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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 $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 0 | 0 | Sold Out | 0.000 | -23.96% | 0.000 | +16.86% | +7.34% | 643,153.0 | ||
ARE | Alexandria Real Estate Equities Inc | 0 | 0 | Sold Out | 0.000 | -0.09% | 0.000 | -9.18% | -18.58% | 13,306.3 | REITs | |
PCH | PotlatchDeltic Corp | 0 | 0 | Sold Out | 0.000 | -0.28% | 0.000 | -5.06% | +3.88% | 3,136.8 | REITs | |
EQIX | Equinix Inc | 0 | 0 | Sold Out | 0.000 | -0.06% | 0.000 | -1.27% | -15.65% | 76,983.5 | REITs | |
ROIC | Retail Opportunity Investments Corp | 0 | 0 | Sold Out | 0.000 | -0.69% | 0.000 | +1.74% | +0.75% | 2,254.9 | REITs | |
APLE | Apple Hospitality REIT Inc | 0 | 0 | Sold Out | 0.000 | -0.72% | 0.000 | +5.72% | -18.05% | 2,883.4 | REITs | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 0 | 0 | Sold Out | 0.000 | -38.06% | 0.000 | +1.08% | +2.14% | 42,785.6 | ||
SH | ProShares Short S&P500 -1x Shares | 0 | 0 | Sold Out | 0.000 | -25.44% | 0.000 | -14.26% | -5.75% | 1,061.3 | ||
AOK |
iShares Core Conservative Allocation ETF
iShares Core Conservative Allocation ETF
| 0 | 0 | Sold Out | 0.000 | -0.83% | 0.000 | +4.94% | +6.04% | 654.4 | ||
AOM |
iShares Core Moderate Allocation ETF
iShares Core Moderate Allocation ETF
| 0 | 0 | Sold Out | 0.000 | -0.07% | 0.000 | +6.88% | +6.99% | 1,528.7 |
Forward Management, LLC's Historical Top Holdings Breakdowns
Forward Management, LLC Total Holding History ($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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