Filing Details
- Accession Number:
- 0001213900-25-032657
- Form Type:
- 5
- Zero Holdings:
- No
- Publication Time:
- 2025-04-16 17:57:31
- Reporting Period:
- 2024-12-31
- Filing Date:
- 2025-04-16
- Accepted Time:
- 2025-04-16 17:57:31
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1857314 | Forum Real Estate Income Fund | FORFX | () | 862859042 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1953425 | Anne Elizabeth Ryan | C/O Forum Capital Advisors, Llc 240 Saint Paul Street, Suite 400 Denver CO 80206 | Secretary | No | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Founders Shares | Acquisiton | 2024-12-31 | 370 | $9.62 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-12-31 | 40 | $9.62 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-11-27 | 227 | $9.66 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-10-31 | 241 | $9.64 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-09-27 | 220 | $9.64 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-08-30 | 226 | $9.60 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-07-31 | 257 | $9.61 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-06-28 | 226 | $9.60 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-05-31 | 222 | $9.59 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-04-30 | 241 | $9.58 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-03-28 | 187 | $9.57 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-02-29 | 192 | $9.52 | 3,196 | No | 5 | P | Direct | |
| Founders Shares | Acquisiton | 2024-01-31 | 211 | $9.50 | 3,196 | No | 5 | P | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 5 | P | Direct | |
| No | 5 | P | Direct | |
| No | 5 | P | Direct | |
| No | 5 | P | Direct | |
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| No | 5 | P | Direct |
Footnotes
- Shares beneficially owned include 522.304 shares received through the Forum Real Estate Income Fund Dividend Reinvestment Plan (221.112 shares in 2023 and 301.191 shares in 2024).
Billionaire Hedge Funds
