CBL & Associates Properties Ownership 2024 | Who Owns CBL & Associates Properties Now?
Institutional Ownership
83.53%
Insider Ownership
10.01%
Retail Ownership
6.46%
Institutional Holders
114.00
CBL & Associates Properties Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CANYON CAPITAL ADVISORS LLC | 26.84% | 22.13% | 8,466,294 | - | - | 197,941,954 | Jun 30, 2024 |
| OAKTREE CAPITAL MANAGEMENT LP | 12.70% | 1.49% | 4,005,126 | -7,131 | -0.18% | 93,639,869 | Jun 30, 2024 |
| STRATEGIC VALUE PARTNERS, LLC | 10.19% | 77.55% | 3,215,845 | - | - | 75,186,479 | Jun 30, 2024 |
| BLACKROCK INC. | 5.84% | 0.00% | 1,842,282 | -114,928 | -5.87% | 43,072,557 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.60% | 0.00% | 1,766,856 | 45,410 | 2.64% | 41,309,093 | Jun 30, 2024 |
| LITTLEJOHN & CO LLC | 5.52% | 20.73% | 1,740,030 | - | - | 40,681,901 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 2.61% | 0.30% | 823,300 | -174,800 | -17.51% | 19,248,754 | Jun 30, 2024 |
| STATE STREET CORP | 1.86% | 0.00% | 587,414 | 1,386 | 0.24% | 13,733,739,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.83% | 0.00% | 578,501 | -16,986 | -2.85% | 13,527,401 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.66% | 0.03% | 522,854 | 522,854 | 100.00% | 12,224,327 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.23% | 0.00% | 389,001 | -66,876 | -14.67% | 9,094,843 | Jun 30, 2024 |
| VALUEWORKS LLC | 1.04% | 2.38% | 328,077 | 437 | 0.13% | 7,670,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.70% | 0.00% | 219,874 | -10,209 | -4.44% | 5,140,654,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.65% | 0.01% | 203,559 | 85,343 | 72.19% | 4,759,210 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.64% | 0.01% | 202,400 | 31,100 | 18.16% | 4,732,112 | Jun 30, 2024 |
| TACONIC CAPITAL ADVISORS LP | 0.59% | 1.44% | 185,691 | -9,630 | -4.93% | 4,341,456 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.41% | 0.01% | 129,576 | - | - | 3,029,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.37% | 0.00% | 118,271 | 2,160 | 1.86% | 2,765,181 | Jun 30, 2024 |
| REDWOOD CAPITAL MANAGEMENT, LLC | 0.37% | 0.42% | 117,613 | - | - | 2,749,792 | Jun 30, 2024 |
| MAN GROUP PLC | 0.35% | 0.01% | 109,286 | 31,522 | 40.54% | 2,555,107 | Jun 30, 2024 |
CBL & Associates Properties's largest institutional shareholder is CANYON CAPITAL ADVISORS LLC, holding 26.84% of the company's total share outstanding, currently valued at $197.94M. The top 10 institutional shareholders own together 74.65% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STRATEGIC VALUE PARTNERS, LLC | 10.19% | 77.55% | 3,215,845 | - | - | 75,186,479 | Jun 30, 2024 |
| CANYON CAPITAL ADVISORS LLC | 26.84% | 22.13% | 8,466,294 | - | - | 197,941,954 | Jun 30, 2024 |
| LITTLEJOHN & CO LLC | 5.52% | 20.73% | 1,740,030 | - | - | 40,681,901 | Jun 30, 2024 |
| VALUEWORKS LLC | 1.04% | 2.38% | 328,077 | 437 | 0.13% | 7,670,000 | Jun 30, 2024 |
| OAKTREE CAPITAL MANAGEMENT LP | 12.70% | 1.49% | 4,005,126 | -7,131 | -0.18% | 93,639,869 | Jun 30, 2024 |
| TACONIC CAPITAL ADVISORS LP | 0.59% | 1.44% | 185,691 | -9,630 | -4.93% | 4,341,456 | Jun 30, 2024 |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 0.15% | 0.91% | 48,641 | - | - | 1,137,227 | Jun 30, 2024 |
| REDWOOD CAPITAL MANAGEMENT, LLC | 0.37% | 0.42% | 117,613 | - | - | 2,749,792 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 2.61% | 0.30% | 823,300 | -174,800 | -17.51% | 19,248,754 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.03% | 0.28% | 8,242 | 8,242 | 100.00% | 192,698 | Jun 30, 2024 |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 0.18% | 0.28% | 55,244 | 22,291 | 67.64% | 1,291,614 | Jun 30, 2024 |
