Forward Uniplan Advisors

Latest statistics and disclosures from Forward Uniplan Advisors's latest quarterly 13F-HR filing:

  • As of Dec. 31, 2010, Forward Uniplan Advisors has $433.92M in assets under management (AUM). Assets under management grew from a total value of $0 to $433.92M.
  • Independent of market fluctuations, Forward Uniplan Advisors was a net seller by $0 worth of stocks in the most recent quarter.

Forward Uniplan Advisors portfolio companies for quarter ending December 2010

Ticker Name Portfolio Weight Share Count Price Last Trade
SPG Simon Property 6.72 293000 99.49 180.35
ACC American Campus Communities 3.61 493500 31.76 44.99
PSA Public Storage 3.52 150500 101.42 167.27
ARE Alexandria Real Estate Equities 3.24 191800 73.26 76.60
HST Host Hotels & Resorts 3.03 736000 17.87 18.50
SLG SL Green Realty 2.56 164300 67.51 94.55
VNO Vornado Realty Trust 2.54 132400 83.33 87.46
PCH Potlatch Corporation 2.47 329400 32.55 50.93
HCN Health Care REIT 2.43 221600 47.64 79.79
AVB AvalonBay Communities 2.36 90900 112.55 140.88
O Realty Income 2.36 299000 34.20 55.08
BXP Boston Properties 2.25 113400 86.10 114.80
DLR Digital Realty Trust 2.11 177600 51.54 64.28
LTC LTC Properties 2.08 321300 28.08 47.91
FRT Federal Realty Inv. Trust 2.07 115200 77.93 117.96
VTR Ventas 1.93 159800 52.48 81.67
EGP EastGroup Properties 1.91 195500 42.32 66.78
WRI Weingarten Realty Investors 1.91 348700 23.76 35.11
CPT Camden Property Trust 1.86 149900 53.98 75.09
HPT Hospitality Properties Trust 1.85 349000 23.04 32.43
HCP HCP 1.75 206500 36.79 55.80
EPR Entertainment Properties Trust 1.74 163700 46.25 60.98
DEI Douglas Emmett 1.71 446500 16.60 28.37
AMB AMB Property Corporation 1.65 226100 31.71 0.00
WRE Washington Real Estate Investment Trust 1.57 219400 30.99 29.73
NNN National Retail Properties 1.56 255000 26.50 41.58
SKT Tanger Factory Outlet Centers 1.40 118900 51.19 38.36
PCL Plum Creek Timber 1.34 155300 37.45 54.42
AEC Associated Estates Realty Corporation 1.33 376500 15.29 18.98
GTY Getty Realty 1.28 176900 31.28 22.93
ESS Essex Property Trust 1.02 38800 114.23 170.52
ATRI Atrion Corporation 0.99 23900 179.46 210.01
KNOL Knology 0.87 240200 15.63 0.00
MNRTA Monmouth R.E. Inv 0.86 436500 8.50 0.00
SIF SIFCO Industries 0.71 188700 16.31 15.60
Jp Morgan Alerian Mlp Index 0.71 85200 36.35 0.00
MPR Met-Pro Corporation 0.68 248700 11.81 13.56
TTES T-3 Energy Services 0.65 70400 39.83 0.00
SNAK Inventure Foods 0.64 647600 4.32 7.59
SSS Sovran Self Storage 0.61 72400 36.81 71.14
Ceragon Networks 0.60 197600 13.18 0.00
TUP Tupperware Brands Corporation 0.59 53900 47.66 84.24
KIM Kimco Realty Corporation 0.57 137300 18.04 24.23
PFF iShares S&P; US Pref Stock Idx Fnd 0.54 60900 38.80 40.94
CRDN Ceradyne 0.53 73100 31.53 0.00
SCCO Southern Copper Corporation 0.53 47400 48.73 32.87
SHLM A. Schulman 0.52 98300 22.89 29.53
MRGE Merge Healthcare 0.51 593900 3.73 3.29
CEVA CEVA 0.49 103000 20.50 16.15
MTRX Matrix Service Company 0.49 174400 12.18 17.50
VASC Vascular Solutions 0.49 183100 11.72 15.79
DXPE DXP Enterprises 0.48 86000 24.00 59.87
WRLS Telular Corporation 0.48 309900 6.69 12.65
SNHY Sun Hydraulics Corporation 0.47 53800 37.81 32.72
