Joseph P Smith - Net Worth and Insider Trading
Joseph P Smith Net Worth
The estimated net worth of Joseph P Smith is at least $624,697 dollars as of 2025-07-02. 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 $459,935. Joseph P Smith is also the Portfolio Manager of NYLI CBRE Global Infrastructure Megatrends Term Fund and owns about 11,418 shares of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) stock worth over $164,762. 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 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 Joseph P Smith has not made any transactions after 2023-10-20 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 NYLI CBRE Global Infrastructure Megatrends Term 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 | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| IGR | CBRE Clarion Global Real Estate Income Fund | 2023-10-20 | other: Sr. Dir of Investment Advisor |
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term 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 $459,935 and a weighting of 73.63%. Joseph P Smith also owns 11,418 shares of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of October 20, 2023, with a value of $164,762 and a weighting of 26.37%.
Latest Holdings of Joseph P Smith
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| IGR | CBRE Clarion Global Real Estate Income Fund | 2023-10-20 | 86,454 | 5.32 | 459,935 |
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | 2023-10-20 | 11,418 | 14.43 | 164,762 |
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 NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) over the past 5 years, including 8 buys and 0 sells. The most-recent trade in NYLI CBRE Global Infrastructure Megatrends Term 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
Ownership Network List of Joseph P Smith
Ownership Network Relation of Joseph P Smith
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 no insider transaction in CBRE Clarion Global Real Estate Income Fund (IGR). Other recent insider transactions involving CBRE Clarion Global Real Estate Income Fund (IGR) include a net sale of 14,250 shares made by Jonathan D Miniman , and a net purchase of 4,155 shares made by Heidi Stam .
In summary, during the past 3 months, insiders sold 16,000 shares of CBRE Clarion Global Real Estate Income Fund (IGR) in total and bought 0 shares, with a net sale of 16,000 shares. During the past 18 months, 16,000 shares of CBRE Clarion Global Real Estate Income Fund (IGR) were sold and 5,905 shares were bought by its insiders, resulting in a net sale of 10,095 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. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Joseph P Smith's mailing address is: Radnor Pa 19087.
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