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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
21
2
13
0
7
3
22
10
22
FORWARD MANAGEMENT LLC

Time Period2018-06-30

Total Holdings168

Total Value ($x1000)607,584
Activities
New14

Increased45

Unchanged16

Decreased93

Sold Out35

Top 10 Stock Holdingstotal 54.04%
SPY20.87

BHR/PB8.18

SBRA3.81

EPR/PE3.41

JCAP3.36

 
STAG3.16

RLJ/PA3.04

CLNY2.95

CLDT2.7

LXP/PC2.56

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
20.87%
TR UNIT
BHR/PB
8.18%
5.5 CUM CV PFD B
SBRA
3.81%
COM
EPR/PE
3.41%
CONV PFD 9% SR E
JCAP
3.36%
COM
(NOTE)
3.18%
NOTE 4.500% 3/1
STAG
3.16%
COM
RLJ/PA
3.04%
CUM CONV PFD A
CLNY
2.95%
CL A COM
CLDT
2.7%
COM
LXP/PC
2.56%
PFD CONV SER C
AMH
2.41%
CL A
RPT/PD
2.13%
PERP PFD-D CV
(NOTE)
2.12%
NOTE 7.000% 6/1
UBP/PG
1.87%
PFD-G CV 6.75%
CORR/PA
1.87%
DEP SHS REPSTG
ACWX
1.56%
MSCI ACWI US ETF
XAN
1.55%
COM NEW
TCO
1.43%
COM
CLPR
1.41%
COM
PK
1.39%
COM
EPR/PC
1.06%
PFD C CNV 5.75%
WHLRP
1.03%
CV PFD SER B
INFY
0.76%
SPONSORED ADR
SLB
0.72%
COM
TSM
0.65%
SPONSORED ADR
CYD
0.64%
COM
AHH
0.61%
COM
WPP
0.51%
ADR
LMRKN
0.48%
7% CNV PFD UNT C
UL
0.48%
SPON ADR NEW
SJR
0.41%
CL B CONV
MSFT
0.37%
COM
NVS
0.36%
SPONSORED ADR
PLD
0.35%
COM
CMCSA
0.31%
CL A
WHLRD
0.31%
PFD CNV SER D
RHI
0.3%
COM
MMM
0.3%
COM
TXN
0.29%
COM
KLAC
0.28%
COM
AAPL
0.28%
COM
BLK
0.26%
COM
DLR
0.26%
COM
CME
0.26%
COM
BEL
0.26%
CL A
UTX
0.26%
COM
PUK
0.25%
ADR
PSA
0.25%
COM
USB
0.24%
COM NEW
AAT
0.24%
COM
PGRE
0.24%
COM
EQR
0.24%
SH BEN INT
BDX
0.24%
COM
ABEV
0.23%
SPONSORED ADR
AVB
0.23%
COM
SPG
0.23%
COM
EQIX
0.22%
COM PAR $0.001
JPM
0.22%
COM
INXN
0.22%
SHS
GSK
0.22%
SPONSORED ADR
SLG
0.22%
COM
PFE
0.21%
COM
ROIC
0.2%
COM
PSX
0.2%
COM
GD
0.2%
COM
CIU
0.2%
INTERM CR BD ETF
EMN
0.2%
COM
CSCO
0.2%
COM
VTR
0.2%
COM
OMAB
0.19%
SPON ADR
ESS
0.19%
COM
MBT
0.19%
SPONSORED ADR
HD
0.19%
COM
UBA
0.19%
CL A
JNJ
0.18%
COM
EWT
0.18%
MSCI TAIWAN ETF
ACN
0.18%
SHS CLASS A
MDT
0.18%
SHS
CVX
0.18%
COM
FMX
0.18%
SPON ADR UNITS
AKR
0.17%
COM SH BEN INT
CLI
0.17%
