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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
3.88% -3.60% -- 1.115M
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.52% 88.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks high current income. Under normal market conditions, the Trust will invest substantially all but no less than 80% of its total assets in income-producing global "Real Estate Equity Securities.".
General
Security Type Closed-End Fund
Equity Style Mid Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Real Estate Global
Peer Group Real Estate Funds
Global Macro --
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Real Estate Funds
Fund Owner Firm Name CBRE
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-15.50%
41.01%
-5.39%
52.92%
-35.49%
8.66%
1.25%
2.91%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.61%
-18.46%
42.49%
-10.44%
40.44%
-37.12%
12.63%
12.16%
12.15%
-17.15%
46.71%
-10.95%
29.22%
-34.95%
15.12%
23.92%
-7.16%
-18.10%
34.89%
-12.49%
62.86%
-35.53%
13.28%
19.72%
-3.62%
-9.47%
43.12%
3.36%
32.87%
-19.98%
7.72%
11.90%
1.03%
As of December 20, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 137.6%
Bond 0.00%
Convertible 0.00%
Preferred 8.87%
Other -46.45%
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Basic Info

Investment Strategy
The Fund seeks high current income. Under normal market conditions, the Trust will invest substantially all but no less than 80% of its total assets in income-producing global "Real Estate Equity Securities.".
General
Security Type Closed-End Fund
Equity Style Mid Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Real Estate Global
Peer Group Real Estate Funds
Global Macro --
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Real Estate Funds
Fund Owner Firm Name CBRE
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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