Institutional Ownership of FORFX
Institutional investors managing over $100M must disclose their holdings to the SEC each quarter through Form 13F filings. Below are the most recently reported FORFX positions in Forum Real Estate Income Fund, with each institution’s change versus its previous quarterly filing.
Institutions (recent filings)
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Reported Shares
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Reported Value
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Adding vs Reducing
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FORFX Stock Institutional Owners
Common-share positions from the latest 13F filings, newest first
| Investor | Shares | Change in Shares | Market Value | Date Reported |
|---|---|---|---|---|
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FORFX Derivatives Institutional Owners
PUT / CALL option positions on FORFX reported in the same filings
| Investor | Type | Underlying Shares | Market Value | Date Reported |
|---|---|---|---|---|
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Source: SEC EDGAR Form 13F filings. Only institutions that filed within the last ~4 months appear here; positions reflect each filer’s most recent quarterly disclosure.