Key Takeaways
- • CBRE Investment Management Listed Real Assets LLC filed a Form 8.3 disclosure on 26 June 2026, indicating a position of 1% or more in relevant securities related to a consortium comprising LondonMetric Property plc and Schroder Real Estate Investment Trust Limited.
- • The Form 8.3 filing is a mandatory UK Takeover Code disclosure required when a party acquires or holds interests exceeding the 1% threshold in a company subject to an offer, signaling material shareholding activity in the LondonMetric-Schroder REIT transaction.
- • The disclosure identifies CBRE Investment Management Listed Real Assets LLC as the party making the opening position disclosure, with the filing date of 26 June 2026 establishing the relevant disclosure timeline for the consortium transaction.
- • The filing does not identify any other party to the offer beyond the consortium of LondonMetric Property plc and Schroder Real Estate Investment Trust Limited, indicating a bilateral transaction structure.
Summary
CBRE Investment Management Listed Real Assets LLC filed a Form 8.3 public opening position disclosure under Rule 8.3 of the UK Takeover Code on 26 June 2026, revealing a shareholding position of 1% or more in relevant securities related to a consortium transaction involving LondonMetric Property plc and Schroder Real Estate Investment Trust Limited.
The Form 8.3 disclosure mechanism is a cornerstone of UK takeover regulation, requiring parties holding material interests (1% or greater) in companies subject to acquisition offers to publicly disclose their positions and any subsequent dealing activity. The filing by CBRE Investment Management, a major institutional real estate asset manager, underscores the significance of this transaction within the UK real estate investment trust sector.
The disclosure identifies the consortium comprising LondonMetric Property plc and Schroder Real Estate Investment Trust Limited as the relevant parties to the offer. The filing confirms that CBRE Investment Management is making no additional disclosures in respect of any other party to the offer, establishing a clear disclosure scope limited to the named consortium entities.
The 26 June 2026 filing date represents the latest practicable date prior to public disclosure of CBRE Investment Management's opening position in the relevant securities, providing institutional investors and market participants with transparency regarding significant shareholding concentrations ahead of further transaction developments.
The Form 8.3 disclosure mechanism is a cornerstone of UK takeover regulation, requiring parties holding material interests (1% or greater) in companies subject to acquisition offers to publicly disclose their positions and any subsequent dealing activity. The filing by CBRE Investment Management, a major institutional real estate asset manager, underscores the significance of this transaction within the UK real estate investment trust sector.
The disclosure identifies the consortium comprising LondonMetric Property plc and Schroder Real Estate Investment Trust Limited as the relevant parties to the offer. The filing confirms that CBRE Investment Management is making no additional disclosures in respect of any other party to the offer, establishing a clear disclosure scope limited to the named consortium entities.
The 26 June 2026 filing date represents the latest practicable date prior to public disclosure of CBRE Investment Management's opening position in the relevant securities, providing institutional investors and market participants with transparency regarding significant shareholding concentrations ahead of further transaction developments.
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