Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
June's AI-picked stock updates now live. See what's new in Tech Titans, up 28.5% year to date. Unlock Stocks
26.97
+0.48
+1.81%
- Morningstar Rating:
- Total Assets: 126.07M
VY Clarion Real Estate S
26.97
+0.48
+1.81%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
Vy® Cbre Real Estate Portfolio Class S Overview
On this page you'll find an in-depth profile of Vy® Cbre Real Estate Portfolio Class S. Learn about the key management, total assets, investment strategy and contact information of IVRSX among other information.
Investment Strategy
The investment seeks total return including capital appreciation and current income. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in common and preferred stocks of U.S. real estate investment trusts and real estate companies.
Contact Information
Address
7337 E. Doubletree Ranch Road
Scottsdale,AZ 85258
United States
Scottsdale,AZ 85258
United States
Phone
1-800-366-0066
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kenneth S. Weinberg | Director, Senior Portfolio Manager | 2020 | Now |
| Biography | Kenneth Weinberg is a Global Portfolio Manager, a member of CBRE Investment Management’s Listed Real Assets business’ Global Investment Policy Committee, and co-leader of the U.S. real estate securities research team. Kenneth joined the predecessor firm of CBRE Investment Management's Listed Real Assets business in 2004. Prior to that, Kenneth worked in various management and analyst positions in the real estate industry including positions with Legg Mason Wood Walker, Inc. and Prudential Real Estate Investors. Kenneth has over 28 years of real estate investment management experience. Credentials - National Association of Real Estate Investment Trusts (NAREIT) - Chartered Financial Analyst (CFA) Education - M.B.A., Fuqua School, Duke University, 1999 - B.S., Duke University (cum laude and with Departmental Distinction), 1991 | ||
| Jonathan Miniman | Regional Portfolio Manager | 2020 | Now |
| Biography | Mr. Miniman is a Global Portfolio Manager, a member of the Listed Real Assets Global Investment Policy Committee, and co-leader of the U.S. real estate securities research team. Jonathan joined the predecessor firm of CBRE Investment Management's Listed Real Assets business in 2002. Prior to that, Jonathan worked at Group One Trading as a trader. Jonathan has over 20 years of financial industry experience. Credentials - National Association of Real Estate Investment Trusts (NAREIT) - Chartered Financial Analyst (CFA) Education - B.S., Villanova University, 2001 (cum laude) | ||
| Joseph P. Smith | Co-CIO, Listed Real Asset Strategies | 2009 | Now |
| Biography | Mr. Smith has managed the MainStay CBRE Global Infrastructure Megatrends Fund since 2021 and the MainStay CBRE Global Infrastructure Fund since 2021. He joined CBRE's predecessor firm in 1997. Prior to that, Mr. Smith worked in various management and analyst positions in the real estate industry including positions at Alex Brown & Sons, PaineWebber and Radnor Advisors. Mr. Smith has over 29 years of real estate investment management experience. He has his B.S. from Villanova University and his M.B.A. from the Wharton School, University of Pennsylvania. He is also a CFA charterholder. | ||
| T. Ritson Ferguson | Co-CIO, Listed Real Asset Strategies | 2009 | 2022 |
| Biography | Ritson Ferguson is Vice Chairman of the firm’s Listed Real Assets business. He is a member of the Listed Real Assets Management Committee, Global Investment Committee and is also a member of the Global Investment Committee for the firm’s listed real assets and private infrastructure businesses. Between 2015 and 2019, Ritson served in global roles for CBRE Investment Management, first as Global CIO and then as Global CEO. During his tenure as Global CEO of the firm, Ritson accomplished several key initiatives, including the acquisition of the firm's private infrastructure business. | ||
| Theodore R. Bigman | Managing Director | 2001 | 2009 |