| AM INVESTMENT STRATEGIES LLC | 0.12% | 0.22% | 38,792 | 2 | 0.01% | 907,000 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.06% | 0.06% | 18,219 | 18,219 | 100.00% | 425,960 | Jun 30, 2024 |
| STATE OF WYOMING | 0.03% | 0.03% | 8,198 | -7,284 | -47.05% | 191,669 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.66% | 0.03% | 522,854 | 522,854 | 100.00% | 12,224,327 | Jun 30, 2024 |
| NBC SECURITIES, INC. | 0.03% | 0.02% | 10,726 | 440 | 4.28% | 250,000 | Jun 30, 2024 |
| BEACON POINTE ADVISORS, LLC | 0.18% | 0.02% | 56,685 | - | - | 1,325,295 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.03% | 0.02% | 9,593 | 9,593 | 100.00% | 224,000 | Jun 30, 2024 |
| VESTCOR INC | 0.05% | 0.01% | 16,339 | - | - | 382,000 | Jun 30, 2024 |
| ETHIC INC. | 0.05% | 0.01% | 16,586 | -6 | -0.04% | 387,781 | Jun 30, 2024 |
The largest CBL & Associates Properties shareholder by % of total assets is STRATEGIC VALUE PARTNERS, LLC. The company owns 3.22M shares of CBL & Associates Properties (CBL), representing 77.55% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.66% | 0.03% | 522,854 | 522,854 | 100.00% | 12,224,327 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.65% | 0.01% | 203,559 | 85,343 | 72.19% | 4,759,210 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.17% | 0.01% | 52,408 | 52,408 | 100.00% | 1,225,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.60% | 0.00% | 1,766,856 | 45,410 | 2.64% | 41,309,093 | Jun 30, 2024 |
| MAN GROUP PLC | 0.35% | 0.01% | 109,286 | 31,522 | 40.54% | 2,555,107 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.64% | 0.01% | 202,400 | 31,100 | 18.16% | 4,732,112 | Jun 30, 2024 |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 0.18% | 0.28% | 55,244 | 22,291 | 67.64% | 1,291,614 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.17% | 0.01% | 55,069 | 20,957 | 61.44% | 1,287,513 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.06% | 0.06% | 18,219 | 18,219 | 100.00% | 425,960 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 12,226 | 12,226 | 100.00% | 285,844 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.29% | 0.00% | 91,797 | 11,789 | 14.73% | 2,145,758 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.09% | 0.00% | 27,382 | 10,361 | 60.87% | 640,192 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.06% | 0.00% | 18,608 | 9,692 | 108.70% | 435,055 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.03% | 0.02% | 9,593 | 9,593 | 100.00% | 224,000 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.03% | 0.00% | 10,553 | 9,565 | 968.12% | 246,728 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.25% | 0.00% | 79,920 | 9,531 | 13.54% | 1,869,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.03% | 0.00% | 8,874 | 8,874 | 100.00% | 207,474 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.03% | 0.28% | 8,242 | 8,242 | 100.00% | 192,698 | Jun 30, 2024 |
| INVESCO LTD. | 0.24% | 0.00% | 76,381 | 6,340 | 9.05% | 1,785,788 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.02% | 0.01% | 4,868 | 4,868 | 100.00% | 113,814 | Jun 30, 2024 |
As of Jun 30 2024, CBL & Associates Properties's largest institutional buyer is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.. The company purchased 522.85K stocks of CBL, valued at $12.22M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPTION MANAGEMENT, LLC | 2.61% | 0.30% | 823,300 | -174,800 | -17.51% | 19,248,754 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -117,900 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | 5.84% | 0.00% | 1,842,282 | -114,928 | -5.87% | 43,072,557 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.20% | 0.00% | 63,798 | -96,493 | -60.20% | 1,491,597 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.23% | 0.00% | 389,001 | -66,876 | -14.67% | 9,094,843 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.31% | 0.00% | 97,400 | -42,800 | -30.53% | 2,277,212 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.16% | 0.00% | 50,570 | -38,892 | -43.47% | 1,182,326 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -22,339 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.31% | 0.00% | 99,346 | -18,119 | -15.43% | 2,322,737 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.83% | 0.00% | 578,501 | -16,986 | -2.85% | 13,527,401 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -16,084 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -13,267 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.03% | 0.00% | 8,417 | -12,714 | -60.17% | 197,000 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -12,510 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | - | 372 | -11,456 | -96.85% | 8,485 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.70% | 0.00% | 219,874 | -10,209 | -4.44% | 5,140,654,000 | Jun 30, 2024 |
| TACONIC CAPITAL ADVISORS LP | 0.59% | 1.44% | 185,691 | -9,630 | -4.93% | 4,341,456 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -9,407 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -9,300 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.28% | 0.00% | 86,891 | -8,530 | -8.94% | 2,031,511 | Jun 30, 2024 |
As of Jun 30 2024, CBL & Associates Properties's biggest institutional seller is CAPTION MANAGEMENT, LLC. The company sold -0.17M shares of CBL, valued at $19.25M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.66% | 0.03% | 522,854 | 522,854 | 100.00% | 12,224,327 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.17% | 0.01% | 52,408 | 52,408 | 100.00% | 1,225,000 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.06% | 0.06% | 18,219 | 18,219 | 100.00% | 425,960 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 12,226 | 12,226 | 100.00% | 285,844 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.03% | 0.02% | 9,593 | 9,593 | 100.00% | 224,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.03% | 0.00% | 8,874 | 8,874 | 100.00% | 207,474 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.03% | 0.28% | 8,242 | 8,242 | 100.00% | 192,698 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.02% | 0.01% | 4,868 | 4,868 | 100.00% | 113,814 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.01% | 0.00% | 4,566 | 4,566 | 100.00% | 106,000 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.00% | - | 227 | 227 | 100.00% | 5,307 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 75 | 75 | 100.00% | 1,754 | Jun 30, 2024 |
CBL & Associates Properties's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 522.85K shares, valued at $12.22M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PEAK6 INVESTMENTS LLC | - | - | - | -117,900 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -22,339 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -16,084 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -13,267 | -100.00% | - | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -12,510 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -9,407 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -9,300 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -2,369 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,222 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -331 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
CBL & Associates Properties's largest sold out institutional shareholder by shares sold is PEAK6 INVESTMENTS LLC, sold -0.12M shares, valued at -, as of undefined.
