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 | $513,422,000 |
| Change This QTR | +0.78% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1. | Spdr Ser Tr | 3,761,595 | $344,674 | +276% | 67.13% | |
| 2. | Invesco Qqq Tr | 223,191 | $42,496 | -33% | 8.27% | |
| 3. | DIA | 88,162 | $19,329 | NEW | 3.76% | |
| 4. | LXP | 274,060 | $12,059 | -6% | 2.34% | |
| 5. | RLJ | 560,110 | $9,802 | 1.9% |
| Company | Symbol | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2019-01-16 | ||||
| 2019-01-10 | ||||
| 2019-01-10 | ||||
| 2018-08-10 |
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