Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
IGR | CBRE GLOBAL REAL ESTATE INCOME FUND | President & CEO, Portfolio Manager | $491K | +$10K | +2.08% | Dec 31, 2023 |
MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | Portfolio Manager | $158K | +$9.99K | +6.75% | May 31, 2024 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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