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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.
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Small
Growth
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6
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FORWARD MANAGEMENT LLC

Time Period2019-06-30

Total Holdings48

Total Value ($x1000)565,943
Activities
New4

Increased4

Unchanged22

Decreased18

Sold Out2

Top 10 Stock Holdingstotal 72.83%
SPY29.86

BIL19.16

QQQ5.91

GDX3.05

LXP/PC2.94

 
RLJ/PA2.78

CLDT2.57

BHR/PB2.56

UBP/PG2.05

EPR/PE1.95

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SEC 13F
Filing
Detail
Sort:
SPY
29.86%
TR UNIT
BIL
19.16%
SPDR BLOOMBERG
QQQ
5.91%
UNIT SER 1
GDX
3.05%
GOLD MINERS ETF
LXP/PC
2.94%
PFD CONV SER C
RLJ/PA
2.78%
CUM CONV PFD A
CLDT
2.57%
COM
BHR/PB
2.56%
5.5 CUM CV PFD B
(NOTE)
2.31%
NOTE 4.500% 3/1
UBP/PG
2.05%
PFD-G CV 6.75%
EPR/PE
1.95%
CONV PFD 9% SR E
JCAP
1.93%
COM
CLPR
1.9%
COM
SBRA
1.83%
COM
BPY
1.71%
UNIT LTD PARTN
STAY
1.69%
UNIT 99/99/9999B
APLE
1.66%
COM NEW
VNO
1.62%
SH BEN INT
XAN
1.62%
COM NEW
CLNY
1.44%
CL A COM
EPR/PC
1.41%
PFD C CNV 5.75%
BDN
1.38%
SH BEN INT NEW
HCP
1.33%
COM
QTS/PB
1.24%
6.50% CON PFD B
STAG
1.12%
COM
BRX
0.21%
COM
PLD
0.19%
COM
MAA
0.18%
COM
INXN
0.18%
SHS
ARE
0.17%
COM
HHC
0.17%
COM
FRT
0.17%
SH BEN INT NEW
EQR
0.16%
SH BEN INT
DLR
0.16%
COM
AKR
0.16%
COM SH BEN INT
PGRE
0.15%
COM
WY
0.15%
COM
AVB
0.15%
COM
ROIC
0.14%
COM
SLG
0.12%
COM
FPI
0.11%
COM
EQIX
0.11%
COM PAR $0.001
NSA
0.1%
COM SHS BEN IN
VTR
0.09%
COM
AAT
0.08%
COM
INN
0.06%
COM
ARE/PD
< 0.01%
PFD CONV SER D
GEN
< 0.01%
COM
CLI
0.15%
COM
WHLRP
0.12%
CV PFD SER B