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CBL & Associates Properties (CBL)

CUSIP: 124830878 | NYSE | Real Estate · REIT - Retail | Small Cap | 383 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ACanyon Capital Advisors LLC019.7%Fell below 5%Oct 6, 202698d ahead of 13F (7,416,294 sh) · −7,416,294
13D/AAmster Howard
with Pleasant Lake Apartments Limited Partnership, Howard Amster 2021 Charitable Remainder Unitrust #3 U/A DTD 11/23/2021, Howard Amster 2005 Charitable Remainder Unitrust U/A DTD 01/11/2005, +11 more
2,406,4677.8%New 5%+ stakeAug 27, 2026No 13F filer matched
13D/ACanyon Capital Advisors LLC0
19.7% of class · Oct 6, 2026Fell below 5%
98d ahead of 13F (7,416,294 sh) · −7,416,294
13D/AAmster Howard2,406,467
7.8% of class · Aug 27, 2026New 5%+ stake
with Pleasant Lake Apartments Limited Partnership, Howard Amster 2021 Charitable Remainder Unitrust #3 U/A DTD 11/23/2021, Howard Amster 2005 Charitable Remainder Unitrust U/A DTD 01/11/2005, +11 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP231,444
0.0% of portfolio›$12.3M
Bank of New York Mellon Corp195,743
0.0% of portfolio›$10.4M
Citigroup Inc92,601
0.0% of portfolio›$4.9M
MacKenzie Financial Corp74,260
0.0% of portfolio›$4.0M
Beverly Hills Private Wealth, LLC59,223
0.5% of portfolio›$3.2M
Principal Financial Group Inc58,529
0.0% of portfolio›$3.1M
Knights of Columbus Asset Advisors LLC57,851
0.2% of portfolio›$3.1M
DekaBank Deutsche Girozentrale53,670
0.0% of portfolio›$2.8K
CWA Asset Management Group, LLC38,905
0.1% of portfolio›$2.1M
Oppenheimer & Co Inc30,848
0.0% of portfolio›$1.6M
OP Asset Management Ltd27,254
0.0% of portfolio›$1.5M
Robeco Institutional Asset Management B.V.25,755
0.0% of portfolio›$1.4M
Asset Management One Co., Ltd.25,265
0.0% of portfolio›$1.3M
Allspring Global Investments Holdings, LLC24,949
0.0% of portfolio›$1.4M
Bailard, Inc.20,900
0.0% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd20,647
0.0% of portfolio›$1.1M
Virginia Retirement Systems ET Al20,200
0.0% of portfolio›$1.1M
Sumitomo Mitsui Trust Group, Inc.19,284
0.0% of portfolio›$1.0M
Achmea Investment Management B.V.18,469
0.0% of portfolio›$986.3K
Mitsubishi UFJ Asset Management Co., Ltd.18,143
0.0% of portfolio›$968.1K
Commonwealth Equity Services, LLC16,317
0.0% of portfolio›$870.7K
Creative Planning14,369
0.0% of portfolio›$766.7K
State of Alaska, Department of Revenue12,805
0.0% of portfolio›$682.0K
Ethic Inc.12,189
0.0% of portfolio›$650.4K
Wealth Enhancement Advisory Services, LLC12,117
0.0% of portfolio›$596.6K
Farther Finance Advisors, LLC7,469
0.0% of portfolio›$398.5K
Daiwa Securities Group Inc.7,421
0.0% of portfolio›$396.0K
Strs Ohio5,400
0.0% of portfolio›$288.1K
Nisa Investment Advisors, LLC5,308
0.0% of portfolio›$283.2K
Arizona State Retirement System5,232
0.0% of portfolio›$279.2K
Thrivent Financial for Lutherans5,117
0.0% of portfolio›$273.0K
RHS Financial, LLC4,971
0.1% of portfolio›$265.3K
Swiss Life Asset Management Ltd4,692
0.0% of portfolio›$250.4K
Kathmere Capital Management, LLC4,447
0.0% of portfolio›$237.3K
Abacus Wealth Partners, LLC4,375
0.0% of portfolio›$233.5K
Quadrant Capital Group LLC4,172
0.0% of portfolio›$200.5K
Pictet Asset Management Holding SA3,869
0.0% of portfolio›$206.5K
New York State Teachers Retirement System1,686
0.0% of portfolio›$90.0K
State of Wyoming1,296
0.0% of portfolio›$69.2K
EverSource Wealth Advisors, LLC909
0.0% of portfolio›$48.5K
Strategic Advocates LLC716
0.1% of portfolio›$38.2K
Sterling Capital Management LLC653
0.0% of portfolio›$34.8K
