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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
22
3
16
1
6
3
22
11
25
FORWARD MANAGEMENT LLC

Time Period2018-03-31

Total Holdings189

Total Value ($x1000)685,534
Activities
New18

Increased78

Unchanged21

Decreased72

Sold Out46

Top 10 Stock Holdingstotal 53.66%
SPY23.58

AHP/PB7.58

JCAP3.63

RLJ/PA3.37

EPR/PE3.27

 
SBRA3

STAG2.46

CLNS2.36

LXP/PC2.24

CLDT2.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
23.58%
TR UNIT
AHP/PB
7.58%
PFD CV SER B
JCAP
3.63%
COM
RLJ/PA
3.37%
CUM CONV PFD A
EPR/PE
3.27%
CONV PFD 9% SR E
(NOTE)
3.25%
NOTE 7.000% 6/1
SBRA
3%
COM
(NOTE)
2.95%
NOTE 4.500% 3/1
STAG
2.46%
COM
CLNS
2.36%
COM
LXP/PC
2.24%
PFD CONV SER C
CLDT
2.17%
COM
RPT/PD
1.87%
PERP PFD-D CV
CORR/PA
1.8%
DEP SHS REPSTG
UBP/PG
1.68%
PFD-G CV 6.75%
ACWX
1.49%
MSCI ACWI US ETF
RSO
1.3%
COM NEW
TCO
1.27%
COM
MINT
1.25%
ENHAN SHRT MAT
CLPR
1.23%
COM
EPR/PC
0.88%
PFD C CNV 5.75%
TSM
0.85%
SPONSORED ADR
WHLRP
0.81%
CV PFD SER B
INFY
0.75%
SPONSORED ADR
XLY
0.72%
SBI CONS DISCR
VGT
0.71%
INF TECH ETF
CYD
0.71%
COM
VIS
0.61%
INDUSTRIAL ETF
SLB
0.58%
COM
XHB
0.53%
S&P HOMEBUILD
WPP
0.47%
ADR
UL
0.47%
SPON ADR NEW
FXI
0.45%
CHINA LG-CAP ETF
PLD
0.38%
COM
XLV
0.37%
SBI HEALTHCARE
SJR
0.36%
CL B CONV
NVS
0.36%
SPONSORED ADR
XLF
0.36%
SBI INT-FINL
ABEV
0.36%
SPONSORED ADR
WHLRD
0.34%
PFD CNV SER D
MSFT
0.33%
COM
AMLP
0.29%
ALERIAN MLP
PUK
0.29%
ADR
CMCSA
0.28%
CL A
MMM
0.28%
COM
KLAC
0.26%
COM
BLK
0.26%
COM
UBS
0.25%
SHS
BEL
0.24%
CL A
AAPL
0.24%
COM
TXN
0.24%
COM
AVB
0.24%
COM
RHI
0.24%
COM
AAT
0.24%
COM
MBT
0.23%
SPONSORED ADR
CME
0.23%
COM
PGRE
0.22%
COM
UTX
0.22%
COM
EQR
0.22%
SH BEN INT
GSK
0.21%
SPONSORED ADR
SLG
0.21%
COM
USB
0.21%
COM NEW
GD
0.21%
COM
DLR
0.2%
COM
ESS
0.2%
COM
JPM
0.2%
COM
BDX
0.2%
COM
EQIX
0.2%
COM PAR $0.001
JNJ
0.19%
COM
AKR
0.19%
COM SH BEN INT
PFE
0.18%
COM
OMAB
0.18%
SPON ADR
CIU
0.18%
INTERM CR BD ETF
FCAU
0.18%
SHS
VNO
0.18%
SH BEN INT
EMN
0.18%
COM
ROIC
0.18%
COM
FMX
0.18%
SPON ADR UNITS
CSCO
0.17%
COM
ARE
0.17%
COM
EWT
0.17%
MSCI TAIWAN ETF
HD
0.16%
COM
INXN
0.16%
SHS
PSX
0.16%
COM
AMH
0.16%
CL A
UBA
0.15%
CL A
IPG
0.15%
COM
WMT
0.15%
COM
SKT
0.14%
COM
TRNO
0.14%
COM
ACN
0.14%
SHS CLASS A
ETN
0.14%
SHS
DCT
0.14%
COM NEW
VIRT
0.14%
CL A
CVX
0.14%
COM
MDT
0.13%
SHS
HF
0.13%
CL A
MSG
0.13%
CL A
KRG
0.13%
COM NEW
FCE/A
0.13%
COM CL A
MBB
0.13%
MBS ETF
AMGN
0.13%
COM
CLI
0.13%
COM
BX
0.13%
COM UNIT LTD
SBUX
0.12%
COM
GOV
0.12%
COM SHS BEN INT
