CBL
CBL & Associates Properties, Inc. · Real Estate · REIT - Retail
Momentum inputs (comparable managers):
holder breadth -1.1% ·
share flow +1.7% ·
net new positions -1.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | +15 | 12.67M | $671.37M | +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 ✦ | 2.15M | -14.4% | $82.77M | 1.9% | ▼ Trim | 8 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 1.79M | +3.9% | $68.70M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 3 | Vanguard Capital Management Llc | 674.33K | — | $25.91M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 640.25K | +31.5% | $24.60M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 493.43K | +2.6% | $18.97M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Arrowstreet Capital ✦ | 414.12K | +31.8% | $15.91M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 405.83K | -9.2% | $15.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | First Manhattan Co. Llc. | 366.38K | -0.4% | $14.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Charles Schwab Investment… | 342.23K | +138.7% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 324.66K | +11.9% | $12.48M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 11 | Renaissance Technologies ✦ | 319.19K | +1.1% | $12.27M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Allianz Asset Management GmbH | 259.58K | +11.8% | $9.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Dimensional Fund Advisors Lp | 205.50K | +13.8% | $7.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Bank of New York Mellon Corp | 186.80K | +6.3% | $7.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Northern Trust Corp | 181.40K | +14.6% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Goldman Sachs Group ✦ | 163.89K | -36.0% | $6.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 157.68K | -4.9% | $6.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 18 | Morgan Stanley ✦ | 129.90K | +3.4% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 19 | Bnp Paribas Financial Markets | 122.51K | -7.0% | $4.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Prudential Financial Inc | 115.16K | +71.0% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Hrt Financial Lp | 114.97K | +120.7% | $4.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Connor, Clark & Lunn Investment… | 114.11K | +15.0% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 114.06K | +7.7% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Tudor Investment Corp Et Al | 97.52K | +3.2% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 85.80K | +40.9% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | D. E. Shaw & Co. ✦ | 77.27K | +63.5% | $2.97M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 70.12K | -29.3% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 68.74K | -12.8% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Point72 Asset Management ✦ | 66.78K | +397.1% | $2.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Nuveen, LLC | 60.00K | -2.3% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Man Group plc | 58.79K | +79.7% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Lazard Asset Management Llc | 57.73K | +870.0% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 56.60K | +5.4% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Hsbc Holdings Plc | 56.61K | -21.5% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 55.35K | +56.9% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 36 | Jane Street Group, Llc | 50.49K | -38.1% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | UBS AM, a distinct business unit of… | 49.09K | +0.8% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 38 | Two Sigma Investments ✦ | 44.55K | +22.3% | $1.71M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 39 | Invesco Ltd. | 42.89K | +15.5% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 40 | State Of Wisconsin Investment Board | 37.83K | -39.6% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Franklin Resources Inc | 36.30K | +34.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Rhumbline Advisers | 35.73K | +0.5% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Barclays Plc | 33.03K | -21.7% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | Swiss National Bank | 30.50K | 0.0% | $1.17M | 0.0% | Held | 2 | SEC ↗ |
