

    0.04% of the 13F portfolio, value $959,560.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,112 shares
    Change vs previous 13F -1,426 shares

    0.04% of the 13F portfolio, value $963,921.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,538 shares
    Change vs previous 13F -98 shares

    0.04% of the 13F portfolio, value $1,042,447.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,636 shares
    Change vs previous 13F -316 shares

    0.04% of the 13F portfolio, value $1,007,640.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,952 shares
    Change vs previous 13F +77 shares

    0.04% of the 13F portfolio, value $1,146,715.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,875 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,155,031.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).