Forward Management, LLC - Q1 2024 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q1 2024
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
RETAIL OPPORTUNITY INVTS COR37Q3 20221.7%
SPDR S&P 500 ETF TR36Q3 202245.8%
STAG INDL INC34Q3 20213.9%
LXP INDUSTRIAL TRUST34Q3 20224.8%
ALEXANDRIA REAL ESTATE EQ IN34Q3 20220.3%
CHATHAM LODGING TR33Q2 20214.2%
EPR PPTYS33Q3 20222.1%
AVALONBAY CMNTYS INC33Q3 20220.8%
SABRA HEALTH CARE REIT INC32Q1 20214.1%
EPR PPTYS32Q3 20223.4%

View Forward Management, LLC's complete holdings history.

Latest significant ownerships (13-D/G)
Forward Management, LLC Q1 2024 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Clipper Realty Inc.July 12, 2021735,2134.6%
Braemar Hotels & Resorts Inc.January 16, 20191,156,0213.4%
Jernigan Capital, Inc.August 10, 2018965,1504.9%
Wheeler Real Estate Investment Trust, Inc.April 09, 2018463,6784.9%
CONSOLIDATED TOMOKA LAND COMarch 08, 2018289,6774.9%
Ashford Hospitality Prime, Inc.January 18, 20183,915,77110.9%
Chatham Lodging TrustSeptember 12, 20171,594,9824.1%
Peak Resorts IncMay 11, 2017560,6754.0%
Global X FundsJanuary 25, 201735,9404.5%
Wheeler Real Estate Investment Trust, Inc.January 25, 20174,862,4906.7%

View Forward Management, LLC's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2023-01-13
13F-HR2022-11-03
13F-HR2022-08-03
13F-HR2022-05-02
13F-HR2022-02-04
13F-HR2021-11-05
13F-HR2021-08-06
SC 13G/A2021-07-12
13F-HR2021-05-10
13F-HR2021-02-05

View Forward Management, LLC's complete filings history.

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