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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
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Robert Naka

Robert Naka
Forward Management, LLC

Hedge Fund Manager
Ranked #275 out of 482 Hedge Fund Managers

Portfolio Gain

+23.53%
Since Jan 2016

Sharpe Ratio

0.47
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

+2.86%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
0.00% General
0.00% Real Estate
A breakdown of Forward Management, LLC's portfolio by sector

Forward Management, LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Sold Out
General
$379.30
($348.11-$410.49)
0.00%
-100.00%
0.00
0.00%
Alexandria Equities
Sold Out
Real Estate
$142.22
($126.74-$157.71)
0.00%
-100.00%
0.00
0.00%
American Tower
Sold Out
Real Estate
$203.07
($178.17-$227.97)
0.00%
-100.00%
0.00
0.00%
AvalonBay
Sold Out
Real Estate
$174.08
($158.35-$189.81)
0.00%
-100.00%
0.00
0.00%
Boston Properties
Sold Out
Real Estate
$71.36
($64.43-$78.30)
0.00%
-100.00%
0.00
0.00%
Cubesmart
Sold Out
Real Estate
$41.02
($36.82-$45.22)
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%
Equinix
Sold Out
Real Estate
$607.45
($494.89-$720.00)
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%
PotlatchDeltic
Sold Out
Real Estate
$45.24
($41.15-$49.34)
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 23.53%.
    What is Forward Management, LLC’s Sharpe Ratio?
    Forward Management, LLC’s Sharpe Ratio is 0.47.
      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 23.49%.
          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 10.88%.
            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 2.86%.
              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.