CBL — CBL & ASSOC PPTYS INC
Reported value held$447.78M
Funds holding (latest)39
SectorReal Estate
Funds holding (Q2 2026)35
Institutional value$383.73M · 7.24M sh
New / Add / Cut / Exit5 / 23 / 5 / 1
Top-5 / Top-10 concentration53.6% / 75.0%
Institutional holdings change
Accumulating +38.1%
(+2.00M sh)
Institutional value change
Up +91.0%
As of Q2 2026, 35 SEC-registered investment managers reported holding CBL (CBL & ASSOC PPTYS INC) in their latest 13F filings, with a combined reported value of $383.73M across 7.24M shares. That is +38.1% by share count (+2.00M shares) versus the previous quarter, while reported value moved +91.0%. Ownership is concentrated: the five largest holders account for 53.6% of reported value and the top ten for 75.0%.
Compared with the prior quarter, 5 opened new positions, 23 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CBL is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.05M | $108.84M | 0.00% | Add |
| Geode Capital Management history | 570.76K | $30.31M | 0.00% | Add |
| Charles Schwab Investment Management history | 453.58K | $24.08M | 0.00% | Add |
| Arrowstreet Capital history | 412.53K | $21.90M | 0.01% | Hold |
| Prudential Financial history | 387.58K | $20.58M | 0.02% | Add |
| AQR Capital Management history | 365.73K | $19.42M | 0.01% | Add |
| JPMorgan Chase & Co history | 341.25K | $18.18M | 0.00% | New |
| Renaissance Technologies history | 313.83K | $16.66M | 0.02% | Reduce |
| Marshall Wace history | 305.20K | $16.20M | 0.01% | New |
| Citadel Advisors history | 219.63K | $11.66M | 0.00% | Add |
| BNY Mellon history | 188.39K | $10.00M | 0.00% | Add |
| Goldman Sachs Group history | 181.26K | $9.62M | 0.00% | Add |
| Morgan Stanley history | 180.60K | $9.59M | 0.00% | Add |
| Northern Trust Corp history | 174.94K | $9.29M | 0.00% | Reduce |
| Two Sigma Investments history | 128.32K | $6.81M | 0.01% | Add |
| D. E. Shaw & Co history | 106.39K | $5.65M | 0.00% | Add |
| Bank of America Corp history | 94.77K | $5.03M | 0.00% | Reduce |
| Wells Fargo & Co history | 82.86K | $4.40M | 0.00% | Add |
| Millennium Management history | 78.97K | $4.19M | 0.00% | Add |
| Point72 Asset Management history | 76.97K | $4.09M | 0.01% | Add |
| Wellington Management Group history | 76.68K | $4.07M | 0.00% | New |
| UBS Group AG history | 71.10K | $3.77M | 0.00% | Reduce |
| Lazard Asset Management history | 70.48K | $3.74M | 0.01% | Add |
| Citigroup Inc history | 53.14K | $2.82M | 0.00% | Add |
| Invesco Ltd history | 48.12K | $2.55M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 42.01K | $2.23M | 0.00% | Add |
| Franklin Resources history | 36.34K | $1.93M | 0.00% | Hold |
| Principal Global Investors history | 31.22K | $1.66M | 0.00% | Add |
| Norges Bank Investment Management history | 29.00K | $1.54M | 0.00% | New |
| Legal & General Investment Management America history | 20.59K | $1.09M | 0.00% | Add |
| Deutsche Bank AG history | 18.61K | $988.06K | 0.00% | Add |
| Manulife Financial history | 10.28K | $545.82K | 0.00% | Reduce |
| CPP Investments history | 5.50K | $292.00K | 0.00% | New |
| PNC Financial Services history | 18 | $956 | 0.00% | Add |
| T. Rowe Price Associates history | 15.57K | $827 | 0.00% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.79M | $68.70M | 0.00% | Add |
| Geode Capital Management history | 493.43K | $18.97M | 0.00% | Add |
| Arrowstreet Capital history | 414.12K | $15.91M | 0.01% | Add |
| Charles Schwab Investment Management history | 342.23K | $13.15M | 0.00% | Add |
