CBL & Associates Properties Inc
CBL- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000910612
In the last 90 days, CBL & Associates Properties Inc insiders filed 0 open-market purchases and 5 sales; 227 institutions reported holding it in 13F filings for Q2 2026, worth $1.30B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in CBL & Associates Properties Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 97
- −4 vs. Q2 2023
- Shares held
- 25.4M
- −441.2K (−1.7%) vs. Q2 2023
- Total value
- $535.4M
- −$28.8M (−5.1%) vs. Q2 2023
- New holders
- 8
- 32 more added
- Sold out
- 12
- 32 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $1.30B |
| Q1 2026 | 196 | $918.5M |
| Q4 2025 | 191 | $889.8M |
| Q3 2025 | 178 | $728.8M |
| Q2 2025 | 163 | $616.9M |
| Q1 2025 | 164 | $645.3M |
| Q4 2024 | 155 | $712.0M |
| Q3 2024 | 146 | $642.4M |
| Q2 2024 | 111 | $616.3M |
| Q1 2024 | 115 | $595.2M |
| Q4 2023 | 110 | $633.0M |
| Q3 2023 | 97 | $535.4M |
| Q2 2023 | 101 | $564.1M |
| Q1 2023 | 100 | $650.9M |
| Q4 2022 | 94 | $594.1M |
| Q3 2022 | 95 | $674.9M |
| Q2 2022 | 95 | $615.1M |
| Q1 2022 | 74 | $777.6M |
| Q4 2021 | 53 | $395.1M |
| Q3 2021 | 5 | $73.0K |
| Q2 2021 | 6 | $49.0K |
| Q1 2021 | 6 | $55.0K |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding CBL & Associates Properties Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Global Retirement Partners, LLC | 4 | $75 | 0.00% | +1+33.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 4 | $84 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $105 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 31 | $683 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 56 | $1.00K | 0.00% | +29+107.4% | Added |
| Valley National Advisers Inc | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 97 | $2.04K | 0.00% | −5−4.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 110 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 133 | $2.79K | 0.00% | −13−8.9% | Reduced |
| Bartlett & Co. LLC | 133 | $3.00K | 0.00% | −13−8.9% | Reduced |
| Tradition Wealth Management, LLC | 136 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 147 | $3.08K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 342 | $7.17K | 0.00% | +342 | New |
| HHM Wealth Advisors, LLC | 342 | $7.18K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 395 | $8.00K | 0.00% | −174−30.6% | Reduced |
| CWM, LLC | 416 | $9.00K | 0.00% | +213+104.9% | Added |
| Iat Reinsurance Co Ltd. | 658 | $13.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 747 | $16.0K | 0.00% | +270+56.6% | Added |
| Qube Research & Technologies Ltd | 1,628 | $34.2K | 0.00% | +1,628 | New |
| New York State Teachers Retirement System | 2,369 | $50.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,482 | $52.1K | 0.00% | +305+14.0% | Added |
| Geneos Wealth Management Inc. | 2,488 | $52.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,600 | $54.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,629 | $55.2K | 0.00% | −5,266−66.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,675 | $56.1K | 0.00% | +678+34.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,718 | $57.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,963 | $62.2K | 0.00% | −9,398−76.0% | Reduced |
| Amalgamated Bank | 3,740 | $78.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 5,700 | $119.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,764 | $121.0K | 0.00% | +5,764 | New |
| Barclays PLC | 6,730 | $141.2K | 0.00% | −753−10.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,956 | $145.9K | 0.00% | +5,425+354.3% | Added |
| Daiwa Securities Group Inc. | 7,828 | $164.0K | 0.00% | +400+5.4% | Added |
| Antara Capital LP | 8,017 | $168.2K | 0.29% | −244,559−96.8% | Reduced |
| Citigroup Inc | 8,817 | $185.0K | 0.00% | −8,531−49.2% | Reduced |
| First Manhattan Co | 8,893 | $186.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,041 | $189.7K | 0.00% | −4,343−32.4% | Reduced |
| New York State Common Retirement Fund | 9,120 | $191.3K | 0.00% | +6+0.1% | Added |
| Royal Bank of Canada | 9,407 | $198.0K | 0.00% | +3,975+73.2% | Added |
| State of Wyoming | 10,025 | $210.3K | 0.05% | +4,247+73.5% | Added |
| Manufacturers Life Insurance Company, The | 10,535 | $221.0K | 0.00% | −18−0.2% | Reduced |
