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Morgan Stanley (IGR) stake in CBRE Global Real Estate Income falls below 5%

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Morgan Stanley and its affiliate Parametric Portfolio Associates LLC report beneficial ownership of 3.8% of CBRE Global Real Estate Income Fund’s common shares of beneficial interest (CUSIP 12504G100. Each reports 0 shares with sole voting or dispositive power, 785,561 shares with shared voting power, and 5,769,908 shares with shared dispositive power. Both entities state that, as of the reporting date, they have ceased to be beneficial owners of more than five percent of this class of securities.

Positive

  • None.

Negative

  • None.
Beneficial ownership percentage 3.8 % Percentage of CBRE Global Real Estate Income Fund common shares reported by Morgan Stanley and Parametric
Shared voting power 785,561 shares Shares of CBRE Global Real Estate Income Fund with shared voting power
Shared dispositive power 5,769,908 shares Shares of CBRE Global Real Estate Income Fund with shared dispositive power
Sole voting power 0 shares Shares over which Morgan Stanley and Parametric report sole voting power
Sole dispositive power 0 shares Shares over which Morgan Stanley and Parametric report sole dispositive power
beneficial owner financial
"has ceased to be the beneficial owner of more than five percent"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
shared voting power financial
"6 | Shared Voting Power 785,561.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 5,769,908.00"
Common Shares of Beneficial Interest financial
"Title of class of securities: Common Shares of Beneficial Interest"
Common Shares of Beneficial Interest are units that represent ownership in a company or organization, like owning a piece of a pie. They give investors voting rights and a chance to share in profits, making them important for those looking to invest and have a say in how the organization is run.
parent holding company financial
"If a parent holding company has filed this schedule"

FAQ

What percentage of CBRE Global Real Estate Income Fund (IGR) do Morgan Stanley and Parametric now own?

Morgan Stanley and Parametric Portfolio Associates LLC report beneficial ownership of 3.8% of CBRE Global Real Estate Income Fund’s common shares. This percentage reflects their current reported holdings for this class of securities.

Have Morgan Stanley and Parametric fallen below the 5% ownership threshold in IGR?

Yes. Both Morgan Stanley and Parametric state they have ceased to be beneficial owners of more than five percent of CBRE Global Real Estate Income Fund’s common shares, and now report a combined 3.8% stake.

How many IGR shares do Morgan Stanley and Parametric have shared voting power over?

They report 785,561 CBRE Global Real Estate Income Fund shares with shared voting power. They report no shares with sole voting power, indicating voting authority is shared for this portion of the position.

What is the shared dispositive power of Morgan Stanley and Parametric in IGR?

They report 5,769,908 CBRE Global Real Estate Income Fund shares with shared dispositive power. They list 0 shares with sole dispositive power, meaning disposition authority is shared for the reported holdings.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





12504G100

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: As of the date hereof, Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities.


SCHEDULE 13G




Comment for Type of Reporting Person: As of the date hereof, Parametric Portfolio Associates LLC has ceased to be the beneficial owner of more than five percent of the class of securities.


SCHEDULE 13G



Morgan Stanley
Signature:Claire Gordon
Name/Title:Authorized Signatory, Morgan Stanley
Date:08/12/2026
Parametric Portfolio Associates LLC
Signature:Cindy Kim
Name/Title:Authorized Signatory, Parametric Portfolio Associates LLC
Date:08/12/2026
Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).