CBL & Associates Properties Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Seven Hills Realty Trust | 0.57% | 528,694 | - | - | Dec 31, 2020 |
| SCM Trust | 0.51% | 1,526,000 | - | - | Dec 31, 2023 |
| SCM Trust | 0.51% | 1,526,000 | - | - | Dec 31, 2023 |
| THOMPSON IM FUNDS INC | 0.45% | 7,075,000 | - | - | Feb 29, 2024 |
| THOMPSON IM FUNDS INC | 0.37% | 5,889,000 | - | - | Feb 29, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.36% | 481,396 | - | - | Apr 30, 2022 |
| SCM Trust | 0.34% | 1,000,000 | - | - | Dec 31, 2023 |
| SCM Trust | 0.34% | 1,000,000 | - | - | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.31% | 1,359,017 | - | - | Feb 29, 2024 |
| PIONEER REAL ESTATE SHARES | 0.28% | 10,581 | - | - | Mar 31, 2023 |
| SCM Trust | 0.25% | 731,424 | - | - | Dec 31, 2023 |
| IndexIQ ETF Trust | 0.24% | 559,509 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.24% | 22,159,000 | - | - | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.23% | 134,331 | - | - | Mar 31, 2024 |
| SCM Trust | 0.17% | 520,000 | - | - | Dec 31, 2023 |
| ANCORA TRUST | 0.15% | 31,987 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.15% | 6,282,728 | - | - | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.14% | 1,706,199 | - | - | Mar 31, 2024 |
| HIGHLAND GLOBAL ALLOCATION FUND | 0.13% | 133,283 | - | - | Dec 31, 2023 |
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC | 0.13% | 10,611 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.12% | 11,545,604 | - | - | Jan 31, 2024 |
| HIGHLAND INCOME FUND\MA | 0.11% | 666,417 | - | - | Dec 31, 2023 |
| PIMCO HIGH INCOME FUND | 0.11% | 1,740,000 | - | - | Sep 30, 2022 |
| HARBOR FUNDS | 0.08% | 1,940,000 | - | - | Jan 31, 2024 |
| Lattice Strategies Trust | 0.06% | 85,611 | - | - | Mar 31, 2024 |
| Frost Family of Funds | 0.05% | 2,000,000 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.05% | 77,180 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.05% | 29,680 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.05% | 4,529,241 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.04% | 259,934 | - | - | Mar 31, 2024 |
| PIMCO Income Opportunity Fund | 0.04% | 345,000 | - | - | Sep 30, 2021 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.03% | 6,537 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 14,100 | - | - | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.03% | 63,190 | - | - | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.02% | 1,800,948 | - | - | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.02% | 5,000,000 | - | - | Jan 31, 2024 |
| PIMCO STRATEGIC INCOME FUND, INC | 0.02% | 169,000 | - | - | Mar 31, 2024 |
| PCM FUND, INC. | 0.02% | 67,000 | - | - | Sep 30, 2022 |
| PCM FUND, INC. | 0.02% | 59,351 | - | - | Sep 30, 2022 |
| PRAXIS MUTUAL FUNDS | 0.02% | 190,510 | - | - | Dec 31, 2023 |
| RYDEX VARIABLE TRUST | 0.02% | 19,137 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.02% | 6,640,448 | - | - | Mar 31, 2024 |
| PIMCO Global StocksPLUS & Income Fund | 0.02% | 59,000 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.01% | 8,691,045 | - | - | Feb 29, 2024 |
| GPS Funds I | 0.01% | 71,007 | - | - | Mar 31, 2024 |
| PIMCO INCOME STRATEGY FUND | 0.01% | 127,158 | - | - | Mar 31, 2024 |
| PIMCO HIGH INCOME FUND | 0.01% | 192,376 | - | - | Sep 30, 2022 |
| PIMCO Global StocksPLUS & Income Fund | 0.01% | 38,836 | - | - | Mar 31, 2024 |
| SHELTON FUNDS | 0.01% | 16,968 | - | - | Feb 29, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 453,440 | -7,780 | -1.69% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.01% | 21,647 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 47,754 | -1,864 | -3.76% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.01% | 211,272 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,032 | - | - | Mar 31, 2024 |
| EATON VANCE MUTUAL FUNDS TRUST | 0.01% | 950,000 | - | - | Jan 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.01% | 117,200 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 14,116 | - | - | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 1,004,300 | - | - | Mar 31, 2024 |