MHR Magnum Hunter Resources Corporation 0.46 278700 7.20 3.52
CTEL City Tele 0.46 135100 14.81 0.00
SPEC Spectrum Control 0.44 126500 14.99 0.00
AM American Greetings Corporation 0.43 83800 22.16 18.44
BKI Buckeye Technologies 0.40 82800 21.01 37.44
OLN Olin Corporation 0.38 81200 20.52 24.86
ICUI ICU Medical, Incorporated 0.38 44900 36.50 68.47
MDCI Medical Action Industries 0.37 167600 9.58 8.48
BRLI Bio-Reference Laboratories 0.37 73100 22.18 31.21
CCF Chase Corporation 0.37 98600 16.30 19.55
CCG Campus Crest Communities 0.37 115400 14.02 13.77
FPO First Potomac Realty Trust 0.37 96000 16.82 14.97
RBN Robbins & Myers 0.36 44000 35.77 0.00
AZZ AZZ Incorporated 0.36 39300 40.00 43.18
CAT Caterpillar 0.35 16400 93.66 88.50
SDTH ShengdaTech 0.35 310300 4.90 0.00
WATG Wonder Auto Technology 0.34 197100 7.54 0.45
KMB Kimberly-Clark Corporation 0.33 22400 63.04 102.01
TYG Tortoise Energy Infrastructure 0.33 37600 38.24 48.00
STON StoneMor Partners 0.32 46200 30.04 26.27
DD E.I. du Pont de Nemours & Company 0.31 27100 49.89 56.57
GLT P.H. Glatfelter Company 0.31 110200 12.27 25.43
BOLT Bolt Technology 0.31 102900 13.17 16.70
Rrsat Global Comm Ntwrk Ltd shs 0.30 170800 7.57 0.00
GPC Genuine Parts Company 0.29 24300 51.36 83.96
PFE Pfizer 0.28 70000 17.51 28.41
MRK Merck & Co 0.28 33400 36.05 45.35
ALSK Alaska Communications Systems 0.28 110000 11.10 1.92
GRC Gorman-Rupp Company 0.28 38000 32.32 29.32
WSR Whitestone REIT 0.28 82900 14.80 17.68
WIN Windstream Corporation 0.27 84600 13.94 8.69
NHI National Health Investors 0.27 26100 45.02 71.70
GMT GATX Corporation 0.26 31500 35.27 53.39
PVR Penn Virginia Resource Partners L P 0.26 39100 28.31 25.64
TSP Telecomunicacoes de Sao Paulo SA 0.25 44500 24.47 0.00
Incredimail Ltd shs 0.24 132500 7.74 0.00
Ford Mtr Co Cap Tr Ii pfd tr cv6.5% 0.23 18900 51.90 0.00
TIS Orchids Paper Products Company 0.23 83200 12.24 23.80
NLY Annaly Capital Management 0.22 52300 17.92 14.71
ELMG EMS Technologies 0.22 49200 19.78 0.00
CMED China Medical Technologies 0.21 80900 11.24 0.00
MCHP Microchip Technology 0.21 27100 34.21 36.81
HTGC Hercules Technology Growth Capital 0.21 87300 10.36 13.36
Nordic American Tanker Shippin 0.21 34900 26.02 0.00
NGLS Targa Resources Partners 0.20 25200 33.97 49.27
IYR iShares Dow Jones US Real Estate 0.19 14700 55.99 75.48
ETW Eaton Vance Tax-Managed Global Buy-Write 0.19 67300 12.24 11.72
VE Veolia Environnement 0.18 26900 29.37 12.78
EFSC Enterprise Financial Services 0.18 74600 10.46 15.41
TNH Terra Nitrogen Company 0.18 7100 108.17 218.00
LAKE Lakeland Industries 0.18 87100 8.79 4.35
Enterprise Products Partners 0.17 17300 41.62 0.00
EXAR Exar Corporation 0.17 107100 6.98 11.66
CIM Chimera Investment Corporation 0.17 177300 4.11 3.21
AGNC American Capital Agency 0.17 25000 28.76 28.38
KBALB Kimball International 0.16 99700 6.90 9.62
RGNC Regency Energy Partners 0.16 25300 27.27 0.00
PLXT PLX Technology 0.16 192900 3.61 4.52
NKA Niska Gas Storage Partners 0.16 34000 19.94 14.44
NZT Telecom Corp of New Zealand 0.13 66400 8.40 0.00
MGF MFS Government Markets Income Trust 0.13 83300 6.79 6.48
OFI Overhill Farms 0.11 83200 5.76 4.96
IWC iShares Russell Microcap Index 0.10 8700 50.11 61.34