COM
TRNO
0.17%
COM
ARE
0.16%
COM
AMGN
0.16%
COM
FCE/A
0.16%
COM CL A
ETN
0.16%
SHS
WMT
0.16%
COM
MBB
0.15%
MBS ETF
KRG
0.14%
COM NEW
POOL
0.14%
COM
IPG
0.14%
COM
COST
0.13%
COM
HCP
0.13%
COM
VNO
0.12%
SH BEN INT
HCN
0.12%
COM
HHC
0.12%
COM
LFUS
0.12%
COM
PG
0.11%
COM
VIRT
0.11%
CL A
SBUX
0.11%
COM
CCI
0.1%
COM
AMT
0.1%
COM
WP
0.1%
CL A
WEX
0.1%
COM
FAF
0.1%
COM
IFF
0.1%
COM
BR
0.09%
COM
EVR
0.09%
CLASS A
HF
0.09%
CL A
JBT
0.09%
COM
NP
0.09%
COM
PEP
0.09%
COM
MCD
0.09%
COM
PRAH
0.08%
COM
VEEV
0.08%
CL A COM
SKT
0.08%
COM
MAC
0.08%
COM
FPI
0.07%
COM
CSFL
0.07%
COM
GWRE
0.07%
COM
CASY
0.07%
COM
PAK
0.07%
MSCI PAKISTAN
MET
0.06%
COM
BRX
0.06%
COM
CLB
0.06%
COM
KIM
0.06%
COM
STL
0.06%
COM
QGEN
0.06%
SHS NEW
GGP
0.06%
COM
BKI
0.06%
COM
ACC
0.05%
COM
OC
0.05%
COM
BT
0.05%
ADR
T
0.05%
COM
CTLT
0.05%
COM
ESGR
0.05%
SHS
BRK.B
0.05%
CL B NEW
GOOS
0.04%
SHS SUB VTG
BDN
0.04%
SH BEN INT NEW
CMD
0.04%
COM
RBA
0.04%
COM
THRM
0.04%
COM
BKU
0.04%
COM
MSG
0.04%
CL A
BX
0.03%
COM UNIT LTD
APOG
0.03%
COM
MLHR
0.03%
COM
CMG
0.03%
COM
GEN
0.02%
COM
NYCB
0.02%
COM
MINT
0.01%
ENHAN SHRT MAT
ACWI
< 0.01%
MSCI ACWI ETF
CECE
< 0.01%
COM
NJR
< 0.01%
COM
XOM
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
IEV
< 0.01%
EUROPE ETF
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
ARE/PD
< 0.01%
PFD CONV SER D
UBS
< 0.01%
SHS
ALEX
< 0.01%
COM
AHP/PB
7.58%
PFD CV SER B
CLNS
2.36%
COM
RSO
1.3%
COM NEW
XLY
0.72%
SBI CONS DISCR
VGT
0.71%
INF TECH ETF
VIS
0.61%
INDUSTRIAL ETF
XHB
0.53%
S&P HOMEBUILD
FXI
0.45%
CHINA LG-CAP ETF
XLV
0.37%
SBI HEALTHCARE
XLF
0.36%
SBI INT-FINL
AMLP
0.29%
ALERIAN MLP
FCAU
0.18%
SHS
DCT
0.14%
COM NEW
GOV
0.12%
COM SHS BEN INT
XLB
0.12%
SBI MATERIALS
VNQ
0.11%
REIT ETF
JBHT
0.09%
COM
WHR
0.09%
COM
KNX
0.09%
CL A
IVZ
0.08%
SHS
TWX
0.08%
COM NEW
KKR
0.08%
COM UNITS
CG
0.07%
COM UTS LTD PTN
CAH
0.06%
COM
DDR
0.06%
COM
MON
0.05%
COM
CMCT
0.04%
COM
AYI
0.03%
COM
SU
0.03%
COM
GE
0.03%
COM
DIS
0.01%
COM DISNEY
IXUS
0.01%
CORE MSCITOTAL
CZZ
< 0.01%
SHS A
IJR
< 0.01%
CORE S&P SCP ETF
DST
< 0.01%
COM