| AQR Capital Management history | 324.66K | $12.48M | 0.01% | Add |
| Renaissance Technologies history | 319.19K | $12.27M | 0.02% | Add |
| BNY Mellon history | 186.80K | $7.18M | 0.00% | Add |
| Northern Trust Corp history | 181.40K | $6.97M | 0.00% | Add |
| Goldman Sachs Group history | 163.89K | $6.30M | 0.00% | Reduce |
| Morgan Stanley history | 129.90K | $4.99M | 0.00% | Add |
| Prudential Financial history | 115.16K | $4.43M | 0.01% | Add |
| Bank of America Corp history | 114.06K | $4.38M | 0.00% | Add |
| UBS Group AG history | 85.80K | $3.30M | 0.00% | Add |
| D. E. Shaw & Co history | 77.27K | $2.97M | 0.00% | Add |
| Wells Fargo & Co history | 68.74K | $2.64M | 0.00% | Reduce |
| Point72 Asset Management history | 66.78K | $2.57M | 0.00% | Add |
| Lazard Asset Management history | 57.73K | $2.22M | 0.00% | Add |
| Two Sigma Investments history | 44.55K | $1.71M | 0.00% | Add |
| Invesco Ltd history | 42.89K | $1.65M | 0.00% | Add |
| Franklin Resources history | 36.30K | $1.40M | 0.00% | Add |
| Principal Global Investors history | 28.57K | $1.10M | 0.00% | Add |
| Citadel Advisors history | 28.09K | $1.08M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 27.83K | $1.07M | 0.00% | Add |
| Citigroup Inc history | 23.87K | $917.17K | 0.00% | Add |
| Millennium Management history | 23.50K | $903.11K | 0.00% | Reduce |
| Deutsche Bank AG history | 15.34K | $589.52K | 0.00% | Add |
| Legal & General Investment Management America history | 11.82K | $454.36K | 0.00% | Reduce |
| Manulife Financial history | 10.60K | $407.44K | 0.00% | Add |
| Janus Henderson Group history | 6.50K | $250.27K | 0.00% | Hold |
| T. Rowe Price Associates history | 14.07K | $541 | 0.00% | Add |
| PNC Financial Services history | 5 | $192 | 0.00% | Reduce |
Q4 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.72M | $63.69M | 0.00% | Add |
| Vanguard Group history | 1.69M | $62.59M | 0.00% | Reduce |
| Geode Capital Management history | 480.90K | $17.80M | 0.00% | Add |
| Renaissance Technologies history | 315.79K | $11.68M | 0.02% | Reduce |
| Arrowstreet Capital history | 314.27K | $11.63M | 0.01% | Reduce |
| AQR Capital Management history | 290.06K | $10.73M | 0.01% | Add |
| Goldman Sachs Group history | 256.19K | $9.48M | 0.00% | Reduce |
| Millennium Management history | 180.73K | $6.69M | 0.00% | Add |
| BNY Mellon history | 175.78K | $6.50M | 0.00% | Add |
| JPMorgan Chase & Co history | 165.88K | $6.14M | 0.00% | Add |
| Northern Trust Corp history | 158.31K | $5.86M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 143.38K | $5.31M | 0.00% | Add |
| Morgan Stanley history | 125.66K | $4.65M | 0.00% | Hold |
| Bank of America Corp history | 105.86K | $3.92M | 0.00% | Add |
| Wells Fargo & Co history | 78.87K | $2.92M | 0.00% | Add |
| Prudential Financial history | 67.33K | $2.49M | 0.00% | Reduce |
| UBS Group AG history | 60.91K | $2.25M | 0.00% | Add |
| D. E. Shaw & Co history | 47.27K | $1.75M | 0.00% | Add |
| Citadel Advisors history | 38.14K | $1.41M | 0.00% | Reduce |
| Invesco Ltd history | 37.15K | $1.37M | 0.00% | Reduce |
| Two Sigma Investments history | 36.44K | $1.35M | 0.00% | Reduce |
| Franklin Resources history | 26.91K | $995.63K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 23.87K | $883.13K | 0.00% | Add |
| Principal Global Investors history | 20.05K | $741.96K | 0.00% | Add |
| Deutsche Bank AG history | 14.01K | $518.52K | 0.00% | Reduce |
