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, Q4 2023
Institutional positions in CBL & Associates Properties Inc as of Dec 31, 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
- 110
- +14 vs. Q3 2023
- Shares held
- 25.9M
- +577.5K (+2.3%) vs. Q3 2023
- Total value
- $633.0M
- +$98.6M (+18.5%) vs. Q3 2023
- New holders
- 19
- 41 more added
- Sold out
- 5
- 26 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding CBL & Associates Properties Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 17 | $0 | 0.00% | −116−87.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Global Retirement Partners, LLC | 4 | $88 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $98 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4 | $98 | 0.00% | +4 | New |
| Highlander Capital Management, LLC | 6 | $147 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 12 | $294 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 15 | $366 | 0.00% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 17 | $438 | 0.00% | −116−87.2% | Reduced |
| Beacon Capital Management, LLC | 31 | $650 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 33 | $806 | 0.00% | +33 | New |
| Valley National Advisers Inc | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 52 | $1.00K | 0.00% | −4−7.1% | Reduced |
| Signaturefd, LLC | 71 | $1.73K | 0.00% | +71 | New |
| Sound Income Strategies, LLC | 97 | $2.37K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $2.69K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 136 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 203 | $5.00K | 0.00% | −213−51.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 237 | $6.00K | 0.00% | −158−40.0% | Reduced |
| HHM Wealth Advisors, LLC | 261 | $6.37K | 0.00% | −81−23.7% | Reduced |
| Tennessee Valley Asset Management Partners | 283 | $6.91K | 0.00% | +283 | New |
| Parallel Advisors, LLC | 320 | $7.81K | 0.00% | +173+117.7% | Added |
| Lindbrook Capital, LLC | 573 | $14.0K | 0.00% | +573 | New |
| Iat Reinsurance Co Ltd. | 658 | $16.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 748 | $18.3K | 0.00% | +748 | New |
| FMR LLC | 874 | $21.3K | 0.00% | −11,421−92.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,004 | $24.5K | 0.00% | +257+34.4% | Added |
| The PNC Financial Services Group, Inc. | 1,974 | $48.2K | 0.00% | +1,632+477.2% | Added |
| Quantbot Technologies LP | 2,091 | $51.1K | 0.00% | +2,091 | New |
| New York State Teachers Retirement System | 2,369 | $58.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,479 | $60.5K | 0.00% | −3−0.1% | Reduced |
| Geneos Wealth Management Inc. | 2,488 | $60.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,675 | $65.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,718 | $66.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,277 | $80.0K | 0.00% | −10,987−77.0% | Reduced |
| Amalgamated Bank | 3,465 | $85.0K | 0.00% | −275−7.4% | Reduced |
| King Street Capital Management, L.P. | 3,489 | $85.2K | 0.13% | +3,489 | New |
| STRS Ohio | 5,700 | $139.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,396 | $181.0K | 0.00% | −432−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,850 | $191.7K | 0.00% | +894+12.9% | Added |
| SG Americas Securities, LLC | 8,832 | $216.0K | 0.00% | +3,068+53.2% | Added |
| UBS Asset Management Americas Inc | 8,916 | $217.7K | 0.00% | +8,916 | New |
| Citigroup Inc | 9,676 | $236.3K | 0.00% | +859+9.7% | Added |
| Manufacturers Life Insurance Company, The | 10,210 | $249.3K | 0.00% | −325−3.1% | Reduced |
| New York State Common Retirement Fund | 10,332 | $252.3K | 0.00% | +1,212+13.3% | Added |
| Wells Fargo & Company | 10,550 | $257.6K | 0.00% | +1,509+16.7% | Added |
| NBC Securities, Inc. | 10,726 | $261.0K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,948 | $267.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,066 | $270.2K | 0.00% | −1,201−9.8% | Reduced |
