Investor Forward Management, LLC
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Forward Management, LLC . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2021-07-12 13G/A CLPR / Clipper Realty Inc. 1,009,685 735,213
2021-01-13 13G/A CLPR / Clipper Realty Inc. 972,017 1,009,685
2020-01-09 13G/A CLPR / Clipper Realty Inc. 950,000 972,017
2019-01-16 13G/A BHR / Braemar Hotels & Resorts Inc. 1,156,021 1,156,021
2019-01-10 13G/A BHR / Braemar Hotels & Resorts Inc. 1,156,021
2019-01-10 13G/A CLPR / Clipper Realty Inc. 1,009,496 950,000
2018-08-10 13G/A / Jernigan Capital, Inc. 1,403,300 965,150
2018-04-09 13G/A WHLR / Wheeler Real Estate Investment Trust, Inc. 538,563 463,678
2018-03-08 13G/A CTO / CTO Realty Growth, Inc. 296,803 289,677
2018-01-18 13G/A WHLR / Wheeler Real Estate Investment Trust, Inc. 4,862,490 538,563
2018-01-18 13G CLPR / Clipper Realty Inc. 1,009,496
2018-01-18 13G CTO / CTO Realty Growth, Inc. 296,803
2018-01-18 13G/A BHR / Braemar Hotels & Resorts Inc. 3,723,280 3,915,771
2018-01-18 13G/A / Jernigan Capital, Inc. 1,440,000 1,403,300
2017-09-12 13G/A CLDT / Chatham Lodging Trust 2,040,738 1,594,982
2017-07-07 13G / Jernigan Capital, Inc. 1,440,000
2017-05-11 13G/A SKIS / Peak Resorts, Inc. 1,252,000 560,675
2017-01-25 13G/A PAK / Global X Funds - Global X MSCI Pakistan ETF 35,940 35,940
2017-01-25 13G CLDT / Chatham Lodging Trust 2,040,738
2017-01-25 13G WHLR / Wheeler Real Estate Investment Trust, Inc. 4,862,490
2017-01-25 13G/A AND / Global X FTSE Andean 40 ETF 35,940 35,940
2017-01-25 13G/A SKIS / Peak Resorts, Inc. 1,252,571 1,252,000
2017-01-25 13G/A BHR / Braemar Hotels & Resorts Inc. 3,674,280 3,723,280
2016-04-22 13G BHR / Braemar Hotels & Resorts Inc. 3,674,280
2016-04-22 13G/A SKIS / Peak Resorts, Inc. 0 1,252,571
2016-04-12 13G/A NSA / National Storage Affiliates Trust 2,026,100 1,055,387
2016-03-09 13G/A SKIS / Peak Resorts, Inc. 1,297,571 0
2016-03-09 13G/A GRH / GreenHunter Resources, Inc. 2,416,697 0
2016-01-11 13G/A PAK / Global X Funds - Global X MSCI Pakistan ETF 35,940 35,940
2016-01-11 13G NSA / National Storage Affiliates Trust 2,026,100
2016-01-11 13G/A SKIS / Peak Resorts, Inc. 1,297,571 1,297,571
2016-01-11 13G/A CCG / Cheche Group Inc. 1,637,764
2016-01-11 13G/A AND / Global X FTSE Andean 40 ETF 35,940
2016-01-11 13G GRH / GreenHunter Resources, Inc. 2,416,697
2015-11-10 13G/A BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 1,071,393
2015-11-10 13G/A ELG / SPDR Series Trust 2,999,746 1,071,393
2015-11-10 13G/A XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF 1,071,393
2015-10-08 13G/A TSRE / Trade Street Residential, Inc. 0
2015-09-08 13G PAK / Global X Funds - Global X MSCI Pakistan ETF 35,940
2015-09-08 13G/A AHH / Armada Hoffler Properties, Inc. 907,399
2015-07-13 13G/A BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 2,999,746
2015-07-13 13G/A ELG / SPDR Series Trust 2,999,746
2015-02-10 13G/A CLDT / Chatham Lodging Trust 1,850,000
2015-01-12 13G BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 1,856,242
2015-01-12 13G CCG / Cheche Group Inc. 4,083,831
2015-01-12 13G SKIS / Peak Resorts, Inc. 1,298,171
2015-01-09 13G/A AMRE / Amreit, Inc. 968,364
2014-11-12 13G/A BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 1,740,743
2014-06-06 13G/A BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 2,210,531
2014-04-09 13G/A BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 3,876,379
2014-03-07 13G/A BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 1,564,644
2014-02-11 13G/A BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 3,053,632
2014-01-13 13G/A VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares 233,900
2014-01-13 13G/A STAG / STAG Industrial, Inc. 2,202,900
2014-01-13 13G AHH / Armada Hoffler Properties, Inc. 1,191,900
2013-10-08 13G/A BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 2,179,235
2013-10-08 13G/A SH / ProShares Trust - ProShares Short S&P500 0
2013-09-10 13G TSRE / Trade Street Residential, Inc. 1,143,700
2013-06-10 13G/A AMRE / Amreit, Inc. 825,000
2013-03-08 13G/A SH / ProShares Trust - ProShares Short S&P500 771,800
2013-02-08 13G/A BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 3,485,271
2013-02-08 13G/A SH / ProShares Trust - ProShares Short S&P500 1,065,000
2013-02-08 13G/A 0
2013-02-07 13G VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares 290,400
2013-02-07 13G/A 20,000
2013-02-07 13G/A CLDT / Chatham Lodging Trust 922,507
2013-02-07 13G/A STAG / STAG Industrial, Inc. 2,016,624
2013-02-07 13G/A AMRE / Amreit, Inc. 825,000
2012-12-07 13G BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 3,612,000
2012-08-10 13G AMRE / Amreit, Inc. 833,956
2012-06-08 13G 87,000
2012-02-09 13G SH / ProShares Trust - ProShares Short S&P500 571,500
2012-01-09 13G CLDT / Chatham Lodging Trust 922,507
2012-01-09 13G STAG / STAG Industrial, Inc. 1,478,600
2012-01-05 13G/A SH / ProShares Trust - ProShares Short S&P500 21,500