13F Filings History of Forward Management, LLC

Latest 13F report
Q3 2022 - 03 Nov 2022
Value $
$0
Signature - Title
Paul A. Bachtold - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Forward Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forward Management, LLC reported 32 stock holdings with total value $907,108,000 as of Q3 2022. Top holdings included BIL, SH, SPY, RLJPRA, and LXPPRC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2022 0 $0 $0 -$907,108,000 -$907,108,000 13F-HR 12 Jan 2023, 21:23
Q3 2022 32 $907,108,000 +$371,256,832 -$374,965,591 -$3,708,759 BIL, SH, SPY, RLJPRA, LXPPRC 13F-HR 02 Nov 2022, 20:26
Q2 2022 27 $916,506,000 +$209,969,926 -$240,887,723 -$30,917,797 BIL, SH, DIA, LXPPRC, RLJPRA 13F-HR 02 Aug 2022, 20:58
Q1 2022 30 $958,900,000 +$841,755,015 -$915,846,024 -$74,091,009 BIL, IWD, QQQ, RPTPRD, RLJPRA 13F-HR 02 May 2022, 11:49
Q4 2021 32 $1,037,819,000 +$286,725,355 -$222,883,309 +$63,842,046 SHY, SPY, AOK, RPTPRD, LXPPRC 13F-HR 03 Feb 2022, 21:38
Q3 2021 22 $936,423,000 +$139,120,548 -$112,507,320 +$26,613,228 SHY, SPY, QQQ, DIA, WPC 13F-HR 04 Nov 2021, 19:39
Q2 2021 20 $907,903,000 +$421,579,702 -$29,665,243 +$391,914,459 SHY, SPY, QQQ, WPC, STAG 13F-HR 05 Aug 2021, 19:06
Q1 2021 23 $494,418,000 +$81,179,320 -$159,911,194 -$78,731,874 SPY, SHY, CLDT, CLPR, STAG 13F-HR 10 May 2021, 17:07
Q4 2020 27 $555,053,000 +$111,449,705 -$197,374,339 -$85,924,634 SPY, SHY, QQQ, XLY, XLV 13F-HR 05 Feb 2021, 17:26
Q3 2020 34 $602,809,000 +$407,245,753 -$358,920,756 +$48,324,997 SHY, SPY, XLY, LXPPRC, RLJPRA 13F-HR 27 Oct 2020, 17:10
Q2 2020 35 $545,707,000 +$193,746,881 -$193,239,139 +$507,742 BIL, QQQ, SPY, XLK, LXPPRC 13F-HR 05 Aug 2020, 20:10
Q1 2020 45 $513,421,000 +$285,725,467 -$286,638,543 -$913,076 BIL, QQQ, DIA, LXPPRC, RLJPRA 13F-HR 05 May 2020, 17:09
Q4 2019 47 $655,608,000 +$184,969,800 -$199,804,268 -$14,834,468 SPY, BIL, QQQ, IWM, LXPPRC 13F-HR 04 Feb 2020, 08:26
Q3 2019 50 $656,737,000 +$2,198,000 -$9,064,090 -$6,866,090 BIL, SPY, QQQ, LXPPRC, RLJPRA 13F-HR 06 Nov 2019, 16:19
Q2 2019 47 $237,846,000 +$22,796,774 -$10,306,842 +$12,489,932 LXPPRC, RLJPRA, CLDT, BHRPRB, CONSOLIDATED TOMOKA LD CO 13F-HR 15 Jul 2019, 13:43
Q1 2019 45 $672,416,000 +$375,840,437 -$62,207,200 +$313,633,237 BIL, SPY, QQQ, LXPPRC, BHRPRB 13F-HR 01 May 2019, 14:55
Q4 2018 45 $324,771,000 +$55,172,287 -$265,911,495 -$210,739,208 SPY, SDS, LXPPRC, JCAP, RLJPRA 13F-HR 01 Feb 2019, 17:21