| Alps Advisors Inc | 11,166 | $272.7K | 0.00% | −865−7.2% | Reduced |
| Credit Suisse AG | 11,656 | $284.6K | 0.00% | +11,656 | New |
| Voya Investment Management LLC | 11,823 | $288.7K | 0.00% | +182+1.6% | Added |
| Royal Bank of Canada | 12,422 | $304.0K | 0.00% | +3,015+32.1% | Added |
| Deutsche Bank AG | 12,520 | $305.7K | 0.00% | +396+3.3% | Added |
| State of Alaska, Department of Revenue | 12,646 | $308.0K | 0.00% | −79−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,691 | $309.9K | 0.00% | +914+7.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,776 | $312.0K | 0.00% | +12,776 | New |
| American International Group, Inc. | 13,381 | $326.8K | 0.00% | −54−0.4% | Reduced |
| Legal & General Group Plc | 13,523 | $330.2K | 0.00% | −61−0.4% | Reduced |
| State of Wyoming | 13,552 | $330.9K | 0.06% | +3,527+35.2% | Added |
| Beverly Hills Private Wealth, LLC | 13,880 | $339.0K | 0.09% | +13,880 | New |
| California State Teachers Retirement System | 14,388 | $351.4K | 0.00% | −1,436−9.1% | Reduced |
| Advisor Group Holdings, Inc. | 14,412 | $351.9K | 0.00% | +2,394+19.9% | Added |
| MetLife Investment Management | 14,535 | $354.9K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 14,574 | $355.9K | 0.00% | +5,681+63.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,365 | $404.9K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 16,825 | $411.0K | 0.01% | +16,825 | New |
| Two Sigma Investments, LP | 19,600 | $478.6K | 0.00% | +19,600 | New |
| Simplex Trading, LLC | 20,373 | $497.0K | 0.02% | +20,373 | New |
| Swiss National Bank | 22,100 | $539.7K | 0.00% | −2,300−9.4% | Reduced |
| Citadel Advisors LLC | 26,496 | $647.0K | 0.00% | +23,867+907.8% | Added |
| Nomura Asset Management Co Ltd | 26,800 | $654.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 26,880 | $656.4K | 0.00% | +2,290+9.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 28,667 | $700.0K | 0.00% | +2,640+10.1% | Added |
| Bank of America Corp | 28,774 | $702.7K | 0.00% | +5,099+21.5% | Added |
| UBS Group AG | 33,540 | $819.0K | 0.00% | +21,229+172.4% | Added |
| Arrowstreet Capital, Limited Partnership | 33,972 | $830.0K | 0.00% | +33,972 | New |
| Susquehanna International Group, LLP | 35,567 | $868.5K | 0.00% | +17,164+93.3% | Added |
| Asset Management One Co.,Ltd. | 37,375 | $925.0K | 0.00% | +1,336+3.7% | Added |
| Am Investment Strategies LLC | 38,790 | $947.0K | 0.27% | +10.0% | Added |
| Barclays PLC | 39,169 | $956.5K | 0.00% | +32,439+482.0% | Added |
| Rhumbline Advisers | 42,323 | $1.03M | 0.00% | +328+0.8% | Added |
| Tudor Investment Corp Et Al | 42,715 | $1.04M | 0.01% | −16,366−27.7% | Reduced |
| AEGON USA Investment Management, LLC | 49,630 | $1.21M | 0.87% | −9,237−15.7% | Reduced |
| Taconic Capital Advisors LP | 50,000 | $1.22M | 0.12% | +50,000 | New |
| Dimensional Fund Advisors LP | 64,296 | $1.57M | 0.00% | +10,972+20.6% | Added |
| JPMorgan Chase & Co | 67,327 | $1.64M | 0.00% | +10,665+18.8% | Added |
| Invesco Ltd. | 77,676 | $1.90M | 0.00% | +1,968+2.6% | Added |
| Iszo Capital Management LP | 82,081 | $2.00M | 100.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 86,977 | $2.12M | 0.00% | +14,285+19.7% | Added |
| Goldman Sachs Group Inc | 113,452 | $2.77M | 0.00% | −27,902−19.7% | Reduced |
| Man Group plc | 114,497 | $2.80M | 0.01% | – | – |
| Redwood Capital Management, LLC | 117,613 | $2.87M | 0.52% | +1,667+1.4% | Added |
| Morgan Stanley | 118,337 | $2.89M | 0.00% | +86,987+277.5% | Added |
| Bank of New York Mellon Corp | 122,663 | $3.00M | 0.00% | +12,983+11.8% | Added |
| Renaissance Technologies LLC | 128,600 | $3.14M | 0.00% | +22,700+21.4% | Added |
| Thrivent Financial for Lutherans | 129,576 | $3.16M | 0.01% | +1,836+1.4% | Added |
| Northern Trust Corp | 235,761 | $5.76M | 0.00% | +776+0.3% | Added |
| Valueworks LLC | 328,080 | $8.01M | 2.72% | −225−0.1% | Reduced |