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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,580 | 99.1K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 2,487 | 95.6K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,349 | 105.8K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,338 | 88.3K $ | 0.08 % | 0.01 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,307 | 88.7K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,174 | 83.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,163 | 83.1K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,066 | 93K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,066 | 93K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,064 | 79.3K $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 1,964 | 75.5K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 1,933 | 87K $ | 0.16 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,880 | 84.6K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,843 | 70.8K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,773 | 79.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 1,658 | 74.6K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,625 | 61.4K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,596 | 61.3K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 1,588 | 71.5K $ | 0.04 % | 0.01 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,526 | 58.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,456 | 65.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,418 | 54.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,394 | 53.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 1,387 | 53.3K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,377 | 62K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,360 | 51.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Wilmington Real Asset Fund Wilmington Funds | 1,325 | 59.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,280 | 49.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 1,200 | 45.3K $ | 0.02 % | 0.00 % | as of Feb 27, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,130 | 42.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,125 | 42.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 1,037 | 39.9K $ | 0.70 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,025 | 39.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,015 | 39K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 900 | 34.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds | 861 | 38.8K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 859 | 38.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 792 | 29.9K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 750 | 28.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 734 | 28.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 604 | 23.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 600 | 23.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 582 | 26.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 551 | 21.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 500 | 19.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 493 | 18.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 421 | 16.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 393 | 15.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 385 | 14.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 385 | 14.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 294 | 11.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 290 | 11.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 266 | 12K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 236 | 8.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 206 | 9.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 204 | 7.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 189 | 7.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 164 | 7.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 147 | 6.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 138 | 5.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Atlas America Fund 2023 ETF Series Trust | 107 | 4.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 100 | 3.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 93 | 3.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 86 | 3.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 61 | 2.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 46 | 1.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 43 | 1.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 39 | 1.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 33 | 1.5K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 26 | 999.2 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 19 | 717.8 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 6 | 226.7 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 192.2 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 173 | +20 | 4,805,815 | +20.5 % |
| 2026Q1 | 153 | -15 | 3,988,786 | -10.0 % |
| 2025Q4 | 168 | +5 | 4,434,048 | -0.5 % |
| 2025Q3 | 163 | +13 | 4,456,110 | -2.5 % |
| 2025Q2 | 150 | +13 | 4,571,502 | +15.8 % |
| 2025Q1 | 137 | +5 | 3,949,326 | -16.2 % |
| 2024Q4 | 132 | +5 | 4,712,422 | -3.3 % |
| 2024Q3 | 127 | +1 | 4,872,869 | +10.3 % |
| 2024Q2 | 126 | +5 | 4,418,234 | +13.3 % |
| 2024Q1 | 121 | -5 | 3,900,214 | -6.6 % |
| 2023Q4 | 126 | 4,177,716 |
Institutional managers
187 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| CANYON CAPITAL ADVISORS LLC | 8,466,294 | 325.4M $ | as of Mar 31, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | 2,153,717 | 82.8M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,787,622 | 68.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 640,254 | 24.6M $ | as of Mar 31, 2026 |
| Taconic Capital Advisors LP | 608,332 | 23.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 493,425 | 19M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 414,120 | 15.9M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 405,832 | 15.6M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 366,379 | 14.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 342,229 | 13.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 324,663 | 12.5M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 319,194 | 12.3M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 259,581 | 10M $ | as of Mar 31, 2026 |
| Beverly Hills Private Wealth, LLC | 227,220 | 8.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 205,497 | 7.9M $ | as of Mar 31, 2026 |
| Caption Management, LLC | 187,194 | 7.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 186,798 | 7.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 181,404 | 7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 163,887 | 6.3M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 157,678 | 6.1M $ | as of Mar 31, 2026 |
| Alpha Wave Global, LP | 146,507 | 5.6M $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 138,012 | 5.3M $ | as of Mar 31, 2026 |
| Thrivent Financial for Lutherans | 130,305 | 5K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 129,899 | 5M $ | as of Mar 31, 2026 |
| Emmett Investment Management, LP | 125,840 | 5M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Canyon Capital Advisors LLC and 2 others | 24.00 % | 7,416,294 | as of May 22, 2026 · SCHEDULE 13D |
| OCM Xb CBL-E Holdings, LLC and 2 others | 2.65 % | 820,000 | as 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