| Point72 Asset Management history | 13.44K | $497.13K | 0.00% | Reduce |
| Legal & General Investment Management America history | 13.37K | $494.84K | 0.00% | Reduce |
| Citigroup Inc history | 10.70K | $395.94K | 0.00% | Reduce |
| Janus Henderson Group history | 6.50K | $240.45K | 0.00% | New |
| Lazard Asset Management history | 5.95K | $220.22K | 0.00% | New |
| Manulife Financial history | 5.66K | $209.24K | 0.00% | New |
| CPP Investments history | 4.90K | $181.30K | 0.00% | New |
| PNC Financial Services history | 12 | $444 | 0.00% | New |
| T. Rowe Price Associates history | 10.26K | $380 | 0.00% | Add |
Q3 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.70M | $52.03M | 0.00% | Reduce |
| BlackRock Inc history | 1.62M | $49.53M | 0.00% | Reduce |
| Geode Capital Management history | 477.41K | $14.60M | 0.00% | Add |
| Arrowstreet Capital history | 368.01K | $11.25M | 0.01% | Reduce |
| Renaissance Technologies history | 321.19K | $9.82M | 0.01% | Add |
| Goldman Sachs Group history | 285.37K | $8.73M | 0.00% | Add |
| AQR Capital Management history | 238.39K | $7.29M | 0.01% | Add |
| Northern Trust Corp history | 173.28K | $5.30M | 0.00% | Add |
| JPMorgan Chase & Co history | 138.86K | $4.25M | 0.00% | Add |
| Charles Schwab Investment Management history | 136.10K | $4.16M | 0.00% | Add |
| Morgan Stanley history | 125.87K | $3.85M | 0.00% | Reduce |
| Bank of America Corp history | 96.03K | $2.94M | 0.00% | Add |
| BNY Mellon history | 89.17K | $2.73M | 0.00% | Reduce |
| Two Sigma Investments history | 80.96K | $2.48M | 0.00% | Reduce |
| Millennium Management history | 74.01K | $2.26M | 0.00% | Reduce |
| Prudential Financial history | 68.75K | $2.10M | 0.00% | Add |
| Citadel Advisors history | 59.83K | $1.83M | 0.00% | Reduce |
| UBS Group AG history | 56.84K | $1.74M | 0.00% | Add |
| Deutsche Bank AG history | 49.48K | $1.51M | 0.00% | Add |
| D. E. Shaw & Co history | 44.87K | $1.37M | 0.00% | Add |
| Invesco Ltd history | 42.29K | $1.29M | 0.00% | Reduce |
| Point72 Asset Management history | 37.37K | $1.14M | 0.00% | Add |
| Franklin Resources history | 26.07K | $797.22K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 17.42K | $532.62K | 0.00% | Add |
| Legal & General Investment Management America history | 15.56K | $475.76K | 0.00% | Add |
| Citigroup Inc history | 15.34K | $469.13K | 0.00% | Add |
| Principal Global Investors history | 14.09K | $430.81K | 0.00% | Reduce |
| Wells Fargo & Co history | 12.72K | $388.89K | 0.00% | Add |
| T. Rowe Price Associates history | 10.17K | $312 | 0.00% | Add |
Q2 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.71M | $43.53M | 0.00% | Add |
| BlackRock Inc history | 1.69M | $43.02M | 0.00% | Reduce |
| Arrowstreet Capital history | 425.85K | $10.81M | 0.01% | Add |
| Geode Capital Management history | 409.63K | $10.40M | 0.00% | Reduce |
| Renaissance Technologies history | 307.59K | $7.81M | 0.01% | Add |
| Morgan Stanley history | 217.70K | $5.53M | 0.00% | Reduce |
| Northern Trust Corp history | 170.80K | $4.34M | 0.00% | Reduce |
| Goldman Sachs Group history | 135.14K | $3.43M | 0.00% | Add |
| Citadel Advisors history | 132.77K | $3.37M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 127.37K | $3.23M | 0.00% | Reduce |
| AQR Capital Management history | 124.46K | $3.16M | 0.00% | Add |
| JPMorgan Chase & Co history | 116.87K | $2.97M | 0.00% | Reduce |
| Two Sigma Investments history | 113.18K | $2.87M | 0.01% | Reduce |
| BNY Mellon history | 96.67K | $2.45M | 0.00% | Reduce |
