Morgan Stanley (IGR) stake in CBRE Global Real Estate Income falls below 5%
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.
Key Figures
Beneficial ownership percentage: 3.8 %
Shared voting power: 785,561 shares
Shared dispositive power: 5,769,908 shares
+2 more
5 metrics
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
Key Terms
beneficial owner, shared voting power, shared dispositive power, Common Shares of Beneficial Interest, +1 more
5 terms
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.