SCHEDULE: Morgan Stanley, Parametric Ownership Update

Morgan Stanley and Parametric Portfolio Associates LLC have filed an amendment to their Schedule 13G, indicating they no longer beneficially own more than five percent of CBRE Global Real Estate Income Fund's common shares.

Summary

• Morgan Stanley and Parametric Portfolio Associates LLC have filed an amendment to their Schedule 13G filing for CBRE Global Real Estate Income Fund.
• This amendment indicates that both entities have ceased to be beneficial owners of more than five percent of the class of securities.
• The filing details shared voting power and shared dispositive power for both entities, totaling 5,769,908 shares, representing 3.8% of the class.
• The filing is dated June 30, 2026, with signatures dated August 12, 2026.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, primarily an administrative update regarding beneficial ownership thresholds rather than a reflection of significant company performance or strategic shifts.

Future Outlook

No specific future outlook or guidance is provided in this filing, as it pertains to ownership thresholds.

Management Comments

• As of the date hereof, Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities.
• 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.
• In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine for institutional investors and asset managers. A decrease in beneficial ownership below the 5% threshold by major holders like Morgan Stanley and Parametric Portfolio Associates LLC can sometimes precede shifts in investment strategy or portfolio rebalancing, though this filing itself does not provide direct evidence of such actions.

Stakeholder Impact

• Shareholders may note the reduced ownership stake of significant institutional investors, which could be a factor in future trading dynamics, though the filing does not indicate a sale of shares.

Key Dates

Keywords

CBRE Global Real Estate Income Fund, Schedule 13G, Beneficial Ownership, Morgan Stanley, Parametric Portfolio Associates LLC, Ownership Threshold