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Forward Management, LLC - Robert Naka
Forward Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022
39 Followers
Portfolio Gain
+20.54%
Since Jan 2016
Sharpe Ratio
0.53
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$0.00
Robert Naka manages more assets than 0% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+2.32%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
0.00% Real Estate
0.00% General
A breakdown of Forward Management, LLC's portfolio by sector
Forward Management, LLC Portfolio Activity
Cubesmart
Sold Out
Real Estate
$41.02
($36.82-$45.22)
0.00%
-100.00%
0.00
0.00%
UDR
Sold Out
Real Estate
$40.02
($37.18-$42.87)
0.00%
-100.00%
0.00
0.00%
Ventas
Sold Out
Real Estate
$41.50
($35.33-$47.66)
0.00%
-100.00%
0.00
0.00%
Equinix
Sold Out
Real Estate
$607.45
($494.89-$720.00)
0.00%
-100.00%
0.00
0.00%
National Storage Affiliates
Sold Out
Real Estate
$39.41
($35.37-$43.45)
0.00%
-100.00%
0.00
0.00%
Diamondrock
Sold Out
Real Estate
$8.56
($7.47-$9.66)
0.00%
-100.00%
0.00
0.00%
Equity Residential
Sold Out
Real Estate
$63.61
($58.15-$69.07)
0.00%
-100.00%
0.00
0.00%
Farmland
Sold Out
Real Estate
$13.04
($11.72-$14.37)
0.00%
-100.00%
0.00
0.00%
Outfront Media
Sold Out
Real Estate
$16.88
($15.01-$18.75)
0.00%
-100.00%
0.00
0.00%
Federal Realty
Sold Out
Real Estate
$100.06
($87.79-$112.34)
0.00%
-100.00%
0.00
0.00%
See a list of Forward Management, LLC's holdings, as reported to the SEC on Dec 31, 2022. Click on any holding to see more details
Measured Performance
Compare Forward Management, LLC's performance with other Hedge Funds and the S&P 500
Forward Management, LLC activity FAQ
What is Forward Management, LLC’s portfolio gain since Jun 2013?
Forward Management, LLC’s portfolio gain since Jun 2013 was 20.54%.
What is Forward Management, LLC’s Sharpe Ratio?
Forward Management, LLC’s Sharpe Ratio is 0.53.
What is Forward Management, LLC’s portfolio value?
Forward Management, LLC’s portfolio value is $0.00.
What is Forward Management, LLC’s average return since the fund’s last 13F filing?
Forward Management, LLC’s average return since the fund’s last 13F filing is 20.50%.
What was Forward Management, LLC’s average return in the last 12 months?
Forward Management, LLC’s average return in the last 12 months was 12.35%.
What was Forward Management, LLC’s average return in the last 3 years?
Forward Management, LLC’s average return in the last 3 years was 2.32%.
When was the most recent most recent 13F form submitted by Forward Management, LLC?
Forward Management, LLC's most recent 13F form was submitted on Dec 31, 2022.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Robert Naka Net Worth?
Robert Naka is Managing Forward Management, LLC which has a net worth of $0.00.
TipRanks & Hedge Funds: TipRanks measures the performance of Robert Naka and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.