Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
0
0
2
0
1
3
4
4
6
FORWARD MANAGEMENT LLC

Time Period2018-12-31

Total Holdings46

Total Value ($x1000)324,771
Activities
New4

Increased8

Unchanged13

Decreased21

Sold Out113

Top 10 Stock Holdingstotal 68.92%
SPY23.04

SDS12.17

LXP/PC4.8

JCAP4.7

RLJ/PA4.69

 
BHR/PB4.62

CLDT4.2

CLPR3.82

BPY3.47

UBP/PG3.41

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
23.04%
TR UNIT
SDS
12.17%
ULTRASHRT S&P500
LXP/PC
4.8%
PFD CONV SER C
JCAP
4.7%
COM
RLJ/PA
4.69%
CUM CONV PFD A
BHR/PB
4.62%
5.5 CUM CV PFD B
(NOTE)
4.3%
NOTE 4.500% 3/1
CLDT
4.2%
COM
CLPR
3.82%
COM
BPY
3.47%
UNIT LTD PARTN
UBP/PG
3.41%
PFD-G CV 6.75%
STAG
3.14%
COM
EPR/PE
3.04%
CONV PFD 9% SR E
SBRA
2.66%
COM
XAN
2.5%
COM NEW
CLNY
2.35%
CL A COM
EPR/PC
2.06%
PFD C CNV 5.75%
APLE
2.04%
COM NEW
QTS/PB
1.84%
6.50% CON PFD B
(NOTE)
1.1%
NOTE 7.000% 6/1
WHLRP
0.9%
CV PFD SER B
LMRKN
0.46%
7% CNV PFD UNT C
AAT
0.3%
COM
MAA
0.28%
COM
FRT
0.27%
SH BEN INT NEW
CLI
0.27%
COM
ARE
0.26%
COM
DLR
0.26%
COM
PLD
0.26%
COM
EQIX
0.25%
COM PAR $0.001
EQR
0.25%
SH BEN INT
AKR
0.24%
COM SH BEN INT
PGRE
0.24%
COM
HHC
0.24%
COM
ROIC
0.24%
COM
INXN
0.23%
SHS
SLG
0.22%
COM
WY
0.22%
COM
NSA
0.15%
COM SHS BEN IN
WHLRD
0.15%
PFD CNV SER D
FPI
0.13%
COM
VTR
0.13%
COM
INN
0.08%
COM
AMH
< 0.01%
CL A
ARE/PD
< 0.01%
PFD CONV SER D
GEN
< 0.01%
COM
RPT/PD
2.24%
PERP PFD-D CV
ACWX
1.62%
MSCI ACWI US ETF
DDR
1.53%
COM
TCO
1.47%
COM
LXP
0.91%
COM
TSM
0.58%
SPONSORED ADR
INFY
0.53%
SPONSORED ADR
SLB
0.41%
COM
MSFT
0.38%
COM
UL
0.36%
SPON ADR NEW
NVS
0.33%
SPONSORED ADR
CYD
0.33%
COM
RHI
0.31%
COM
CMCSA
0.29%
CL A
AAPL
0.29%
COM
MMM
0.27%
COM
PFE
0.25%
COM
KLAC
0.24%
COM
CME
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
BLK
0.21%
COM
USB
0.21%
COM NEW
PSX
0.2%
COM
JPM
0.19%
COM
EWT
0.19%
MSCI TAIWAN ETF
GD
0.18%
COM
MBT
0.18%
SPONSORED ADR
SJR
0.18%
CL B CONV
CSCO
0.18%
COM
MBB
0.18%
MBS ETF
JNJ
0.18%
COM
MDT
0.16%
SHS
EMN
0.16%
COM
FMX
0.15%
SPON ADR UNITS
ETN
0.15%
SHS
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
PG
0.1%
COM
HF
0.1%
CL A
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
AVB
< 0.01%
COM
KRG
< 0.01%
COM NEW
UBS
< 0.01%
SHS
HCP
< 0.01%
COM
ESS
< 0.01%
COM
UBA
< 0.01%
CL A
TRNO
< 0.01%
COM
FCE/A
< 0.01%
COM CL A
HCN
< 0.01%
COM
ALEX
< 0.01%
COM
MAC
< 0.01%
COM
ACC
< 0.01%
COM
KIM
< 0.01%
COM
BRX
< 0.01%
COM
VNO
< 0.01%
SH BEN INT