Titelia

Fund shareholders of CBL & Associates Properties Inc

ISIN US1248308785 · United States · LEI 529900EIVFBRS4PUBZ13

Fund shareholders
173
Of which ETFs
36 137 other funds
Value held
199.9M $
Share of capital
15.5 % of 30.9M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 569,60525.6M $0.04 %1.84 %as of Apr 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 488,80918.8M $0.00 %1.58 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 464,34617.8M $0.02 %1.50 %as of Mar 31, 2026
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 403,26218.2M $2.42 %1.30 %as of Apr 30, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 182,4438.2M $0.03 %0.59 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 171,2706.6M $0.01 %0.55 %as of Mar 31, 2026
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 121,3525.5M $0.52 %0.39 %as of Apr 30, 2026
iShares Russell 2000 Growth ETF iShares Trust 114,3544.4M $0.04 %0.37 %as of Mar 31, 2026
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 114,1405.1M $0.13 %0.37 %as of Apr 30, 2026
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 100,9944.5M $0.04 %0.33 %as of Apr 30, 2026
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 99,5364.5M $0.62 %0.32 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 94,5393.6M $0.01 %0.31 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 90,6453.4M $0.02 %0.29 %as of Feb 28, 2026
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 83,8103.8M $0.05 %0.27 %as of Apr 30, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 75,4452.9M $0.01 %0.24 %as of Feb 28, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 72,2623.3M $0.27 %0.23 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 72,1832.8M $0.77 %0.23 %as of Mar 31, 2026
Small-Cap Value Fund Bridgeway Funds, Inc. 69,0722.7M $0.86 %0.22 %as of Mar 31, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 63,2002.8M $0.69 %0.20 %as of Apr 30, 2026
iShares Core U.S. REIT ETF iShares Trust 59,0662.7M $0.07 %0.19 %as of Apr 30, 2026
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 55,6852.5M $0.11 %0.18 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 46,1061.8M $0.15 %0.15 %as of Mar 31, 2026
iShares Russell 2000 Value ETF iShares Trust 42,1671.6M $0.01 %0.14 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 39,7851.8M $0.02 %0.13 %as of Apr 30, 2026
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 36,9261.7M $0.02 %0.12 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 31,3371.2M $0.00 %0.10 %as of Mar 31, 2026
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 30,7341.2M $0.10 %0.10 %as of Feb 28, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 30,0961.2M $0.06 %0.10 %as of Mar 31, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 29,7251.3M $0.06 %0.10 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 29,4331.1M $0.00 %0.10 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 28,6661.1M $0.02 %0.09 %as of Mar 31, 2026
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 27,9101.1M $0.06 %0.09 %as of Mar 31, 2026
Dimensional Global Real Estate ETF Dimensional ETF Trust 27,4491.2M $0.04 %0.09 %as of Apr 30, 2026
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 27,3191M $0.06 %0.09 %as of Mar 31, 2026
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 27,1261.2M $0.04 %0.09 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 26,9931M $0.16 %0.09 %as of Mar 31, 2026
PIMCO Total Return Fund PIMCO Funds 26,8091M $0.00 %0.09 %as of Mar 31, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 25,547981.8K $0.15 %0.08 %as of Mar 31, 2026
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 25,069963.4K $0.02 %0.08 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 23,936904.3K $0.00 %0.08 %as of Feb 28, 2026
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 23,3891.1M $0.05 %0.08 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 22,7831M $0.03 %0.07 %as of Apr 30, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 22,3001M $0.81 %0.07 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 22,195999.2K $0.03 %0.07 %as of Apr 30, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 20,961943.7K $0.00 %0.07 %as of Apr 30, 2026
Dimensional US Real Estate ETF Dimensional ETF Trust 19,950898.1K $0.05 %0.06 %as of Apr 30, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 19,504736.9K $0.08 %0.06 %as of Feb 28, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 19,210738.2K $0.02 %0.06 %as of Mar 31, 2026
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 17,613676.9K $0.05 %0.06 %as of Mar 31, 2026
Small Cap Value Fund Northern Funds 16,187622.1K $0.10 %0.05 %as of Mar 31, 2026
Nuveen ESG Small-Cap ETF NuShares ETF Trust 16,102724.9K $0.06 %0.05 %as of Apr 30, 2026
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 15,968718.9K $0.05 %0.05 %as of Apr 30, 2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 15,953613.1K $0.17 %0.05 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 13,400515K $0.03 %0.04 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,700488.1K $0.03 %0.04 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,618476.7K $0.03 %0.04 %as of Feb 28, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,937458.7K $0.05 %0.04 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 11,811446.2K $0.00 %0.04 %as of Feb 28, 2026
