Forum Securities

Latest statistics and disclosures from Forum Securities's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BXP, AVB, PSA, SLG, SPG. These five stock positions account for 26.26% of Forum Securities's total stock portfolio.
  • Added to shares of TRNO, AVB, BXP, SPG, EQR, Stag Industrial, PSA.
  • Started new stock positions in TRNO.
  • Reduced shares in these stocks: Prologis, HIW, TCO, REG, DEI, LHO.
  • As of March 31, 2013, Forum Securities has $122.96M in assets under management (AUM). Assets under management grew from a total value of $113.87M to $122.96M.
  • Independent of market fluctuations, Forum Securities was a net buyer by $801347 worth of stocks in the most recent quarter.

Forum Securities portfolio companies for quarter ending March 2013

Ticker Name Portfolio Weight Change Share Count Price Last Trade
BXP Boston Properties 6.28 +9.00% 76364 101.06 111.20
AVB AvalonBay Communities 5.82 +13.00% 56522 126.68 137.51
PSA Public Storage 5.69 +4.00% 45963 152.32 160.46
SLG SL Green Realty 4.28 61150 86.12 90.24
SPG Simon Property 4.18 +2.00% 32435 158.56 173.45
MAC Macerich Company 4.04 77113 64.39 66.16
DLR Digital Realty Trust 3.77 69289 66.91 62.21
HCP HCP 3.35 82635 49.86 50.98
HOT Starwood Hotels & Resorts Worldwide 3.22 62078 63.73 67.85
FRT Federal Realty Inv. Trust 3.20 36433 108.03 111.25
CPT Camden Property Trust 2.99 53488 68.69 70.92
KRC Kilroy Realty Corporation 2.88 67463 52.40 56.30
ESS Essex Property Trust 2.80 22867 150.61 163.17
SKT Tanger Factory Outlet Centers 2.56 87002 36.18 36.31
VTR Ventas 2.41 40507 73.20 76.44
EQR Equity Residential 2.14 +8.00% 47751 55.06 59.50
ACC American Campus Communities 2.10 56896 45.35 42.39
HCP HCP 2.02 49765 49.85 50.98
EQY Equity One 1.94 99476 23.98 24.89
BXP Boston Properties 1.81 +9.00% 21986 101.06 111.20
Prologis 1.71 -7.00% 52734 39.97 0.00
PSA Public Storage 1.69 +4.00% 13609 152.33 160.46
VNO Vornado Realty Trust 1.65 24318 83.64 83.68
AVB AvalonBay Communities 1.53 +13.00% 14848 126.68 137.51
KIM Kimco Realty Corporation 1.35 74163 22.40 23.08
Cubesmart 1.27 98900 15.80 0.00
SLG SL Green Realty 1.26 17937 86.13 90.24
EQR Equity Residential 1.15 +8.00% 25578 55.05 59.50
MAC Macerich Company 1.13 21501 64.37 66.16
Stag Industrial 1.09 +7.00% 63142 21.27 0.00
OFC Corporate Office Properties Trust 1.06 48900 26.69 28.11
ARE Alexandria Real Estate Equities 1.03 17834 70.99 72.83
FRT Federal Realty Inv. Trust 1.03 11743 108.06 111.25
DLR Digital Realty Trust 1.02 18830 66.91 62.21
VNO Vornado Realty Trust 1.02 14941 83.66 83.68
HOT Starwood Hotels & Resorts Worldwide 0.98 18842 63.74 67.85
KIM Kimco Realty Corporation 0.95 51886 22.40 23.08
TRNO Terreno Realty Corporation 0.90 NEW 61600 17.99 19.60
HST Host Hotels & Resorts 0.87 61216 17.50 17.93
KRC Kilroy Realty Corporation 0.86 20178 52.38 56.30
SKT Tanger Factory Outlet Centers 0.84 28611 36.17 36.31
GRT Glimcher Realty Trust 0.80 84531 11.61 12.38
UDR UDR 0.78 39700 24.18 25.04
ESS Essex Property Trust 0.70 5746 150.54 163.17
ARE Alexandria Real Estate Equities 0.67 11537 70.99 72.83
CPT Camden Property Trust 0.67 12020 68.72 70.92
ACC American Campus Communities 0.57 15512 45.32 42.39
SHO Sunstone Hotel Investors 0.57 56772 12.31 12.54
EQY Equity One 0.49 25000 23.96 24.89
BEE Strategic Hotels & Resorts 0.44 64400 8.35 7.99
UDR UDR 0.44 22400 24.20 25.04
Cubesmart 0.37 28800 15.80 0.00
OFC Corporate Office Properties Trust 0.33 15200 26.71 28.11
TCO Taubman Centers 0.30 -14.00% 4776 77.68 83.83
TRNO Terreno Realty Corporation 0.28 NEW 19300 17.98 19.60
DEI Douglas Emmett 0.22 -11.00% 10656 24.96 26.81
HIW Highwoods Properties 0.19 -23.00% 5814 39.56 37.23
LHO LaSalle Hotel Properties 0.17 -6.00% 8270 25.39 26.16
REG Regency Centers Corporation 0.15 -16.00% 3582 53.04 54.25

Past 13F-HR SEC Filings for Forum Securities

View All Filings for Forum Securities