| Biography | Ted joined Morgan Stanley in 1995 and has 26 years of investment experience. He is a Managing Director at Morgan Stanley Investment Management and is the Head of Global Real Estate Securities Investing. Ted is the portfolio manager for the U.S. and global real estate securities portfolios and oversees the global team, which has investment teams in New York, Amsterdam and Singapore. Ted is also the lead portfolio manager for the Global Infrastructure Securities strategy. The teams have over $20 billion of assets under management in these strategies. Prior to joining the Firm in 1995, he was a Director at CS First Boston, where he worked for eight years in the real estate investment banking group. He established and managed the REIT effort at CS First Boston, and had primary responsibility for $2.5 billion of REIT initial public offerings. Ted also worked at Bain & Company as an Associate Consultant for two years. Ted received a B.A. from Brandeis University in Economics and an M.B.A. from Harvard Business School and studied at the London School of Economics. He was the 2011 recipient of the Industry Achievement Award from the National Association of Real Estate Investment Trusts, the leading REIT industry group, for his approach to securities research on listed real estate companies, which has been influential in making REITs a standard component of institutional real estate portfolios. | ||
| Douglas A. Funke | Vice President, Portfolio Manager | 2001 | 2004 |
| Biography | Douglas Funke is a Managing Director and Global Portfolio Manager with Forum Securities based in Greenwich. Prior to joining Forum Securities in 2012, Mr. Funke spent 6 years as a Managing Director at BeachStreet Capital where he advised hedge funds, institutional money managers, high net worth clients and public and private companies on real estate and real estate related matters. Prior to this position, Mr. Funke spent 12 years at Morgan Stanley, most recently, as a Managing Director and Co-Portfolio Manager of Morgan Stanley Investment Management’s US Real Estate Fund. Mr. Funke holds an A | ||
| Theodore R. Bigman | Managing Director | 2001 | 2001 |
| Biography | Ted joined Morgan Stanley in 1995 and has 26 years of investment experience. He is a Managing Director at Morgan Stanley Investment Management and is the Head of Global Real Estate Securities Investing. Ted is the portfolio manager for the U.S. and global real estate securities portfolios and oversees the global team, which has investment teams in New York, Amsterdam and Singapore. Ted is also the lead portfolio manager for the Global Infrastructure Securities strategy. The teams have over $20 billion of assets under management in these strategies. Prior to joining the Firm in 1995, he was a Director at CS First Boston, where he worked for eight years in the real estate investment banking group. He established and managed the REIT effort at CS First Boston, and had primary responsibility for $2.5 billion of REIT initial public offerings. Ted also worked at Bain & Company as an Associate Consultant for two years. Ted received a B.A. from Brandeis University in Economics and an M.B.A. from Harvard Business School and studied at the London School of Economics. He was the 2011 recipient of the Industry Achievement Award from the National Association of Real Estate Investment Trusts, the leading REIT industry group, for his approach to securities research on listed real estate companies, which has been influential in making REITs a standard component of institutional real estate portfolios. | ||
| David O'Connor | Managing Director | 1999 | 2001 |
| Biography | O'Connor is managing director with E.I.I. Realty Securities. He has served as an analyst or portfolio manager with the firm since February 1994. Prior to joining the firm, he served as an investment executive with Kidder Peabody & Company. | ||
| Richard J. Adler | co-Founder, Managing Director, investment Strategist - real estate | 1995 | 2001 |
| Biography | Adler is a managing director of E.I.I. Realty Securities, a company he co-founded in 1983. He serves as investment strategist for the firm’s real estate securities, equity and fixed income activities. From 1973 to 1983, Richard was a vice president of Goldman Sachs, & Co. Adler has passed the series 7, series 5, and series 3 exams and is a registered representative of the New York Stock Exchange, American Stock Exchange, and North American Securities Dealers. | ||
| Cydney C. Donnell | Managing Director | 1995 | 2001 |
| Biography | Donnell is managing director with E.I.I. Realty Securities, a company she joined in 1986. Prior to joining the firm, she was a real estate lending officer at Republic Bank Corporation from 1983 to 1986. Donnell is a member of the NAREIT Equity Index Board of Governors and has held a real-estate brokers license since October 1992. | ||
Write your thoughts about Vy® Cbre Real Estate Portfolio Class S
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review