Titelia

Fund shareholders of CBL & Associates Properties Inc

ISIN US1248308785 · United States · LEI 529900EIVFBRS4PUBZ13

Fund shareholders
198
Of which ETFs
41 157 other funds
Value held
318.4M $
Share of capital
18.6 % of 30.9M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 589,37534.6M $0.05 %1.90 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 588,80931.3M $0.00 %1.90 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 481,65925.6M $0.03 %1.56 %as of Jun 30, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 418,26424.6M $3.13 %1.35 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 206,36112.1M $0.04 %0.67 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 181,3079.6M $0.01 %0.59 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 175,6959.3M $0.06 %0.57 %as of Jun 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 165,8209.7M $0.24 %0.54 %as of Jul 31, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 132,4997.8M $0.21 %0.43 %as of Jul 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 132,2387.8M $0.60 %0.43 %as of Jul 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 117,9176.9M $1.05 %0.38 %as of Jul 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 108,8965.2M $0.05 %0.35 %as of May 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 103,4876.1M $0.06 %0.33 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 93,7554.5M $0.03 %0.30 %as of May 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 83,8104.9M $0.07 %0.27 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 80,7583.9M $0.01 %0.26 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 74,3553.6M $0.02 %0.24 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 72,0103.8M $0.96 %0.23 %as of Jun 30, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 69,0793.3M $1.24 %0.22 %as of May 31, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 68,6834M $0.09 %0.22 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 65,7253.9M $0.28 %0.21 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 62,6653.3M $0.22 %0.20 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 57,1143.4M $0.13 %0.18 %as of Jul 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 57,0723M $0.88 %0.18 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 54,8002.9M $0.34 %0.18 %as of Jun 30, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 48,4002.8M $0.40 %0.16 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 47,3372.5M $0.08 %0.15 %as of Jun 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 47,2452.8M $0.07 %0.15 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 45,2602.7M $0.04 %0.15 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 38,9322.1M $0.04 %0.13 %as of Jun 30, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 38,1432.2M $0.03 %0.12 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 34,9731.9M $0.03 %0.11 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 34,8941.7M $0.14 %0.11 %as of May 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 29,7251.7M $0.09 %0.10 %as of Jul 31, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 29,6681.7M $0.05 %0.10 %as of Jul 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 29,4431.6M $0.07 %0.10 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 29,4331.4M $0.00 %0.10 %as of May 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 28,3431.7M $0.05 %0.09 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 27,6131.5M $0.07 %0.09 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 27,3281.5M $0.08 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 26,9701.4M $0.00 %0.09 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 26,9001.4M $0.01 %0.09 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 26,8561.4M $0.20 %0.09 %as of Jun 30, 2026 ↗
PIMCO Total Return Fund PIMCO FUNDS 26,8091.4M $0.00 %0.09 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 25,5471.4M $0.18 %0.08 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 25,3001.5M $0.34 %0.08 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 24,8711.5M $0.04 %0.08 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 23,5831.1M $0.00 %0.08 %as of May 31, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 23,3891.4M $0.07 %0.08 %as of Jul 31, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 21,2541.2M $0.07 %0.07 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 20,9611.2M $0.00 %0.07 %as of Jul 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 20,9001.2M $0.94 %0.07 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 20,7931.1M $0.03 %0.07 %as of Jun 30, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 20,2001.1M $0.13 %0.07 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 19,768950.6K $0.10 %0.06 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 18,5851.1M $0.04 %0.06 %as of Jul 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 17,613935.1K $0.06 %0.06 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 17,527930.5K $0.06 %0.06 %as of Jun 30, 2026 ↗
Cambria Global Real Estate ETF Cambria ETF Trust 16,311957.6K $1.42 %0.05 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 16,145857.1K $0.20 %0.05 %as of Jun 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 15,986848.7K $0.46 %0.05 %as of Jun 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 14,749865.9K $0.07 %0.05 %as of Jul 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 14,621858.4K $0.06 %0.05 %as of Jul 31, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 14,064825.7K $0.48 %0.05 %as of Jul 31, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO FUNDS 13,466714.9K $0.03 %0.04 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 13,400711.4K $0.04 %0.04 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,300706.1K $0.03 %0.04 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 13,012690.8K $0.08 %0.04 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,956623.1K $0.04 %0.04 %as of May 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,979703.3K $0.12 %0.04 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 11,811568K $0.00 %0.04 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,718622.1K $0.06 %0.04 %as of Jun 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 11,500675.2K $0.07 %0.04 %as of Jul 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 11,427606.7K $0.05 %0.04 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 11,154592.2K $0.05 %0.04 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 10,020532K $0.02 %0.03 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 9,800575.4K $0.30 %0.03 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 9,463555.6K $0.00 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 9,457502.1K $0.03 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,400499K $0.02 %0.03 %as of Jun 30, 2026 ↗
Total Return Portfolio PACIFIC SELECT FUND 9,021478.9K $0.03 %0.03 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 8,945525.2K $0.04 %0.03 %as of Jul 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,854519.8K $0.09 %0.03 %as of Jul 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 8,834469K $0.24 %0.03 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,827468.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,669460.2K $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 8,563502.7K $0.00 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 7,129342.8K $0.03 %0.02 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 6,935333.5K $0.00 %0.02 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,300334.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 6,294302.7K $0.31 %0.02 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 6,280333.4K $0.03 %0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,020319.6K $0.03 %0.02 %as of Jun 30, 2026 ↗
Global Real Estate Index Fund Northern Funds 5,957316.3K $0.04 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 5,841342.9K $0.01 %0.02 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,680273.2K $0.10 %0.02 %as of May 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,609297.8K $0.03 %0.02 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 5,603297.5K $0.01 %0.02 %as of Jun 30, 2026 ↗
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 5,513323.7K $0.08 %0.02 %as of Jul 31, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS 5,246278.5K $0.05 %0.02 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 3.13 %as of Jul 31, 2026 ↗
Cambria Global Real Estate ETF Cambria ETF Trust 1.42 %as of Jul 31, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 1.24 %as of May 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 1.05 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 0.96 %as of Jun 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.94 %as of Jul 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 0.88 %as of Jun 30, 2026 ↗
Climate Global Climate Resilient REIT Index ETF Exchange Listed Funds Trust 0.82 %as of May 31, 2026 ↗
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 0.68 %as of Jun 30, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.60 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3198+255,764,679+20.0 %
2026Q2173+204,805,815+20.5 %
2026Q1153-153,988,786-10.0 %
2025Q4168+54,434,048-0.5 %
2025Q3163+134,456,110-2.5 %
2025Q2150+134,571,502+15.8 %
2025Q1137+53,949,326-16.2 %
2024Q4132+54,712,422-3.3 %
2024Q3127+14,872,869+10.3 %
2024Q2126+54,418,234+13.3 %
2024Q1121-53,900,214-6.6 %
2023Q41264,177,716

