Home > Hedge Funds > Forward Management > Profile

Hedge Fund - Forward Management

J. Alan Reid, Jr. Bio, Returns, AUM, Net Worth

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 Profile

Filing Period:

Fund Name:	Forward Management
Manager	J. Alan Reid, Jr.
Portfolio Value	$494,418,000
Change This QTR	+0.89%

Top 13F Holdings

Filing Period:

Last updated on May 10, 2021 based on SEC 13F filings Last update: May 10, 2021

No.	Security	Ticker	Shares	Value (x$1000)	Activity	% Port
1.	Spdr S & P 500 Etf Trust	SPY	571,243	$226,400	-9%	45.79%
2.	Ishares Trust	IEF	2,389,284	$206,076	+51%	41.68%
3.	Chatham Lodging Trust	CLDT	801,300	$10,545	-1%	2.13%
4.	Clipper Realty Inc.	CLPR	1,009,185	$7,993	-1%	1.61%
5.	Stag Industrial Inc.	STAG	210,000	$7,058		1.42%

Latest 13D & 13G Filings

Company	Symbol	Filed By	Filing Date	Filing
Clipper Realty Inc.	CLPR	Forward Management	2021-01-13	13G Filing
Clipper Realty Inc.	CLPR	Forward Management	2020-01-09	13G Filing
Braemar Hotels & Resorts Inc.	BHR	Forward Management	2019-01-16	13G Filing
Braemar Hotels & Resorts Inc.	BHR	Forward Management	2019-01-10	13G Filing