Compass Financial Management LLC552
0.0% of portfolio›$29.5K
Versant Capital Management, Inc526
0.0% of portfolio›$28.1K
Gamma Investing LLC478
0.0% of portfolio›$25.5K
SJS Investment Consulting Inc.413
0.0% of portfolio›$22.0K
Triumph Capital Management400
0.0% of portfolio›$21.3K
Elyxium Wealth, LLC382
0.0% of portfolio›$20.4K
US Bancorp \de\346
0.0% of portfolio›$18.5K
CoreCap Advisors, LLC331
0.0% of portfolio›$17.7K
Essential Partners LLC321
0.0% of portfolio›$17.1K
Caitong International Asset Management Co., Ltd290
0.0% of portfolio›$15.5K
Exchange Traded Concepts, LLC217
0.0% of portfolio›$11.6K
Nova Financial LLC209
0.0% of portfolio›$11.2K
GF Fund Management Co. Ltd.206
0.0% of portfolio›$11.0K
Larson Financial Group LLC176
0.0% of portfolio›$9.4K
IFP Advisors, Inc169
0.0% of portfolio›$9.0K
Signaturefd, LLC155
0.0% of portfolio›$8.3K
Canton Hathaway, LLC140
0.0% of portfolio›$7.5K
Parallel Advisors, LLC111
0.0% of portfolio›$5.9K
Root Financial Partners, LLC111
0.0% of portfolio›$5.9K
Provenance Wealth Advisors, LLC80
0.0% of portfolio›$4.3K
True Wealth Design, LLC63
0.0% of portfolio›$3.4K
Valley National Advisers Inc44
0.0% of portfolio›$2.3K
Mirae Asset Global Investments Co., Ltd.30
0.0% of portfolio›$1.6K
Assetmark, Inc29
0.0% of portfolio›$1.5K
MassMutual Private Wealth & Trust, FSB18
0.0% of portfolio›$960
Covestor Ltd18
0.0% of portfolio›$1
Ascentis Wealth Management, LLC12
0.0% of portfolio›$640
Physician Wealth Advisors, Inc.9
0.0% of portfolio›$481
Bare Financial Services, Inc9
0.0% of portfolio›$480
James T. Borello RIA3
0.0% of portfolio›$160
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
231,444$12.3M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
195,743$10.4M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
92,601$4.9M0.0%CoreMediumNew York, NY2026-11-04
MacKenzie Financial Corp
74,260$4.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Beverly Hills Private Wealth, LLC
59,223$3.2M0.5%ValueMediumBeverly Hills, CA2026-11-04
Principal Financial Group Inc
58,529$3.1M0.0%CoreLowDes Moines, IA2026-11-02
Knights of Columbus Asset Advisors LLC
57,851$3.1M0.2%CoreMediumNew Haven, CT2026-11-05
DekaBank Deutsche Girozentrale
53,670$2.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
CWA Asset Management Group, LLC
38,905$2.1M0.1%CoreMediumNaples, FL2026-10-19
Oppenheimer & Co Inc
30,848$1.6M0.0%CoreLowNew York, NY2026-10-26
OP Asset Management Ltd
27,254$1.5M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Robeco Institutional Asset Management B.V.
25,755$1.4M0.0%CoreMediumRotterdam, Philippines2026-10-20
Asset Management One Co., Ltd.
25,265$1.3M0.0%IndexVery LowTokyo, Mexico2026-10-27
Allspring Global Investments Holdings, LLC
24,949$1.4M0.0%CoreMediumCharlotte, NC2026-11-04
Bailard, Inc.
20,900$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
Y-Intercept (Hong Kong) Ltd
20,647$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Virginia Retirement Systems ET Al
20,200$1.1M0.0%CoreMediumRichmond, VA2026-10-28
Sumitomo Mitsui Trust Group, Inc.
19,284$1.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Achmea Investment Management B.V.
18,469$986.3K0.0%CoreMediumZeist, Philippines2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
18,143$968.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Commonwealth Equity Services, LLC
16,317$870.7K0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
14,369$766.7K0.0%IndexVery LowOverland Park, KS2026-11-02
State of Alaska, Department of Revenue
12,805$682.0K0.0%CoreVery LowJuneau, AK2026-10-15
Ethic Inc.
