Alan Reid's Forward Management is headquartered in San Francisco, and was founded in 1998. Forward Management has a little less than $6 billion in assets under management, and it is a multi-strategy fund with a global focus.
| Fund Name: | Forward Management |
| Manager | J. Alan Reid, Jr. |
| Portfolio Value | $958,900,000 |
| Change This QTR | +0.92% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Spdr Ser Tr | 6,744,105 | $616,614 | NEW | 64.3% | ||
| 2. | IEF | 711,619 | $118,115 | NEW | 12.31% | ||
| 3. | Invesco Qqq Tr | 242,695 | $87,987 | +8342% | 9.17% | ||
| 4. | NYSE: RPT | 231,080 | $13,700 | +1% | 1.42% | ||
| 5. | RLJ | 425,155 | $11,713 | +1% | 1.22% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2021-07-12 | ||||
| 2021-01-13 | ||||
| 2020-01-09 | ||||
| 2019-01-16 | ||||
| 2019-01-10 |