| Millennium Management history | 91.79K | $2.33M | 0.00% | Reduce |
| Bank of America Corp history | 54.90K | $1.39M | 0.00% | Add |
| Invesco Ltd history | 49.97K | $1.27M | 0.00% | Reduce |
| Deutsche Bank AG history | 49.17K | $1.25M | 0.00% | Add |
| UBS Group AG history | 41.02K | $1.04M | 0.00% | Reduce |
| Franklin Resources history | 28.32K | $719.04K | 0.00% | Add |
| Principal Global Investors history | 20.22K | $513.41K | 0.00% | Add |
| Point72 Asset Management history | 18.80K | $477.33K | 0.00% | New |
| Prudential Financial history | 15.85K | $402.31K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 15.35K | $389.68K | 0.00% | Add |
| Citigroup Inc history | 14.45K | $366.78K | 0.00% | Reduce |
| Legal & General Investment Management America history | 12.67K | $321.79K | 0.00% | Reduce |
| Wells Fargo & Co history | 10.81K | $274.52K | 0.00% | Reduce |
| D. E. Shaw & Co history | 9.98K | $253.44K | 0.00% | Reduce |
| T. Rowe Price Associates history | 10.09K | $257 | 0.00% | Add |
| Lazard Asset Management history | 6.92K | $175 | 0.00% | Add |
Q1 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.02M | $53.74M | 0.00% | Add |
| Vanguard Group history | 1.60M | $42.66M | 0.00% | Reduce |
| Geode Capital Management history | 457.56K | $12.16M | 0.00% | Add |
| Arrowstreet Capital history | 422.64K | $11.23M | 0.01% | Add |
| Renaissance Technologies history | 294.29K | $7.82M | 0.01% | Add |
| Morgan Stanley history | 245.72K | $6.53M | 0.00% | Add |
| Northern Trust Corp history | 189.14K | $5.03M | 0.00% | Hold |
| Citadel Advisors history | 150.97K | $4.01M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 134.52K | $3.58M | 0.00% | Reduce |
| Two Sigma Investments history | 133.71K | $3.55M | 0.01% | Add |
| JPMorgan Chase & Co history | 132.85K | $3.53M | 0.00% | Reduce |
| Millennium Management history | 113.60K | $3.02M | 0.00% | Reduce |
| AQR Capital Management history | 101.99K | $2.71M | 0.00% | Add |
| BNY Mellon history | 101.23K | $2.69M | 0.00% | Reduce |
| Goldman Sachs Group history | 91.35K | $2.43M | 0.00% | Reduce |
| Invesco Ltd history | 61.17K | $1.63M | 0.00% | Reduce |
| UBS Group AG history | 46.27K | $1.23M | 0.00% | Reduce |
| Bank of America Corp history | 33.08K | $879.24K | 0.00% | Add |
| Balyasny Asset Management history | 32.67K | $868.29K | 0.00% | New |
| Franklin Resources history | 26.90K | $715.08K | 0.00% | New |
| Citigroup Inc history | 23.95K | $636.59K | 0.00% | Reduce |
| D. E. Shaw & Co history | 15.49K | $411.67K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 14.97K | $397.89K | 0.00% | Add |
| Prudential Financial history | 14.91K | $396.44K | 0.00% | Add |
| Deutsche Bank AG history | 14.12K | $375.26K | 0.00% | Reduce |
| Legal & General Investment Management America history | 12.90K | $342.86K | 0.00% | Reduce |
| Wells Fargo & Co history | 12.14K | $322.57K | 0.00% | Add |
| Principal Global Investors history | 9.52K | $253.15K | 0.00% | Add |
| Manulife Financial history | 7.68K | $204.21K | 0.00% | Reduce |
| PNC Financial Services history | 1.41K | $37.58K | 0.00% | Hold |
| T. Rowe Price Associates history | 9.41K | $251 | 0.00% | Add |
| Lazard Asset Management history | 5.06K | $134 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 341.25K sh · $18.18M
- Marshall Wace 305.20K sh · $16.20M
- Wellington Management Group 76.68K sh · $4.07M
- Norges Bank Investment Management 29.00K sh · $1.54M