Q3 2018 154 $590,590,000 +$92,753,008 -$126,376,470 -$33,623,462 SPY, BHRPRB, CONSOLIDATED TOMOKA LD CO, JCAP, RLJPRA 13F-HR 07 Nov 2018, 16:58
Q2 2018 168 $607,584,000 +$112,598,301 -$208,725,553 -$96,127,252 SPY, BHRPRB, SBRA, EPRPRE, JCAP 13F-HR 01 Aug 2018, 17:01
Q1 2018 188 $685,533,000 +$104,807,178 -$252,595,906 -$147,788,728 SPY, AHPPRB, JCAP, RLJPRA, EPRPRE 13F-HR 30 Apr 2018, 15:31
Q4 2017 217 $886,908,000 +$151,849,806 -$165,715,457 -$13,865,651 SPY, AHPPRB, DIA, IWM, QQQ 13F-HR 02 Feb 2018, 16:46
Q3 2017 208 $893,094,000 +$70,648,320 -$357,813,058 -$287,164,738 SPY, AHPPRB, CLNS, DIA, IWM 13F-HR 02 Nov 2017, 07:45
Q2 2017 216 $1,174,591,000 +$185,458,411 -$198,621,675 -$13,163,264 SPY, BIL, AHPPRB, DIA, CLNS 13F-HR 01 Aug 2017, 17:43
Q1 2017 182 $1,185,858,000 +$265,830,841 -$519,200,454 -$253,369,613 SPY, BIL, AHPPRB, QQQ, CLDT 13F-HR 04 May 2017, 11:07
Q4 2016 225 $1,433,153,000 +$467,489,341 -$366,055,732 +$101,433,609 IWM, SPY, BIL, AHPPRB, AMH 13F-HR 02 Feb 2017, 08:00
Q3 2016 200 $1,318,782,000 +$263,074,155 -$229,570,466 +$33,503,689 SPY, AHPPRB, BIL, QQQ, IWM 13F-HR 03 Nov 2016, 17:49
Q2 2016 223 $982,752,000 +$149,445,153 -$294,102,800 -$144,657,647 BIL, SBRA, STAG, AMH, CLDT 13F-HR 03 Aug 2016, 16:56
Q1 2016 247 $1,220,213,000 +$266,313,358 -$243,512,755 +$22,800,603 QQQ, SPY, BIL, EEM, SBRA 13F-HR 12 May 2016, 17:51
Q4 2015 260 $1,180,703,000 +$188,856,266 -$279,884,557 -$91,028,291 SPY, BIL, SBRA, IWM, QQQ 13F-HR 10 Feb 2016, 20:18
Q3 2015 266 $1,242,600,000 +$167,317,871 -$442,342,870 -$275,024,999 BIL, SPY, FSP, CLDT, SBRA 13F-HR 09 Nov 2015, 16:32
Q2 2015 314 $1,606,466,000 +$360,510,041 -$319,744,926 +$40,765,115 SPY, BIL, CLDT, SBRA, FSP 13F-HR 10 Aug 2015, 20:01
Q1 2015 363 $1,646,637,000 +$448,547,487 -$624,506,441 -$175,958,954 IWM, SPY, BIL, CLDT, FSP 13F-HR 13 May 2015, 21:23
Q4 2014 383 $1,808,327,000 +$328,970,067 -$273,356,288 +$55,613,779 SPY, BIL, STAG, CLDT, FSP 13F-HR 09 Feb 2015, 19:21
Q3 2014 388 $1,659,788,000 +$220,731,993 -$229,212,778 -$8,480,785 SPY, BIL, STAG, CLDT, QQQ 13F-HR 12 Nov 2014, 07:49
Q2 2014 354 $1,723,616,000 +$178,952,861 -$254,847,068 -$75,894,207 SPY, BIL, STAG, VRE, TCO 13F-HR 12 Aug 2014, 11:33
Q1 2014 343 $1,729,538,000 +$313,990,501 -$262,679,952 +$51,310,549 SPY, BIL, STAG, DLR, CCG 13F-HR 07 May 2014, 20:22
Q4 2013 364 $1,634,795,000 +$308,717,158 -$287,231,972 +$21,485,186 SPY, BIL, IWM, DLR, STAG Restatement 03 Mar 2014, 18:58
Q2 2013 344 $1,141,899,000 $0 $0 $0 HPT, STAG, LXP, FCHPRA, BEE Restatement 07 Mar 2014, 18:26