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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
20
0
12
0
7
5
20
10
24
FORWARD MANAGEMENT LLC

Time Period2018-09-30

Total Holdings155

Total Value ($x1000)590,597
Activities
New10

Increased9

Unchanged17

Decreased119

Sold Out23

Top 10 Stock Holdingstotal 61.25%
SPY32.7

BHR/PB7.96

JCAP3.11

RLJ/PA3.1

CLDT2.73

 
LXP/PC2.65

EPR/PE2.62

RPT/PD2.24

CLPR2.18

SBRA1.96

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
32.7%
TR UNIT
BHR/PB
7.96%
5.5 CUM CV PFD B
(NOTE)
3.21%
NOTE 4.500% 3/1
JCAP
3.11%
COM
RLJ/PA
3.1%
CUM CONV PFD A
CLDT
2.73%
COM
LXP/PC
2.65%
PFD CONV SER C
EPR/PE
2.62%
CONV PFD 9% SR E
RPT/PD
2.24%
PERP PFD-D CV
CLPR
2.18%
COM
(NOTE)
2.09%
NOTE 7.000% 6/1
SBRA
1.96%
COM
UBP/PG
1.93%
PFD-G CV 6.75%
STAG
1.91%
COM
ACWX
1.62%
MSCI ACWI US ETF
DDR
1.53%
COM
XAN
1.51%
COM NEW
TCO
1.47%
COM
APLE
1.38%
COM NEW
QTS/PB
1.25%
6.50% CON PFD B
WHLRP
1.22%
CV PFD SER B
EPR/PC
1.18%
PFD C CNV 5.75%
CLNY
1.05%
CL A COM
LXP
0.91%
COM
TSM
0.58%
SPONSORED ADR
INFY
0.53%
SPONSORED ADR
LMRKN
0.43%
7% CNV PFD UNT C
SLB
0.41%
COM
MSFT
0.38%
COM
UL
0.36%
SPON ADR NEW
WHLRD
0.36%
PFD CNV SER D
NVS
0.33%
SPONSORED ADR
CYD
0.33%
COM
RHI
0.31%
COM
CMCSA
0.29%
CL A
AAPL
0.29%
COM
PLD
0.27%
COM
MMM
0.27%
COM
PFE
0.25%
COM
CME
0.24%
COM
KLAC
0.24%
COM
WPP
0.24%
ADR
TXN
0.23%
COM
UTX
0.23%
COM
BDX
0.22%
COM
CIU
0.21%
INTERM CR BD ETF
SLG
0.21%
COM
BLK
0.21%
COM
USB
0.21%
COM NEW
PSX
0.2%
COM
JPM
0.19%
COM
EWT
0.19%
MSCI TAIWAN ETF
MBT
0.18%
SPONSORED ADR
GD
0.18%
COM
SJR
0.18%
CL B CONV
CSCO
0.18%
COM
MBB
0.18%
MBS ETF
JNJ
0.18%
COM
CLI
0.17%
COM
EQIX
0.17%
COM PAR $0.001
HHC
0.17%
COM
MAA
0.16%
COM
EQR
0.16%
SH BEN INT
INXN
0.16%
SHS
FRT
0.16%
SH BEN INT NEW
AKR
0.16%
COM SH BEN INT
ARE
0.16%
COM
PGRE
0.16%
COM
MDT
0.16%
SHS
EMN
0.16%
COM
AAT
0.16%
COM
ROIC
0.15%
COM
FMX
0.15%
SPON ADR UNITS
VTR
0.15%
COM
ETN
0.15%
SHS
DLR
0.15%
COM
HD
0.15%
COM
OMAB
0.14%
SPON ADR
WMT
0.14%
COM
CVX
0.14%
COM
AMGN
0.13%
COM
ACN
0.13%
SHS CLASS A
SBUX
0.12%
COM
PUK
0.12%
ADR
GSK
0.12%
SPONSORED ADR
IFF
0.11%
COM
WP
0.11%
CL A
POOL
0.11%
COM
JBT
0.11%
COM
FPI
0.11%
COM
PG
0.1%
COM
HF
0.1%
CL A
WY
0.1%
COM
VEEV
0.1%
CL A COM
COST
0.1%
COM
BEL
0.09%
CL A
PEP
0.09%
COM
WEX
0.09%
COM
BR
0.09%
COM
FAF
0.09%
COM
PRAH
0.08%
COM
T
0.08%
COM
MCD
0.08%
COM
NP
0.08%
COM
EVR
0.07%
CLASS A
VIRT
0.07%
CL A
MET
0.07%
COM
CASY
0.07%
COM
LFUS
0.07%
COM
GWRE
0.07%
COM
PAK
0.06%
MSCI PAKISTAN
CSFL
0.05%
COM
QGEN
0.05%
SHS NEW
STL
0.05%
COM
CLB
0.05%
COM
ROLL
0.05%
COM
ESGR
0.05%
SHS
BKI
0.05%
COM
CTLT
0.04%
COM
GOOS
0.04%
SHS SUB VTG
OC
0.04%
COM
PSA
0.04%
COM
PAYC
0.04%
COM
THRM
0.04%
COM
OLLI
0.04%
COM
BDN
0.03%
SH BEN INT NEW
MSG
0.03%
CL A
CMD
0.03%
COM
MLHR
0.03%
COM
APOG
0.03%
COM
BT
0.02%
ADR
MINT
0.01%
ENHAN SHRT MAT
ACWI
0.01%
MSCI ACWI ETF
CECE
< 0.01%
COM
NJR
< 0.01%
COM
XOM
< 0.01%
COM
SPG
< 0.01%
COM
AMH
< 0.01%
CL A
AVB
< 0.01%
COM
KRG
< 0.01%
COM NEW
ARE/PD
< 0.01%
PFD CONV SER D
UBS
< 0.01%
SHS
UBA
< 0.01%
CL A
ESS
< 0.01%
COM
FCE/A
< 0.01%
COM CL A
TRNO
< 0.01%
COM
HCP
< 0.01%
COM
ALEX
< 0.01%
COM
HCN
< 0.01%
COM
VNO
< 0.01%
SH BEN INT
MAC
< 0.01%
COM
KIM
< 0.01%
COM
BRX
< 0.01%
COM
ACC
< 0.01%
COM
GEN
< 0.01%
COM
CORR/PA
1.87%
DEP SHS REPSTG
PK
1.39%
COM
AHH
0.61%
COM
ABEV
0.23%
SPONSORED ADR
IPG
0.14%
COM
CCI
0.1%
COM
AMT
0.1%
COM
SKT
0.08%
COM
GGP
0.06%
COM
BRK.B
0.05%
CL B NEW
RBA
0.04%
COM
BKU
0.04%
COM
BX
0.03%
COM UNIT LTD
CMG
0.03%
COM
NYCB
0.02%
COM
IEV
< 0.01%
EUROPE ETF
HBC
< 0.01%
SPON ADR NEW
ENI
< 0.01%
SPONSORED ADR
TLK
< 0.01%
SPONSORED ADR
KEP
< 0.01%
SPONSORED ADR
TUR
< 0.01%
MSCI TURKEY ETF
UGP
< 0.01%
SP ADR REP COM
HMLP
< 0.01%
COM UNIT LTD