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The Significant Changes in Forward Management, LLC Q3 2022 vs. Q4 2022 13F Holdings

Ava Hoppe | 11 May, 2023

Are you an investor? Have you been following Forward Management, LLC's 13F holdings lately? Their latest Q3 2022 vs. Q4 2022 13F holdings comparison shows some significant changes worth noting. In this article, we'll delve deeper into these changes.

First, let's explain what 13F is and who needs to file it. 13F is a form filed with the Securities and Exchange Commission (SEC) by institutional investment managers managing more than $100 million in qualifying assets. This form provides insights into what stocks these money managers are buying, selling, and holding.

Back to the changes in Forward Management, LLC's Q3 2022 vs. Q4 2022 13F holdings. Let's start with the issuer names. In Q4 2022, the company sold all its shares in SPDR SER TR, Proshares TR, SPDR S&P 500 ETF TR, RLJ Lodging TR, LXP Industrial Trust, RPT Realty, Ishares TR, EPR PPTYS, Apple Hospitality REIT Inc, Retail Opportunity Invts Cor, Prologis Inc, and Gaming & Leisure Pptys Inc.

The company also slashed its Cubesmart holdings, selling 123,000 shares in Q4 2022. Additionally, Forward Management, LLC sold all its shares in the following companies: EQUITY RESIDENTIAL, UDR Inc, Sun Cmntys Inc, Americold Realty Trust Inc, Boston Properties Inc, Farmland Partners Inc, PotlatchDeltic Corporation, Phillips Edison & Co Inc, Outfront Media Inc, Avalonbay Cmntys Inc, Alexandria Real Estate Eq In, Federal Rlty Invt TR New, Ishares TR, Equinix Inc, National Storage Affiliates, VENTAS INC, and Diamondrock Hospitality Co.

In summary, Forward Management, LLC exited some significant positions in Q4 2022, signaling a shift in their investment strategy. What does this mean for the affected companies and the broader market? That's something only time will tell.

In conclusion, following institutional investment managers' filings, such as the 13F, can provide insights into up-and-coming stocks and the changes in holdings of those already in the money managers' portfolio. This information can help investors make informed decisions about their investments.

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