12,189$650.4K0.0%CoreLowNew York, NY2026-11-03
Wealth Enhancement Advisory Services, LLC
12,117$596.6K0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
7,469$398.5K0.0%IndexLowSan Francisco, CA2026-10-08
Daiwa Securities Group Inc.
7,421$396.0K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Strs Ohio
5,400$288.1K0.0%CoreMediumColumbus, OH2026-10-30
Nisa Investment Advisors, LLC
5,308$283.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Arizona State Retirement System
5,232$279.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Thrivent Financial for Lutherans
5,117$273.0K0.0%GARPMediumMinneapolis, MN2026-11-05
RHS Financial, LLC
4,971$265.3K0.1%ETFMediumSan Francisco, CA2026-10-13
Swiss Life Asset Management Ltd
4,692$250.4K0.0%CoreLowZurich, Switzerland2026-11-03
Kathmere Capital Management, LLC
4,447$237.3K0.0%ETFLowWayne, PA2026-10-20
Abacus Wealth Partners, LLC
4,375$233.5K0.0%ETFLowSanta Monica, CA2026-11-03
Quadrant Capital Group LLC
4,172$200.5K0.0%CoreLowCincinnati, OH2026-10-20
Pictet Asset Management Holding SA
3,869$206.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York State Teachers Retirement System
1,686$90.0K0.0%CoreVery LowAlbany, NY2026-10-22
State of Wyoming
1,296$69.2K0.0%ValueHighCheyenne, WY2026-10-28
EverSource Wealth Advisors, LLC
909$48.5K0.0%CoreMediumBirmingham, AL2026-11-04
Strategic Advocates LLC
716$38.2K0.1%GrowthLowSacramento, CA2026-11-03
Sterling Capital Management LLC
653$34.8K0.0%GARPMediumCharlotte, NC2026-10-22
Compass Financial Management LLC
552$29.5K0.0%CoreN/ATampa, FL2026-10-30
Versant Capital Management, Inc
526$28.1K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
478$25.5K0.0%IndexVery LowFoster City, CA2026-10-08
SJS Investment Consulting Inc.
413$22.0K0.0%ETFVery LowSylvania, OH2026-10-26
Triumph Capital Management
400$21.3K0.0%ETFMediumDenver, CO2026-10-14
Elyxium Wealth, LLC
382$20.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
US Bancorp \de\
346$18.5K0.0%IndexLowMinneapolis, MN2026-11-05
CoreCap Advisors, LLC
331$17.7K0.0%ETFMediumSouthfield, MI2026-10-08
Essential Partners LLC
321$17.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Caitong International Asset Management Co., Ltd
290$15.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Exchange Traded Concepts, LLC
217$11.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Nova Financial LLC
209$11.2K0.0%N/AN/ATucson, AZ2026-11-04
GF Fund Management Co. Ltd.
206$11.0K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Larson Financial Group LLC
176$9.4K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
169$9.0K0.0%GrowthLowTampa, FL2026-10-16
Signaturefd, LLC
155$8.3K0.0%IndexLowAtlanta, GA2026-10-23
Canton Hathaway, LLC
140$7.5K0.0%ValueLowProvidence, RI2026-10-23
Parallel Advisors, LLC
111$5.9K0.0%IndexLowSan Francisco, CA2026-11-03
Root Financial Partners, LLC
111$5.9K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
80$4.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
63$3.4K0.0%ETFMediumAkron, OH2026-10-13
Valley National Advisers Inc
44$2.3K0.0%ETFLowBethlehem, PA2026-10-23
Mirae Asset Global Investments Co., Ltd.
30$1.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
Assetmark, Inc
29$1.5K0.0%ETFLowConcord, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
18$9600.0%CoreLowSpringfield, MA2026-10-05
Covestor Ltd
18$10.0%ValueHighLondon, United Kingdom2026-10-30
Ascentis Wealth Management, LLC
12$6400.0%Agg GrowthLowDallas, TX2026-11-03
Physician Wealth Advisors, Inc.
9$4810.0%ETFMediumMidvale, UT2026-10-20
Bare Financial Services, Inc
9$4800.0%ETFVery LowGap, PA2026-11-04
James T. Borello RIA
3$1600.0%ETFVery LowEast Dundee, IL2026-10-16