FM
HT

Forward Management’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Forward Management’s Portfolio HT Stock Details HT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-9,225
Closed -$206K – 415
2013
Q3 		$206K Sell
9,225
-7,500
-45% -$168K 0.01% 303
2013
Q2 		$378K Buy
+16,725
New +$389K 0.03% 258

Other funds holding HT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Forward Management's HT Position: Q4 2013 in Review

Forward Management sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q4 2013, closing a stake of 9,225 shares — an estimated $206K sold.

Forward Management first reported a position in HT in Q2 2013 and held it in 2 quarters. The position peaked at $378K in Q2 2013. 177 funds tracked by Wall St. Rank hold HT as of Q4 2013.

  • Forward Management reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q4 2013 after selling out during the quarter.
  • Forward Management sold 9,225 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q4 2013, an estimated $206K.
  • Forward Management first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2013 and held it in 2 quarters.
  • Forward Management's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $378K in Q2 2013.
  • 177 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2013.

Based on Forward Management's 13F filing for Q4 2013, filed 31 Jan 2014.