IGR Insider Heidi Stam Buys $2K of Stock
Heidi Stam acquired 445 shares of CBRE Global Real Estate Income Fund on June 24, 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Heidi Stam bought 445 shares of CBRE Global Real Estate Income Fund ($IGR) at an average price of $4.50, worth about $2,002.50, on June 24, 2026. The trade was reported to the SEC in a Form 4 filing.
Since the trade, $IGR is up 1.5% after 1 week, up 8.8% after 1 month and up 171.9% to date (from the $4.10 close on Jun 24, 2026).
Key Points
- Heidi Stam bought 445 shares of CBRE Global Real Estate Income Fund for $2,002.50 on June 24, 2026.
- Shares of IGR traded near $4.58 on Saturday, with a market cap of $694.9 million and a P/E ratio of 38.25.
- Morgan Stanley reduced its holdings by 897,270 shares, while Wells Fargo increased its stake by 659,947 shares.
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Heidi Stam, an insider at CBRE Global Real Estate Income Fund, purchased 445 shares of the fund on June 24, 2026. The shares were bought at an average price of $4.50 each, amounting to a total transaction value of $2,002.50. This transaction was not part of a planned trading program.
Other Institutional Activity in CBRE Global Real Estate Income Fund
Morgan Stanley trimmed its holdings in CBRE Global Real Estate Income Fund by 897,270 shares, leaving it with 8,860,374 shares valued at approximately $38.9 million. UBS Group AG also reduced its position by 163,994 shares, finishing with 5,650,991 shares worth about $24.8 million. Penserra Capital Management LLC opened a new position with 4,120,579 shares, valued at around $18.1 million. Meanwhile, Wells Fargo & Company/MN increased its holdings by 659,947 shares, ending with 2,905,991 shares worth approximately $12.8 million. Flagship Harbor Advisors, LLC added 252,781 shares, bringing its total to 2,234,353 shares valued at roughly $9.8 million.
CBRE Global Real Estate Income Fund Stock Down 62.4%
Shares of NYSE:IGR traded near $4.58 on Saturday. CBRE Global Real Estate Income Fund has a market capitalization of $694.9 million and a P/E ratio of 38.25. The stock's beta is 1.347, indicating it is somewhat more volatile than the market. Its 52-week range is between $4.15 and $5.37. The fund's 50-day moving average is $4.66, and its 200-day moving average is $4.72. The fund's current and quick ratios are both 0.021, with a debt-to-equity ratio of 48.001.
Recent Earnings
The fund reported revenue of $40.8 million, though it experienced a revenue decline of 15.3%. Its earnings per share (EPS) stand at $0.12, with a net margin of 41.75% and a return on equity (ROE) of 2.43%. The next earnings report is expected on August 19, 2025.
Dividend
CBRE Global Real Estate Income Fund offers an annual dividend rate of $0.72, yielding 15.69%. The dividend payout ratio is 6.0%, indicating a conservative approach to dividend distribution.
Insider Buying and Selling at CBRE Global Real Estate Income Fund
In addition to Heidi Stam's recent purchase, other insiders have also been active. Peter Francis Finnerty bought 46,500 shares at $4.32 each on December 17, 2025. Joseph Smith, the President & CEO, acquired 2,375 shares at $4.21 on December 12, 2025, and an additional 1,411 shares at $4.24 on December 11, 2025. These transactions were not made under planned trading programs.
About CBRE Global Real Estate Income Fund
CBRE Global Real Estate Income Fund, headquartered in Radnor, PA, specializes in investing in a variety of property types such as offices, retail spaces, apartments, and industrial properties. It operates in the public equity markets across developed regions including North America, Europe, Australia, and Asia. The fund targets stocks in the real estate sector, including real estate investment trusts (REITs), using fundamental analysis and in-house research to guide its investment decisions. The fund is managed by CEO Mr. Thomas Ritson Ferguson, C.F.A.
Bottom Line
Heidi Stam's recent purchase of shares in CBRE Global Real Estate Income Fund indicates her personal investment in the fund. Investors often track insider transactions for potential insights, but it's important to remember that these filings are historical and may not reflect current positions. The fund's diverse real estate investments and significant dividend yield make it a notable player in the asset management sector.
Source: Heidi Stam's Form 4 filing on $IGR (Jun 24, 2026). Find the original filing: IGR Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
