forward management, llc
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Contact Information
forward management, llc
101 CALIFORNIA STREET, 16TH FLOOR
SAN FRANCISCO CA 94111
Business Phone: 415-869-6300 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $1,593,222,713 [1]Prior Market Value: $1,392,949,454 New Purchases: 108 stocks Additional Purchases: 106 stocks Sold out of: 37 stocks Reduced holdings in: 68 stocks Top 10 Holdings %: 49.49% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio SPDR S&P 500 26.71% SPDR Barclays Capital 1-3 Month T-Bill 6.95% STAG INDUSTRIAL, INC. 3.0% Hospitality Properties Trust 2.93% Lexington Realty Trust 2.14% Major new positions on 03/31/2013 Stock % of Portfolio Brookdale Senior Living Inc. 0.93% Chimera Investment Corporation 0.86% Healthcare Realty Trust Inc. 0.45% Liberty Property Trust 0.37% ISHARES MSCI FRONTIER 100 INDEX FUND 0.24%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio PowerShares QQQ 12.96% iShares MSCI Emerging Markets Index 5.64% Medical Properties Trust Inc. 1.41% Omega Healthcare Investors Inc. 1.23% WP CAREY & CO LLC 1.12% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-24 Form SC 13G/A 2013-03-08 Form SC 13G/A 2013-02-08 Form SC 13G/A 2013-02-08 Form SC 13G/A 2013-02-08