Joseph P Smith - Net Worth and Insider Trading
Joseph P Smith Net Worth
The estimated net worth of Joseph P Smith is at least $597,049 dollars as of 2024-06-06. Joseph P Smith is the Portfolio Manager of CBRE Clarion Global Real Estate Income Fund and owns about 86,454 shares of CBRE Clarion Global Real Estate Income Fund (IGR) stock worth over $446,103. Joseph P Smith is also the Portfolio Manager of MainStay CBRE Global Infrastructure Megatrends Fund and owns about 11,418 shares of MainStay CBRE Global Infrastructure Megatrends Fund (MEGI) stock worth over $150,946. Details can be seen in Joseph P Smith's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Joseph P Smith has not made any transactions after 2023-10-20 and currently still holds the listed stock(s).
Transaction Summary of Joseph P Smith
Joseph P Smith Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Joseph P Smith owns 2 companies in total, including CBRE Clarion Global Real Estate Income Fund (IGR) , and MainStay CBRE Global Infrastructure Megatrends Fund (MEGI) .
Click here to see the complete history of Joseph P Smith’s form 4 insider trades.
Insider Ownership Summary of Joseph P Smith
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| IGR | CBRE Clarion Global Real Estate Income Fund | 2023-10-20 | other: Sr. Dir of Investment Advisor |
| MEGI | MainStay CBRE Global Infrastructure Megatrends Fund | 2023-10-20 | other: Portfolio Manager |
Joseph P Smith Latest Holdings Summary
Joseph P Smith currently owns a total of 2 stocks. Among these stocks, Joseph P Smith owns 86,454 shares of CBRE Clarion Global Real Estate Income Fund (IGR) as of October 20, 2023, with a value of $446,103 and a weighting of 74.72%. Joseph P Smith also owns 11,418 shares of MainStay CBRE Global Infrastructure Megatrends Fund (MEGI) as of October 20, 2023, with a value of $150,946 and a weighting of 25.28%.
Latest Holdings of Joseph P Smith
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| IGR | CBRE Clarion Global Real Estate Income Fund | 2023-10-20 | 86,454 | 5.16 | 446,103 |
| MEGI | MainStay CBRE Global Infrastructure Megatrends Fund | 2023-10-20 | 11,418 | 13.22 | 150,946 |
Holding Weightings of Joseph P Smith
Joseph P Smith Form 4 Trading Tracker
According to the SEC Form 4 filings, Joseph P Smith has made a total of 15 transactions in CBRE Clarion Global Real Estate Income Fund (IGR) over the past 5 years, including 15 buys and 0 sells. The most-recent trade in CBRE Clarion Global Real Estate Income Fund is the acquisition of 2,418 shares on October 20, 2023, which cost Joseph P Smith around $10,011.
According to the SEC Form 4 filings, Joseph P Smith has made a total of 8 transactions in MainStay CBRE Global Infrastructure Megatrends Fund (MEGI) over the past 5 years, including 8 buys and 0 sells. The most-recent trade in MainStay CBRE Global Infrastructure Megatrends Fund is the acquisition of 927 shares on October 20, 2023, which cost Joseph P Smith around $9,993.
Insider Trading History of Joseph P Smith
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Joseph P Smith Trading Performance
GuruFocus tracks the stock performance after each of Joseph P Smith's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Joseph P Smith is -4.97%. GuruFocus also compares Joseph P Smith's trading performance to market benchmark return within the same time period. The performance of stocks bought by Joseph P Smith within 3 months outperforms 6 times out of 23 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Joseph P Smith's insider trading performs compared to the benchmark.
Performance of Joseph P Smith
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.93 | | | | | |
| Relative Return to S&P 500(%) | -2.36 | | | | | |
Joseph P Smith Ownership Network
Joseph P Smith Owned Company Details
What does CBRE Clarion Global Real Estate Income Fund do?
Who are the key executives at CBRE Clarion Global Real Estate Income Fund?
Joseph P Smith is the other: Sr. Dir of Investment Advisor of CBRE Clarion Global Real Estate Income Fund. Other key executives at CBRE Clarion Global Real Estate Income Fund include other: Portfolio Manager Jonathan D Miniman , director & President & CEO & other: Pres./CEO; Managing Dir IA T Ritson Ferguson , and other: Portfolio Manager Kenneth S Weinberg .
CBRE Clarion Global Real Estate Income Fund (IGR) Insider Trades Summary
Over the past 18 months, Joseph P Smith made 4 insider transaction in CBRE Clarion Global Real Estate Income Fund (IGR) with a net purchase of 14,465. Other recent insider transactions involving CBRE Clarion Global Real Estate Income Fund (IGR) include a net purchase of 7,775 shares made by Jonathan D Miniman , a net purchase of 15,000 shares made by Asuka Nakahara , and a net purchase of 5,000 shares made by T Ritson Ferguson .
In summary, during the past 3 months, insiders sold 0 shares of CBRE Clarion Global Real Estate Income Fund (IGR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of CBRE Clarion Global Real Estate Income Fund (IGR) were sold and 42,240 shares were bought by its insiders, resulting in a net purchase of 42,240 shares.
CBRE Clarion Global Real Estate Income Fund (IGR)'s detailed insider trading history can be found in Insider Trading Tracker table.
CBRE Clarion Global Real Estate Income Fund Insider Transactions
Joseph P Smith Mailing Address
Above is the net worth, insider trading, and ownership report for Joseph P Smith. You might contact Joseph P Smith via mailing address: 201 King Of Prussia Rd Suite 600, Radnor Pa 19087.
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