| 45 | Principal Financial Group Inc | 28.57K | +42.5% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Fidelity (FMR) ✦ | 27.83K | +16.6% | $1.07M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 47 | Alliancebernstein L.P. | 26.24K | +1.8% | $970,880 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Nomura Asset Management Co Ltd | 23.90K | -0.4% | $918,477 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Citigroup Inc | 23.87K | +123.0% | $917,171 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Millennium Management ✦ | 23.50K | -87.0% | $903,105 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 22.19K | -11.7% | $852,800 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 52 | Asset Management One Co., Ltd. | 21.91K | 0.0% | $841,924 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Voya Investment Management Llc | 19.51K | +28.8% | $749,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 19.11K | +52.5% | $734,244 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Mariner, LLC | 18.06K | +14.0% | $694,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 16.02K | -67.4% | $615,610 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Sumitomo Mitsui Trust Group, Inc. | 15.75K | -0.9% | $605,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Universal- Beteiligungs- und… | 15.62K | New | $600,469 | 0.0% | New | 1 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 15.34K | +9.5% | $589,516 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | California State Teachers… | 15.22K | -0.9% | $584,981 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | T. Rowe Price ✦ | 14.07K | +37.1% | $541,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | Mitsubishi UFJ Asset Management… | 13.91K | +20.0% | $534,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Cwm, Llc | 13.49K | +11.7% | $518,613 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Legal & General Group Plc | 11.82K | -11.6% | $454,359 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 65 | Creative Planning | 11.39K | -2.5% | $437,575 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Manufacturers Life Insurance… | 10.60K | +87.5% | $407,435 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Mercer Global Advisors Inc /Adv | 10.06K | +33.7% | $386,760 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Wealth Enhancement Advisory… | 8.66K | -3.9% | $349,766 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | American Century Companies Inc | 8.83K | 0.0% | $339,491 | 0.0% | Held | 2 | SEC ↗ |
| 70 | State Board Of Administration Of… | 7.68K | 0.0% | $295,142 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Commonwealth Equity Services, Llc | 7.64K | New | $293,580 | 0.0% | New | 1 | SEC ↗ |
| 72 | Cerity Partners LLC | 7.38K | +5.6% | $283,728 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | Janus Henderson Group Plc | 6.50K | 0.0% | $250,268 | 0.0% | Held | 2 | SEC ↗ |
| 74 | New York State Common Retirement… | 6.23K | 0.0% | $239,304 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Daiwa Securities Group Inc. | 6.14K | +2.6% | $235,806 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Squarepoint Ops LLC | 5.95K | -32.1% | $228,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Royal Bank Of Canada | 4.60K | +24.4% | $177,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 78 | Zurcher Kantonalbank (Zurich… | 3.51K | 0.0% | $134,851 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Osaic Holdings, Inc. | 1.50K | +3.0% | $57,656 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Loomis Sayles & Co L P | 861 | 0.0% | $33,088 | 0.0% | Held | 2 | SEC ↗ |
| 81 | BNP Paribas Asset Management… | 714 | +35.7% | $27,439 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Federated Hermes, Inc. | 571 | +33.7% | $21,943 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Us Bancorp \De\ | 346 | +7.1% | $13,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Mirae Asset Global Investments Co.… | 316 | -30.1% | $12,094 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Jones Financial Companies Lllp | 195 | -4.9% | $7,311 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Fifth Third Bancorp | 146 | +534.8% | $5,611 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Optiver Holding B.V. | 122 | +24.5% | $4,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Rockefeller Capital Management L.P. | 101 | +1.0% | $3,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Assetmark, Inc | 26 | New | $999 | 0.0% | New | 1 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 5 | -58.3% | $192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | National Bank Of Canada /Fi/ | 1 | 0.0% | $38 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Universal- Beteiligungs- und… | $600,469 | 0.0% |
| Commonwealth Equity Services… | $293,580 | 0.0% |
| Assetmark, Inc | $999 | 0.0% |
Exited
| Mackenzie Financial Corp | $2.04M | was 0.0% |
| Simplex Trading, Llc | $606,985 | was 0.0% |
| Canada Pension Plan… | $181,300 | was 0.0% |
| Group One Trading Llc | $23,902 | was 0.0% |
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)
Other · 1.31M sh · $68.24M
Officer · 6.76K sh · $351,684
Officer · 6.76K sh · $366,653
Officer, Director · 43.13K sh · $2.27M
Officer, Director · 6.87K sh · $367,173
Officer · 681 sh · $37,523
Officer · 17.52K sh · $1.00M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
19.7% of class · View original SEC filing ↗
7.8% of class · View original SEC filing ↗
24.0% of class · View original SEC filing ↗