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Forward Management, LLC

SEC CIK
0001385864
Latest filing
Jan 13, 2023

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 6, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
20
−3 vs. Q1 2021
Portfolio value
$907.9M
+$413.5M (+83.6%) vs. Q1 2021
Filed
Aug 6, 2021
SEC
Holdings of Forward Management, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr4642874571 3 YR TREAS BD5,085,086$438.1M48.3%+2,695,802+112.8%Added–
SPYSPDR S&P 500 ETF TrustETF726,084$310.8M34.2%+154,841+27.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF246,545$87.4M9.6%+246,545New–
WPCW. P. Carey Inc.COM112,800$8.42M0.9%+67,800+150.7%AddedHistory
STAGSTAG Industrial, Inc.COM210,000$7.86M0.9%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT29,000$7.83M0.9%+29,000NewHistory
BXPBXP, Inc.COM51,520$5.90M0.7%+200.0%AddedHistory
MGPMGM Growth Properties LLCCL A COM155,700$5.70M0.6%+155,700NewHistory
CLPRClipper Realty Inc.COM735,213$5.40M0.6%−273,972−27.1%ReducedHistory
CoreSite Realty Corp21870Q105COM37,000$4.98M0.5%+22,000+146.7%Added–
SLGSL Green Realty CorpCOM55,626$4.45M0.5%+45,039+425.4%AddedHistory
CLDTChatham Lodging TrustCOM341,506$4.39M0.5%−459,794−57.4%ReducedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN85,100$4.30M0.5%+85,100NewHistory
APLEApple Hospitality REIT, Inc.REIT223,900$3.42M0.4%+223,900NewHistory
CONECyrusOne Holdco LLCCOM38,600$2.76M0.3%+38,600NewHistory
CCICrown Castle Inc.REIT13,000$2.54M0.3%00.0%UnchangedHistory
NTSTNETSTREIT Corp.COM63,912$1.47M0.2%−286,088−81.7%ReducedHistory
ROICRetail Opportunity Investments CorpCOM42,100$743.0K0.1%+100+0.2%AddedHistory
AATAmerican Assets Trust, Inc.COM19,025$709.0K0.1%+25+0.1%AddedHistory
VREVeris Residential, Inc.COM40,400$693.0K0.1%−207,080−83.7%ReducedHistory

Sold out since Q1 2021 (9)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Forward Management, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
SBRASabra Health Care REIT, Inc.REIT272,000$4.72M1.0%History
DLRDigital Realty Trust, Inc.COM15,000$2.11M0.4%History
UDRUDR, Inc.COM30,000$1.32M0.3%History
AVBAvalonbay Communities IncCOM4,100$756.0K0.2%History
AREAlexandria Real Estate Equities, Inc.COM4,500$739.0K0.1%History
FRTFederal Realty Investment TrustSH BEN INT NEW7,200$730.0K0.1%History
EQIXEquinix IncCOM840$571.0K0.1%History
Healthpeak Properties, Inc.71943U104COM18,850$333.0K0.1%–
VTRVentas, Inc.REIT5,700$304.0K0.1%History