Institutional managers

187 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
CANYON CAPITAL ADVISORS LLC8,466,294325.4M $as of Mar 31, 2026
OAKTREE CAPITAL MANAGEMENT LP2,153,71782.8M $as of Mar 31, 2026
BlackRock, Inc.1,787,62268.7M $as of Mar 31, 2026
STATE STREET CORP640,25424.6M $as of Mar 31, 2026
Taconic Capital Advisors LP608,33223.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC493,42519M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP414,12015.9M $as of Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.405,83215.6M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.366,37914.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC342,22913.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC324,66312.5M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC319,19412.3M $as of Mar 31, 2026
Allianz Asset Management GmbH259,58110M $as of Mar 31, 2026
Beverly Hills Private Wealth, LLC227,2208.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP205,4977.9M $as of Mar 31, 2026
Caption Management, LLC187,1947.2M $as of Mar 31, 2026
Bank of New York Mellon Corp186,7987.2M $as of Mar 31, 2026
NORTHERN TRUST CORP181,4047M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC163,8876.3M $as of Mar 31, 2026
JPMORGAN CHASE & CO157,6786.1M $as of Mar 31, 2026
Alpha Wave Global, LP146,5075.6M $as of Mar 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC138,0125.3M $as of Mar 31, 2026
Thrivent Financial for Lutherans130,3055K $as of Mar 31, 2026
MORGAN STANLEY129,8995M $as of Mar 31, 2026
Emmett Investment Management, LP125,8405M $as of Mar 31, 2026

Declared shareholders of CBL & Associates Properties Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Amster Howard and 14 others7.80 %2,406,467as of Aug 27, 2026 · SCHEDULE 13D
Cite this page

Titelia. "Fund shareholders of CBL & Associates Properties Inc". https://titelia.com/en/stocks/cbl-associates-properties-inc-US1248308785