Key Takeaways
- • CBRE Investment Management Listed Real Assets LLC filed a Form 8.3 disclosure on June 12, 2026, indicating a 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 filing is a mandatory Takeover Code disclosure required when a person acquires interests representing 1% or more of relevant securities in an offeror or offeree company involved in a transaction.
- • The disclosure concerns a consortium structure comprising two major real estate investment entities: LondonMetric Property plc and Schroder Real Estate Investment Trust Limited, indicating coordinated activity in the UK real estate sector.
- • CBRE Investment Management's disclosure suggests substantive involvement in a transaction affecting these listed real estate vehicles, requiring public notification under UK takeover and disclosure regulations.
Summary
CBRE Investment Management Listed Real Assets LLC filed a Form 8.3 public opening position disclosure on June 12, 2026, marking a regulatory filing related to a consortium transaction involving LondonMetric Property plc and Schroder Real Estate Investment Trust Limited. The Form 8.3 is a mandatory disclosure mechanism under Rule 8.3 of the UK Takeover Code, requiring any party with interests in 1% or more of relevant securities of an offeree or offeror company to publicly declare such positions and any subsequent dealings.
The filing identifies CBRE Investment Management Listed Real Assets LLC as the discloser with interests in relevant securities tied to the consortium arrangement. The consortium structure uniting LondonMetric Property plc and Schroder Real Estate Investment Trust Limited represents significant activity within the UK listed real estate investment sector. Both entities are established real estate platforms with substantial market presence, suggesting a material transaction or strategic combination requiring Takeover Panel oversight and disclosure.
The disclosure was filed on the latest practicable date of June 12, 2026, and contains CBRE Investment Management's opening position in securities related to the consortium parties. The filing confirms that CBRE Investment Management is not acting as an exempt fund manager connected to either the offeror or offeree, establishing its independence as a party with direct interests in the relevant securities. The regulatory framework governing such disclosures ensures transparency for market participants and protects shareholder interests by mandating public notification when significant positions accumulate during takeover or merger activity.
The filing identifies CBRE Investment Management Listed Real Assets LLC as the discloser with interests in relevant securities tied to the consortium arrangement. The consortium structure uniting LondonMetric Property plc and Schroder Real Estate Investment Trust Limited represents significant activity within the UK listed real estate investment sector. Both entities are established real estate platforms with substantial market presence, suggesting a material transaction or strategic combination requiring Takeover Panel oversight and disclosure.
The disclosure was filed on the latest practicable date of June 12, 2026, and contains CBRE Investment Management's opening position in securities related to the consortium parties. The filing confirms that CBRE Investment Management is not acting as an exempt fund manager connected to either the offeror or offeree, establishing its independence as a party with direct interests in the relevant securities. The regulatory framework governing such disclosures ensures transparency for market participants and protects shareholder interests by mandating public notification when significant positions accumulate during takeover or merger activity.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.