POOL
0.12%
COM
HHC
0.12%
COM
JBT
0.12%
COM
GGP
0.12%
COM
XLB
0.12%
SBI MATERIALS
ALEX
0.11%
COM
VNQ
0.11%
REIT ETF
HCP
0.11%
COM
MAC
0.11%
COM
BR
0.11%
COM
VTR
0.11%
COM
FAF
0.11%
COM
HCN
0.1%
COM
COST
0.1%
COM
PG
0.1%
COM
JBHT
0.09%
COM
LFUS
0.09%
COM
WP
0.09%
CL A
WHR
0.09%
COM
KNX
0.09%
CL A
NP
0.08%
COM
IVZ
0.08%
SHS
TWX
0.08%
COM NEW
OC
0.08%
COM
GEN
0.08%
COM
KKR
0.08%
COM UNITS
CSFL
0.08%
COM
PEP
0.08%
COM
MCD
0.08%
COM
STL
0.07%
COM
WEX
0.07%
COM
CG
0.07%
COM UTS LTD PTN
PAK
0.07%
MSCI PAKISTAN
BRK.B
0.07%
CL B NEW
VEEV
0.07%
CL A COM
EVR
0.07%
CLASS A
PRAH
0.07%
COM
FPI
0.06%
COM
CAH
0.06%
COM
MET
0.06%
COM
DDR
0.06%
COM
CASY
0.06%
COM
GWRE
0.05%
COM
BT
0.05%
ADR
BRX
0.05%
COM
GOOS
0.05%
SHS SUB VTG
KIM
0.05%
COM
CLB
0.05%
COM
MON
0.05%
COM
QGEN
0.05%
SHS NEW
BKI
0.04%
COM
ACC
0.04%
COM
ESGR
0.04%
SHS
CTLT
0.04%
COM
BDN
0.04%
SH BEN INT NEW
CMCT
0.04%
COM
CMG
0.04%
COM
PSA
0.03%
COM
AYI
0.03%
COM
BKU
0.03%
COM
RBA
0.03%
COM
SU
0.03%
COM
GE
0.03%
COM
THRM
0.03%
COM
HMLP
0.02%
COM UNIT LTD
NYCB
0.02%
COM
MLHR
0.02%
COM
APOG
0.02%
COM
DIS
0.01%
COM DISNEY
IXUS
0.01%
CORE MSCITOTAL
NJR
< 0.01%
COM
UGP
< 0.01%
SP ADR REP COM
ENI
< 0.01%
SPONSORED ADR
CECE
< 0.01%
COM
IEV
< 0.01%
EUROPE ETF
XOM
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
TUR
< 0.01%
MSCI TURKEY ETF
TLK
< 0.01%
SPONSORED ADR
KEP
< 0.01%
SPONSORED ADR
CZZ
< 0.01%
SHS A
IJR
< 0.01%
CORE S&P SCP ETF
DST
< 0.01%
COM
DIA
4.12%
UT SER 1
IWM
3.84%
RUSSELL 2000 ETF
QQQ
3.81%
UNIT SER 1
AIV
2.44%
CL A
EEM
1.89%
MSCI EMG MKT ETF
GDX
1.88%
GOLD MINERS ETF
EFA
1.87%
MSCI EAFE ETF
NSA
0.66%
COM SHS BEN IN
ARE/PD
0.44%
PFD CONV SER D
AHP
0.26%
COM
COR
0.26%
COM
XLU
0.25%
SBI INT-UTILS
BKD
0.18%
COM
TA
0.12%
COM
WY
0.09%
COM
SPG
0.08%
COM
MRT
0.07%
COM
VNTV
0.06%
CL A
COO
0.05%
COM NEW
XIV
0.05%
INVRS VIX STERM
VAR
0.04%
COM
SFI
0.03%
COM
GCC
0.02%
SHS BEN INT
HYG
0.02%
IBOXX HI YD ETF
IIIN
0.02%
COM
EMB
0.02%
JP MOR EM MK ETF
LQD
0.02%
IBOXX INV CP ETF
IVV
0.01%
CORE S&P500 ETF
TMF
0.01%
20YR TRES BULL
VEA
0.01%
FTSE DEV MKT ETF
IJH
0.01%
CORE S&P MCP ETF
BHF
0.01%
COM
ACWI
0.01%
MSCI ACWI ETF
DVY
< 0.01%
SELECT DIVID ETF
IJT
< 0.01%
SP SMCP600GR ETF
FM
< 0.01%
MSCI FRNTR100ETF
DVYE
< 0.01%
EM MKTS DIV ETF
AAXJ
< 0.01%
MSCI AC ASIA ETF
SCZ
< 0.01%
EAFE SML CP ETF
IVW
< 0.01%
S&P 500 GRWT ETF
IWC
< 0.01%
MICRO-CAP ETF
MCHI
< 0.01%
CHINA ETF
IEMG
< 0.01%
CORE MSCI EMKT
PICK
< 0.01%
MSCI GBL ETF NEW
BKF
< 0.01%
MSCI BRIC INDX
ILF
< 0.01%
LATN AMER 40 ETF