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,334510.3K $0.11 %0.04 %as of Apr 30, 2026
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 11,331435.5K $0.04 %0.04 %as of Mar 31, 2026
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 11,000422.7K $0.04 %0.04 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 10,522404.4K $0.04 %0.03 %as of Mar 31, 2026
PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 9,800441.2K $0.25 %0.03 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 9,700372.8K $0.02 %0.03 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 9,463426K $0.00 %0.03 %as of Apr 30, 2026
iShares Russell 3000 ETF iShares Trust 9,080348.9K $0.00 %0.03 %as of Mar 31, 2026
Total Return Portfolio PACIFIC SELECT FUND 9,021346.7K $0.02 %0.03 %as of Mar 31, 2026
Small Company Fund American Century Quantitative Equity Funds, Inc. 8,834339.5K $0.22 %0.03 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,827339.2K $0.00 %0.03 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 8,494326.4K $0.02 %0.03 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 8,100364.7K $0.00 %0.03 %as of Apr 30, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 7,991359.8K $0.04 %0.03 %as of Apr 30, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 7,911356.2K $0.03 %0.03 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 7,707291.2K $0.02 %0.02 %as of Feb 28, 2026
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 7,200272K $0.09 %0.02 %as of Feb 28, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 6,935262K $0.00 %0.02 %as of Feb 28, 2026
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 6,800306.1K $0.05 %0.02 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,300242.1K $0.01 %0.02 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 5,704219.2K $0.01 %0.02 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,645216.9K $0.02 %0.02 %as of Mar 31, 2026
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 5,603215.3K $0.01 %0.02 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,586214.7K $0.02 %0.02 %as of Mar 31, 2026
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 5,513248.2K $0.06 %0.02 %as of Apr 30, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 5,489247.1K $0.01 %0.02 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,303203.8K $0.00 %0.02 %as of Mar 31, 2026
Global Real Estate Index Fund Northern Funds 5,190199.5K $0.03 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,033193.4K $0.03 %0.02 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,641175.3K $0.06 %0.01 %as of Feb 28, 2026
AQR Small Cap Momentum Style Fund AQR Funds 4,272164.2K $0.10 %0.01 %as of Mar 31, 2026
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 3,825147K $0.01 %0.01 %as of Mar 31, 2026
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 3,800146K $0.00 %0.01 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,791145.7K $0.02 %0.01 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,700139.8K $0.01 %0.01 %as of Feb 28, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 3,325127.8K $0.02 %0.01 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,282126.1K $0.07 %0.01 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,270147.2K $0.01 %0.01 %as of Apr 30, 2026
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 3,251124.9K $0.11 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,234122.2K $0.01 %0.01 %as of Feb 28, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,116119.7K $0.00 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 3,043137K $0.02 %0.01 %as of Apr 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 2.42 %as of Apr 30, 2026
Small-Cap Value Fund Bridgeway Funds, Inc. 0.86 %as of Mar 31, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.81 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 0.77 %as of Mar 31, 2026
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 0.70 %as of Mar 31, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 0.69 %as of Apr 30, 2026
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 0.62 %as of Apr 30, 2026
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.52 %as of Apr 30, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.27 %as of Apr 30, 2026
PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 0.25 %as of Apr 30, 2026

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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 are 2 beneficial ownership filings. 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
Canyon Capital Advisors LLC and 2 others24.00 %7,416,294as of May 22, 2026 · SCHEDULE 13D
OCM Xb CBL-E Holdings, LLC and 2 others2.65 %820,000as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

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