- CPP Investments 5.50K sh · $292.00K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 6.50K sh · $250.27K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 2.05M | 1.79M | 1.72M | 1.62M | 1.69M | 2.02M | 2.01M | 1.81M | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 570.76K | 493.43K | 480.90K | 477.41K | 409.63K | 457.56K | 450.82K | 484.48K | 578.50K | 595.49K | 580.56K | 554.49K | 527.13K | 507.19K | 491.43K | 477.14K | 265.97K | — | — |
| Charles Schwab Investment Management | 453.58K | 342.23K | 143.38K | 136.10K | 127.37K | 134.52K | 202.57K | 269.89K | 389.00K | 455.88K | 443.54K | 372.41K | 182.80K | 121.57K | 70.30K | 69.46K | 59.13K | — | — |
| Arrowstreet Capital | 412.53K | 414.12K | 314.27K | 368.01K | 425.85K | 422.64K | 370.25K | 433.84K | 79.92K | 70.39K | 33.97K | — | — | — | — | — | — | — | — |
| Prudential Financial | 387.58K | 115.16K | 67.33K | 68.75K | 15.85K | 14.91K | 8.28K | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 365.73K | 324.66K | 290.06K | 238.39K | 124.46K | 101.99K | 82.37K | 153.88K | 203.56K | 118.22K | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 341.25K | — | 165.88K | 138.86K | 116.87K | 132.85K | 135.33K | 57.65K | 50.57K | 89.46K | 67.33K | 56.66K | 59.85K | 27.17K | 61.56K | 54.82K | 55.51K | 21.85K | 10.04K |
| Renaissance Technologies | 313.83K | 319.19K | 315.79K | 321.19K | 307.59K | 294.29K | 261.79K | 238.10K | 202.40K | 171.30K | 128.60K | 105.90K | 95.30K | 67.20K | 42.50K | 40.20K | 35.40K | — | — |
| Marshall Wace | 305.20K | — | — | — | — | — | 24.71K | 16.33K | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 219.63K | 28.09K | 38.14K | 59.83K | 132.77K | 150.97K | 339.31K | 121.15K | 122.50K | 107.06K | 200.10K | 159.43K | 251.69K | 229.30K | 19.89K | 14.50K | 11.90K | 31.66K | — |
| BNY Mellon | 188.39K | 186.80K | 175.78K | 89.17K | 96.67K | 101.23K | 103.00K | 95.81K | 118.27K | 116.11K | 122.66K | 109.68K | 109.96K | 115.65K | 117.53K | 87.56K | 64.84K | — | — |
| Goldman Sachs Group | 181.26K | 163.89K | 256.19K | 285.37K | 135.14K | 91.35K | 109.13K | 98.75K | 63.80K | 160.29K | 113.45K | 141.35K | 150.20K | 50.46K | 30.14K | 112.32K | 114.42K | 52.43K | — |
| Morgan Stanley | 180.60K | 129.90K | 125.66K | 125.87K | 217.70K | 245.72K | 177.54K | 131.70K | 99.35K | 117.47K | 118.34K | 31.35K | 37.08K | 29.27K | 14.28K | 12.95K | 22.97K | 6.51K | 4.74K |
| Northern Trust Corp | 174.94K | 181.40K | 158.31K | 173.28K | 170.80K | 189.14K | 189.08K | 173.02K | 219.87K | 230.08K | 235.76K | 234.99K | 233.79K | 223.95K | 224.39K | 219.14K | 181.35K | — | — |
| Two Sigma Investments | 128.32K | 44.55K | 36.44K | 80.96K | 113.18K | 133.71K | 125.29K | 120.87K | 33.05K | 39.95K | 19.60K | — | — | — | — | — | — | 35.59K | 6.80K |
| D. E. Shaw & Co | 106.39K | 77.27K | 47.27K | 44.87K | 9.98K | 15.49K | 26.21K | 8.34K | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 94.77K | 114.06K | 105.86K | 96.03K | 54.90K | 33.08K | 31.54K | 25.16K | 27.38K | 17.02K | 28.77K | 23.68K | 14.22K | 23.17K | 15.62K | 27.13K | 6.51K | 6.78K | 23 |
| Wells Fargo & Co | 82.86K | 68.74K | 78.87K | 12.72K | 10.81K | 12.14K | 12.03K | 10.27K | 10.41K | 11.67K | 10.55K | 9.04K | 13.38K | 7.01K | 42.31K | 2.37K | 2.50K | 27.88K | 48.05K |
| Millennium Management | 78.97K | 23.50K | 180.73K | 74.01K | 91.79K | 113.60K | 214.12K | 136.43K | 8.87K | — | — | — | — | — | — | — | — | 82.36K | — |
| Point72 Asset Management | 76.97K | 66.78K | 13.44K | 37.37K | 18.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details