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 | $685,534,000 |
| Change This QTR | +0.77% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1. | SPY | 614,329 | $161,660 | +58% | 23.58% | |
| 2. | AHP | 2,697,559 | $51,982 | -4% | 7.58% | |
| 3. | Jernigan Cap Inc | 1,376,000 | $24,905 | -2% | 3.63% | |
| 4. | RLJ | 910,000 | $23,096 | -12% | 3.36% | |
| 5. | EPR | 644,101 | $22,421 | 3.27% |
| Company | Symbol | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2018-04-09 | ||||
| 2018-03-08 | ||||
| 2018-01-18 | ||||
| 2018-01-18 |
