Heidi Stam - Net Worth and Insider Trading

Heidi Stam Net Worth

The estimated net worth of Heidi Stam is at least $104,458 dollars as of 2025-01-16. Heidi Stam is the Director of CBRE Clarion Global Real Estate Income Fund and owns about 20,767 shares of CBRE Clarion Global Real Estate Income Fund (IGR) stock worth over $104,458. Details can be seen in Heidi Stam's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Heidi Stam has not made any transactions after 2024-12-30 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Heidi Stam

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Heidi Stam Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Heidi Stam owns 1 companies in total, including CBRE Clarion Global Real Estate Income Fund (IGR) .

Click here to see the complete history of Heidi Stam’s form 4 insider trades.

Insider Ownership Summary of Heidi Stam

Ticker Comapny Transaction Date Type of Owner
IGR CBRE Clarion Global Real Estate Income Fund 2024-12-30 director

Heidi Stam Latest Holdings Summary

Heidi Stam currently owns a total of 1 stock. Heidi Stam owns 20,767 shares of CBRE Clarion Global Real Estate Income Fund (IGR) as of December 30, 2024, with a value of $104,458.

Latest Holdings of Heidi Stam

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
IGR CBRE Clarion Global Real Estate Income Fund 2024-12-30 20,767 5.03 104,458

Holding Weightings of Heidi Stam


Heidi Stam Form 4 Trading Tracker

According to the SEC Form 4 filings, Heidi Stam has made a total of 7 transactions in CBRE Clarion Global Real Estate Income Fund (IGR) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in CBRE Clarion Global Real Estate Income Fund is the acquisition of 2,264 shares on December 30, 2024, which cost Heidi Stam around $11,003.

Insider Trading History of Heidi Stam

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Heidi Stam Trading Performance

GuruFocus tracks the stock performance after each of Heidi Stam's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Heidi Stam is -7.51%. GuruFocus also compares Heidi Stam's trading performance to market benchmark return within the same time period. The performance of stocks bought by Heidi Stam within 3 months outperforms 0 times out of 5 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Heidi Stam's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Heidi Stam

Average Return

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Average return per transaction

Outperforming Transactions

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2 out of 5 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -1.22 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -4.08 LIMIT LIMIT LIMIT LIMIT LIMIT

Heidi Stam Ownership Network

Ownership Network List of Heidi Stam

No Data

Ownership Network Relation of Heidi Stam

Insider Network Chart

Heidi Stam 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?

Heidi Stam is the director 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 , other: Sr. Dir of Investment Advisor Joseph P Smith , and director & President & CEO & other: Pres./CEO; Managing Dir IA T Ritson Ferguson .

CBRE Clarion Global Real Estate Income Fund (IGR) Insider Trades Summary

Over the past 18 months, Heidi Stam made 2 insider transaction in CBRE Clarion Global Real Estate Income Fund (IGR) with a net purchase of 4,155. Other recent insider transactions involving CBRE Clarion Global Real Estate Income Fund (IGR) include a net purchase of 15,000 shares made by Asuka Nakahara , a net purchase of 4,775 shares made by Jonathan D Miniman , and a net purchase of 10,552 shares made by Joseph P Smith .

In summary, during the past 3 months, insiders sold 0 shares of CBRE Clarion Global Real Estate Income Fund (IGR) in total and bought 4,155 shares, with a net purchase of 4,155 shares. During the past 18 months, 0 shares of CBRE Clarion Global Real Estate Income Fund (IGR) were sold and 34,482 shares were bought by its insiders, resulting in a net purchase of 34,482 shares.

CBRE Clarion Global Real Estate Income Fund (IGR)'s detailed insider trading history can be found in Insider Trading Tracker table.

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CBRE Clarion Global Real Estate Income Fund Insider Transactions

No Available Data

Heidi Stam Mailing Address

Above is the net worth, insider trading, and ownership report for Heidi Stam. You might contact Heidi Stam via mailing address: 110 Quail Street, Wayne Pa 19087.