Forum Securities as of Sept. 30, 2013
Portfolio Holdings for Forum Securities
Forum Securities holds 45 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Simon Property (SPG) | 56.9 | $195M | 131k | 1482.29 | |
Boston Properties (BXP) | 3.0 | $10M | 96k | 106.91 | |
Prologis (PLD) | 2.8 | $9.7M | 257k | 37.62 | |
Ventas (VTR) | 2.5 | $8.7M | 141k | 61.50 | |
AvalonBay Communities (AVB) | 2.0 | $7.0M | 55k | 127.09 | |
Extra Space Storage (EXR) | 1.9 | $6.4M | 141k | 45.76 | |
HCP | 1.8 | $6.0M | 148k | 40.94 | |
Stag Industrial (STAG) | 1.8 | $6.0M | 300k | 20.13 | |
Essex Property Trust (ESS) | 1.7 | $5.9M | 40k | 147.73 | |
Digital Realty Trust (DLR) | 1.7 | $5.9M | 111k | 53.08 | |
General Growth Properties | 1.7 | $5.8M | 298k | 19.29 | |
Macerich Company (MAC) | 1.6 | $5.6M | 99k | 56.46 | |
Terreno Realty Corporation (TRNO) | 1.5 | $5.0M | 281k | 17.76 | |
Public Storage (PSA) | 1.4 | $4.6M | 29k | 160.56 | |
SL Green Realty | 1.3 | $4.5M | 50k | 88.82 | |
Kilroy Realty Corporation (KRC) | 1.3 | $4.4M | 88k | 49.93 | |
Starwood Hotels & Resorts Worldwide | 1.2 | $4.0M | 60k | 66.42 | |
Cubesmart (CUBE) | 1.2 | $3.9M | 222k | 17.83 | |
Ddr Corp | 1.1 | $3.8M | 243k | 15.71 | |
Glimcher Realty Trust | 1.1 | $3.8M | 386k | 9.75 | |
Strategic Hotels & Resorts | 1.1 | $3.6M | 418k | 8.68 | |
Retail Opportunity Investments (ROIC) | 1.0 | $3.5M | 254k | 13.81 | |
Vornado Realty Trust (VNO) | 0.9 | $3.0M | 35k | 84.05 | |
Host Hotels & Resorts (HST) | 0.8 | $2.8M | 160k | 17.67 | |
Equity Residential (EQR) | 0.8 | $2.9M | 53k | 53.55 | |
Kimco Realty Corporation (KIM) | 0.8 | $2.8M | 141k | 20.18 | |
Equity One | 0.8 | $2.8M | 127k | 21.85 | |
Sunstone Hotel Investors (SHO) | 0.8 | $2.7M | 209k | 12.74 | |
Alexandria Real Estate Equities (ARE) | 0.7 | $2.2M | 35k | 63.88 | |
Hudson Pacific Properties (HPP) | 0.6 | $1.9M | 97k | 19.42 | |
LTC Properties (LTC) | 0.5 | $1.9M | 49k | 37.96 | |
Corporate Office Properties Trust (CDP) | 0.5 | $1.7M | 74k | 23.09 | |
Udr (UDR) | 0.4 | $1.5M | 62k | 23.69 | |
Starwood Property Trust (STWD) | 0.1 | $417k | 17k | 23.94 | |
Epr Properties (EPR) | 0.1 | $379k | 7.8k | 48.68 | |
Omega Healthcare Investors (OHI) | 0.1 | $348k | 12k | 29.87 | |
Apollo Commercial Real Est. Finance (ARI) | 0.1 | $346k | 23k | 15.26 | |
Aviv Reit | 0.1 | $341k | 15k | 22.81 | |
Campus Crest Communities | 0.1 | $310k | 29k | 10.81 | |
Sabra Health Care REIT (SBRA) | 0.1 | $277k | 12k | 22.99 | |
Spirit Realty reit | 0.1 | $205k | 22k | 9.16 | |
American Realty Capital Prop | 0.0 | $148k | 12k | 12.19 | |
Taubman Centers | 0.0 | $57k | 854.00 | 66.74 | |
Douglas Emmett (DEI) | 0.0 | $39k | 1.6k | 23.75 | |
LaSalle Hotel Properties | 0.0 | $34k | 1.2k | 28.86 |