| NBC Securities, Inc. | 10,726 | $225.0K | 0.02% | +10,726 | New |
| Beacon Pointe Advisors, LLC | 10,948 | $229.7K | 0.00% | +10,948 | New |
| Voya Investment Management LLC | 11,641 | $244.2K | 0.00% | +292+2.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,777 | $247.1K | 0.00% | −96−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,018 | $252.1K | 0.00% | +1,467+13.9% | Added |
| Alps Advisors Inc | 12,031 | $252.4K | 0.00% | +12,031 | New |
| Deutsche Bank AG | 12,124 | $254.4K | 0.00% | +1,966+19.4% | Added |
| Nisa Investment Advisors, LLC | 12,267 | $257.4K | 0.00% | +365+3.1% | Added |
| FMR LLC | 12,295 | $257.9K | 0.00% | +12,123+7,048.3% | Added |
| UBS Group AG | 12,311 | $258.3K | 0.00% | −7,933−39.2% | Reduced |
| State of Alaska, Department of Revenue | 12,725 | $266.0K | 0.00% | +2,204+20.9% | Added |
| American International Group, Inc. | 13,435 | $281.9K | 0.00% | +478+3.7% | Added |
| Legal & General Group Plc | 13,584 | $285.0K | 0.00% | −242−1.8% | Reduced |
| Russell Investments Group, Ltd. | 14,264 | $299.3K | 0.00% | +279+2.0% | Added |
| MetLife Investment Management | 14,535 | $304.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 15,824 | $332.0K | 0.00% | −3,002−15.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,365 | $343.3K | 0.00% | +3,403+26.3% | Added |
| Susquehanna International Group, LLP | 18,403 | $386.1K | 0.00% | +1,289+7.5% | Added |
| Bank of America Corp | 23,675 | $496.7K | 0.00% | +9,457+66.5% | Added |
| Swiss National Bank | 24,400 | $511.9K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 24,590 | $515.9K | 0.00% | −940−3.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,027 | $546.0K | 0.00% | −1,802−6.5% | Reduced |
| Nomura Asset Management Co Ltd | 26,800 | $562.3K | 0.00% | −200−0.7% | Reduced |
| Morgan Stanley | 31,350 | $657.7K | 0.00% | −5,732−15.5% | Reduced |
| Asset Management One Co.,Ltd. | 36,039 | $756.1K | 0.00% | −4,808−11.8% | Reduced |
| Am Investment Strategies LLC | 38,789 | $814.0K | 0.26% | −250−0.6% | Reduced |
| Rhumbline Advisers | 41,995 | $881.0K | 0.00% | −13,392−24.2% | Reduced |
| KCS Wealth Advisory | 49,336 | $1.04M | 0.44% | −1,486−2.9% | Reduced |
| Dimensional Fund Advisors LP | 53,324 | $1.12M | 0.00% | +11,487+27.5% | Added |
| JPMorgan Chase & Co | 56,662 | $1.19M | 0.00% | −3,189−5.3% | Reduced |
| AEGON USA Investment Management, LLC | 58,867 | $1.24M | 0.89% | +10,989+23.0% | Added |
| Tudor Investment Corp Et Al | 59,081 | $1.24M | 0.02% | −1,954−3.2% | Reduced |
| Nuveen Asset Management, LLC | 72,692 | $1.53M | 0.00% | −763−1.0% | Reduced |
| Invesco Ltd. | 75,708 | $1.59M | 0.00% | +8,293+12.3% | Added |
| Iszo Capital Management LP | 82,081 | $1.72M | 95.21% | +21,686+35.9% | Added |
| Renaissance Technologies LLC | 105,900 | $2.22M | 0.00% | +10,600+11.1% | Added |
| Bank of New York Mellon Corp | 109,680 | $2.30M | 0.00% | −280−0.3% | Reduced |
| Redwood Capital Management, LLC | 115,946 | $2.43M | 0.46% | 00.0% | Unchanged |
| Man Group plc | – | $2.67M | 0.01% | – | – |
| Thrivent Financial for Lutherans | 127,740 | $2.68M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 141,354 | $2.97M | 0.00% | −8,850−5.9% | Reduced |
| Northern Trust Corp | 234,985 | $4.93M | 0.00% | +1,197+0.5% | Added |
| Valueworks LLC | 328,305 | $6.89M | 2.50% | −950−0.3% | Reduced |
| Allianz Asset Management GmbH | 340,726 | $7.15M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 372,413 | $7.81M | 0.00% | +189,610+103.7% | Added |
| State Street Corp | 519,998 | $10.9M | 0.00% | −1,339−0.3% | Reduced |
| Geode Capital Management, LLC | 554,489 | $11.6M | 0.00% | +27,363+5.2% | Added |
| Vanguard Group Inc | 1,839,353 | $38.6M | 0.00% | +25,557+1.4% | Added |
| BlackRock Inc. | 1,846,474 | $38.7M | 0.00% | −7,878−0.4% | Reduced |
| Littlejohn & Co LLC | 1,948,204 | $40.9M | 35.59% | −13,124−0.7% | Reduced |
| Strategic Value Partners, LLC | 3,199,435 | $67.1M | 39.10% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,983,966 | $83.6M | 1.27% | 00.0% | Unchanged |
| Canyon Capital Advisors LLC | 8,466,294 | $177.6M | 17.54% | +70,001+0.8% | Added |
| Chai Trust Co LLC | 0 | $0 | 0.00% | −135,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,520−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −8,916−100.0% | Sold out |