Forum Securities as of Dec. 31, 2013
Portfolio Holdings for Forum Securities
Forum Securities holds 51 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Simon Property (SPG) | 11.4 | $20M | 131k | 152.15 | |
| Boston Properties (BXP) | 5.9 | $10M | 103k | 100.36 | |
| Ventas (VTR) | 5.7 | $9.9M | 173k | 57.28 | |
| Prologis (PLD) | 5.6 | $9.8M | 264k | 36.95 | |
| AvalonBay Communities (AVB) | 4.0 | $7.0M | 59k | 118.21 | |
| Extra Space Storage (EXR) | 3.5 | $6.2M | 147k | 42.15 | |
| Stag Industrial (STAG) | 3.5 | $6.2M | 302k | 20.39 | |
| Essex Property Trust (ESS) | 3.5 | $6.1M | 42k | 143.49 | |
| General Growth Properties | 3.4 | $6.0M | 298k | 20.07 | |
| Macerich Company (MAC) | 3.3 | $5.9M | 99k | 58.87 | |
| Digital Realty Trust (DLR) | 2.9 | $5.2M | 105k | 49.14 | |
| Terreno Realty Corporation (TRNO) | 2.9 | $5.1M | 290k | 17.70 | |
| SL Green Realty | 2.9 | $5.0M | 55k | 92.39 | |
| Public Storage (PSA) | 2.6 | $4.5M | 30k | 150.47 | |
| Kilroy Realty Corporation (KRC) | 2.5 | $4.4M | 88k | 50.16 | |
| Kimco Realty Corporation (KIM) | 2.5 | $4.3M | 219k | 19.75 | |
| Strategic Hotels & Resorts | 2.3 | $4.1M | 430k | 9.45 | |
| Retail Opportunity Investments (ROIC) | 2.2 | $3.9M | 264k | 14.72 | |
| Glimcher Realty Trust | 2.2 | $3.8M | 404k | 9.36 | |
| Starwood Hotels & Resorts Worldwide | 2.1 | $3.8M | 48k | 79.43 | |
| Vornado Realty Trust (VNO) | 2.0 | $3.6M | 40k | 88.76 | |
| Cubesmart (CUBE) | 2.0 | $3.5M | 218k | 15.95 | |
| Health Care REIT | 1.8 | $3.1M | 58k | 53.58 | |
| Host Hotels & Resorts (HST) | 1.7 | $3.0M | 155k | 19.45 | |
| Qts Realty Trust | 1.7 | $3.0M | 121k | 24.77 | |
| Equity Residential (EQR) | 1.7 | $3.0M | 57k | 51.89 | |
| Sunstone Hotel Investors (SHO) | 1.6 | $2.8M | 209k | 13.40 | |
| Equity One | 1.6 | $2.8M | 124k | 22.43 | |
| Alexandria Real Estate Equities (ARE) | 1.3 | $2.3M | 36k | 63.62 | |
| Ddr Corp | 1.3 | $2.3M | 148k | 15.37 | |
| HCP | 1.2 | $2.1M | 59k | 36.31 | |
| Corporate Office Properties Trust (CDP) | 1.0 | $1.8M | 77k | 23.68 | |
| Aviv Reit | 0.9 | $1.6M | 66k | 23.70 | |
| Udr (UDR) | 0.8 | $1.5M | 62k | 23.35 | |
| Hudson Pacific Properties (HPP) | 0.7 | $1.3M | 59k | 21.88 | |
| Hilton Worlwide Hldgs | 0.7 | $1.2M | 55k | 22.27 | |
| Extended Stay America | 0.5 | $939k | 36k | 26.31 | |
| PS Business Parks | 0.5 | $803k | 11k | 76.40 | |
| LTC Properties (LTC) | 0.4 | $671k | 19k | 35.43 | |
| Starwood Property Trust (STWD) | 0.3 | $474k | 17k | 27.72 | |
| Epr Properties (EPR) | 0.2 | $444k | 9.0k | 49.13 | |
| Omega Healthcare Investors (OHI) | 0.2 | $377k | 13k | 29.80 | |
| Apollo Commercial Real Est. Finance (ARI) | 0.2 | $390k | 24k | 16.24 | |
| Campus Crest Communities | 0.2 | $347k | 37k | 9.41 | |
| Sabra Health Care REIT (SBRA) | 0.2 | $303k | 12k | 26.13 | |
| Spirit Realty reit | 0.1 | $223k | 23k | 9.83 | |
| Annaly Capital Management | 0.0 | $74k | 7.4k | 9.94 | |
| Taubman Centers | 0.0 | $55k | 854.00 | 64.40 | |
| Douglas Emmett (DEI) | 0.0 | $38k | 1.6k | 23.14 | |
| LaSalle Hotel Properties | 0.0 | $36k | 1.2k | 30.56 | |
| American Realty Capital Prop | 0.0 | $2.0k | 132.00 | 15.15 |
