Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forward Management, LLC (CIK 1385864) reported $907.1M across 32 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: BIL ($345.2M, 38.06%), SH ($230.8M, 25.44%), SPY ($217.4M, 23.96%), RLJ-PA ($10.6M, 1.17%), LXP/PRC ($10.5M, 1.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SER TR | $345.2M | 38.06% | 3.8M | Trimmed |
| 2 | SH | PROSHARES TR | $230.8M | 25.44% | 13.4M | Added |
| 3 | SPY | SPDR S&P 500 ETF TR | $217.4M | 23.96% | 608,621 | New |
| 4 | RLJ-PA | RLJ LODGING TR | $10.6M | 1.17% | 430,155 | Hold |
| 5 | LXP/PRC | LXP INDUSTRIAL TRUST | $10.5M | 1.16% | 217,864 | Trimmed |
| 6 | RPT-PD | RPT REALTY | $9.5M | 1.05% | 217,011 | Trimmed |
| 7 | AOK | ISHARES TR | $7.5M | 0.83% | 230,640 | Added |
| 8 | EPR-PE | EPR PPTYS | $7.2M | 0.79% | 280,100 | Hold |
| 9 | APLE | APPLE HOSPITALITY REIT INC | $6.5M | 0.72% | 465,000 | Added |
| 10 | ROIC | RETAIL OPPORTUNITY INVTS COR | $6.2M | 0.69% | 452,270 | Added |
| 11 | PLD | PROLOGIS INC. | $5.1M | 0.57% | 50,520 | Added |
| 12 | CUBE | CUBESMART | $4.9M | 0.54% | 123,000 | Added |
| 13 | EQR | EQUITY RESIDENTIAL | $4.9M | 0.54% | 73,070 | Added |
| 14 | GLPI | GAMING & LEISURE PPTYS INC | $4.9M | 0.54% | 111,600 | Added |
| 15 | UDR | UDR INC | $4.6M | 0.51% | 110,035 | Trimmed |
| 16 | SUI | SUN CMNTYS INC | $4.3M | 0.48% | 32,000 | Added |
| 17 | COLD | AMERICOLD REALTY TRUST INC | $4.2M | 0.46% | 169,340 | Added |
| 18 | AMT | AMERICAN TOWER CORP NEW | $3.7M | 0.41% | 17,424 | Trimmed |
| 19 | BXP | BOSTON PROPERTIES INC | $3.6M | 0.39% | 47,700 | Trimmed |
| 20 | FPI | FARMLAND PARTNERS INC | $3.2M | 0.36% | 255,360 | Hold |
| 21 | PCH | POTLATCHDELTIC CORPORATION | $2.6M | 0.28% | 62,850 | Trimmed |
| 22 | PECO | PHILLIPS EDISON & CO INC | $2.2M | 0.25% | 80,000 | New |
| 23 | OUT | OUTFRONT MEDIA INC | $2.1M | 0.23% | 136,000 | New |
| 24 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $802,000 | 0.09% | 5,720 | New |
| 25 | AVB | AVALONBAY CMNTYS INC | $810,000 | 0.09% | 4,400 | New |
Source: SEC Form 13F filings · as of 2022-09-30