SMITH JOSEPH P

USNatural personCEO

Transactions

Issuers

Buys / Sells

36/0

Last tx

12 Dec 2025

Current positions

Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.

Issuer	Shares	Source	Last tx	Detail
CBRE GLOBAL REAL ESTATE INCOME FUND	114,836.67	reported	12 Dec 2025	tx 28+81,822.95
NYLI CBRE Global Infrastructure Megatrends Term Fund	12,230.43	reported	31 May 2024	tx 18+12,230.44

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Insider

SMITH JOSEPH P

USNatural personCEO

Transactions

Issuers

Buys / Sells

36/0

Last tx

12 Dec 2025

Behaviour

1 purchase reported after at least 12 months of silence — most recent on 11 Dec 2025.

Current positions

Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.

Issuer	Shares	Source	Last tx	Detail
CBRE GLOBAL REAL ESTATE INCOME FUND	114,836.67	reported	12 Dec 2025	tx 28+81,822.95
NYLI CBRE Global Infrastructure Megatrends Term Fund	12,230.43	reported	31 May 2024	tx 18+12,230.44

Track record

Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 36 buys in history.

1 month

+4.2%

Sample36

Win rate (≥5%)47%

Hit rate (>0)64%

3 months

+2.3%

Sample36

Win rate (≥5%)33%

Hit rate (>0)56%

6 months

+0.8%

Sample36

Recent transactions

Date	Type	Issuer	Qty	Price	Signals
12 Dec 2025	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	2,375	4.21 USD
11 Dec 2025	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	1,411	4.24 USD	first after silenceanomaly
30 Nov 2023	OTHER	NYLI CBRE Global Infrastructure Megatrends Term Fund	112.95	12.64 USD
31 May 2024	OTHER	NYLI CBRE Global Infrastructure Megatrends Term Fund	117.19	12.92 USD
29 Dec 2023	OTHER	NYLI CBRE Global Infrastructure Megatrends Term Fund	110.15	13.09 USD
31 Jan 2024	OTHER	NYLI CBRE Global Infrastructure Megatrends Term Fund	110.47	13.17 USD
29 Feb 2024	OTHER	NYLI CBRE Global Infrastructure Megatrends Term Fund	119.95	12.25 USD
28 Mar 2024	OTHER	NYLI CBRE Global Infrastructure Megatrends Term Fund	117.7	12.61 USD
30 Apr 2024	OTHER	NYLI CBRE Global Infrastructure Megatrends Term Fund	124.03	12.08 USD
29 Dec 2023	OTHER	CBRE GLOBAL REAL ESTATE INCOME FUND	10,864	5.10 USD
20 Oct 2023	PURCHASE	NYLI CBRE Global Infrastructure Megatrends Term Fund	927	10.78 USD
20 Oct 2023	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	2,418	4.14 USD
19 Sept 2023	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	2,074	4.83 USD
13 Sept 2023	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	2,044	4.89 USD
12 Sept 2023	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	4,016	4.98 USD	anomaly
14 Apr 2023	OTHER	CBRE GLOBAL REAL ESTATE INCOME FUND	20,488	5.03 USD
28 Mar 2023	PURCHASE	NYLI CBRE Global Infrastructure Megatrends Term Fund	741	13.49 USD
28 Mar 2023	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	3,913	5.12 USD	anomaly
30 Dec 2022	OTHER	CBRE GLOBAL REAL ESTATE INCOME FUND	3,104.95	6.89 USD
22 Nov 2022	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	3,311	6.05 USD	anomaly
29 Sept 2022	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	1,763	5.67 USD
29 Sept 2022	PURCHASE	NYLI CBRE Global Infrastructure Megatrends Term Fund	793	12.63 USD
21 Sept 2022	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	1,492	6.70 USD
22 Sept 2022	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	312	6.38 USD	anomaly
20 Sept 2022	PURCHASE	CBRE GLOBAL REAL ESTATE INCOME FUND	1,472	6.79 USD