CBL
CBL & Associates Properties, Inc. · Real Estate · REIT - Retail
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow -11.5% ·
net new positions +8.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | +15 | 12.70M | $669.90M | +19 | −3 |
| Q1 2026 | 91 | -1 | 11.46M | $440.22M | +3 | −4 |
| Q4 2025 | 92 | 0 | 12.28M | $454.18M | — | — |
| Q3 2025 | 18 | 0 | 9.22M | $281.90M | — | — |
| Q2 2025 | 15 | +1 | 8.67M | $220.07M | +1 | — |
| Q1 2025 | 11 | -1 | 5.30M | $140.92M | — | −1 |
| Q4 2024 | 12 | +1 | 5.53M | $162.62M | +1 | — |
| Q3 2024 | 10 | +3 | 5.60M | $141.21M | +3 | — |
| Q2 2024 | 7 | — | 5.11M | $119.51M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Oaktree Capital Management ✦ | 3.01M | -25.0% | $88.38M | 2.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 641.77K | — | $18.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 450.82K | -7.0% | $13.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 450.82K | -7.0% | $13.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 370.25K | -14.7% | $10.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 318.01K | +5074.3% | $9.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 318.01K | +5074.3% | $9.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 261.79K | +9.9% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 214.12K | +57.0% | $6.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 125.29K | +3.6% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 82.37K | -46.5% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 82.37K | -46.5% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 82.37K | -46.5% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 82.37K | -46.5% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 26.21K | +214.2% | $770,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 24.71K | +51.4% | $726,779 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 8.71K | New | $257,000 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| T. Rowe Price | $257,000 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 193 holders, 23.71M shares, $892.61M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 17.52K sh · $1.00M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
24.0% of class · View original SEC filing ↗