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Forward Management, LLC13F | |
Forward Management, LLC | |
Last update 1970-01-01 | 0 Stocks (0 new) |
Value $- | Turnover 0 % |
Forward Management, LLC Top Holdings of 2022-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 0 | 0 | Sold Out | 0.000 | -23.96% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
ARE | Alexandria Real Estate Equities Inc | 0 | 0 | Sold Out | 0.000 | -0.09% | 0.000 | +9.73% | -12.21% | 14,159.6 | REITs | |
PCH | PotlatchDeltic Corp | 0 | 0 | Sold Out | 0.000 | -0.28% | 0.000 | +8.27% | +8.70% | 3,282.2 | REITs | |
EQIX | Equinix Inc | 0 | 0 | Sold Out | 0.000 | -0.06% | 0.000 | -1.11% | -14.66% | 77,884.5 | REITs | |
ROIC | Retail Opportunity Investments Corp | 0 | 0 | Sold Out | 0.000 | -0.69% | 0.000 | +1.74% | +0.75% | 2,254.9 | REITs | |
APLE | Apple Hospitality REIT Inc | 0 | 0 | Sold Out | 0.000 | -0.72% | 0.000 | +9.33% | -14.67% | 3,002.4 | REITs | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 0 | 0 | Sold Out | 0.000 | -38.06% | 0.000 | +1.05% | +2.34% | 41,778.1 | ||
SH | ProShares Short S&P500 -1x Shares | 0 | 0 | Sold Out | 0.000 | -25.44% | 0.000 | -14.56% | -6.76% | 1,177.9 | ||
AOK |
iShares Core Conservative Allocation ETF
iShares Core Conservative Allocation ETF
| 0 | 0 | Sold Out | 0.000 | -0.83% | 0.000 | +6.31% | +6.47% | 635.6 | ||
AOM |
iShares Core Moderate Allocation ETF
iShares Core Moderate Allocation ETF
| 0 | 0 | Sold Out | 0.000 | -0.07% | 0.000 | +7.97% | +7.50% | 1,536.3 |
Forward Management, LLC's Historical Top Holdings Breakdowns
Forward Management, LLC Total Holding History ($B)
Forward Management, LLC's Asset Allocation
Forward Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Forward Management, LLC's Hypothetical Growth since 2022-12-31
Forward Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Forward Management, LLC News
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