| PIMCO Income Strategy Fund II | 0.00% | 89,011 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,043 | - | - | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 18,699 | - | - | Dec 31, 2023 |
| HIGHLAND GLOBAL ALLOCATION FUND | 0.00% | 4,410 | - | - | Dec 31, 2023 |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | 0.00% | 163,601 | - | - | Mar 31, 2024 |
| HIGHLAND INCOME FUND\MA | 0.00% | 22,053 | - | - | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 185,044 | - | - | Dec 31, 2023 |
| PIMCO STRATEGIC INCOME FUND, INC | 0.00% | 27,496 | - | - | Mar 31, 2024 |
| SCM Trust | 0.00% | 8,833 | - | - | Dec 31, 2023 |
| SCHWAB CAPITAL TRUST | 0.00% | 122,339 | 14,294 | 13.23% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 91,042 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 1,409 | - | - | Apr 30, 2021 |
| THRIVENT SERIES FUND INC | 0.00% | 268,564 | - | - | Mar 28, 2024 |
| PIMCO CORPORATE & INCOME STRATEGY FUND | 0.00% | 35,984 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 984,694 | -423,320 | -30.07% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 1,900 | - | - | Dec 31, 2023 |
| PRUDENTIAL SERIES FUND | 0.00% | 176,750 | - | - | Mar 28, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 34,365 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.00% | 14,576 | 14,576 | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 17,983 | - | - | Mar 31, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 317,684 | - | - | Mar 31, 2024 |
| PIMCO Dynamic Income Fund | 0.00% | 234,292 | - | - | Mar 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 63,700 | - | - | Mar 28, 2024 |
| KP Funds | 0.00% | 62,781 | - | - | Sep 30, 2020 |
| PCM FUND, INC. | 0.00% | 4,345 | - | - | Mar 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 106,687 | - | - | Mar 28, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 221,982 | 6,975 | 3.24% | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 734 | - | - | Sep 30, 2023 |
| Calvert Variable Products, Inc. | 0.00% | 2,675 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 11,546 | -650 | -5.33% | Feb 29, 2024 |
| PIMCO INCOME STRATEGY FUND | 0.00% | 9,309 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 253,043 | - | - | Jan 31, 2024 |
| PIMCO Global StocksPLUS & Income Fund | 0.00% | 2,842 | - | - | Mar 31, 2024 |
| PIMCO HIGH INCOME FUND | 0.00% | 14,084 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 101,549 | - | - | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 58,507 | 60 | 0.10% | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 44,886 | - | - | Feb 29, 2024 |
| SEASONS SERIES TRUST | 0.00% | 16,629 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 45,379 | - | - | Feb 29, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 4,332,046 | - | - | Feb 29, 2024 |
| PACIFIC SELECT FUND | 0.00% | 2,460,000 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 729,134 | - | - | Mar 31, 2024 |
CBL & Associates Properties's largest mutual fund holder by % of total assets is "Seven Hills Realty Trust", owning 528.69K shares, compromising 0.57% of its total assets.
CBL & Associates Properties Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 114 | -4.20% |
| 31 Mar, 24 | 119 | 3.48% |
| 31 Dec, 23 | 115 | 13.86% |
| 30 Sep, 23 | 101 | -5.61% |
| 30 Jun, 23 | 107 | -2.73% |
| 31 Mar, 23 | 110 | 20.88% |
| 31 Dec, 22 | 91 | 4.60% |
| 30 Sep, 22 | 87 | -2.25% |
| 30 Jun, 22 | 89 | 28.99% |
| 31 Mar, 22 | 69 | 50.00% |
| 31 Dec, 21 | 46 | - |
As of 30 Jun 24, 114 institutions are holding CBL & Associates Properties's shares, representing a decrease of -4.20% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 26,350,432 | 1.48% |
| 31 Mar, 24 | 25,966,848 | 0.18% |
| 31 Dec, 23 | 25,919,019 | 1.57% |
| 30 Sep, 23 | 25,518,024 | -0.30% |
| 30 Jun, 23 | 25,594,368 | 0.82% |
| 31 Mar, 23 | 25,386,002 | -1.12% |
| 31 Dec, 22 | 25,673,611 | -2.50% |
| 30 Sep, 22 | 26,332,756 | 0.64% |
| 30 Jun, 22 | 26,165,886 | 10.68% |
| 31 Mar, 22 | 23,641,714 | 86.61% |
| 31 Dec, 21 | 12,669,061 | - |
CBL & Associates Properties (CBL) has 26.35M shares outstanding as of 30 Jun 24, up 1.48% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 83.53% | 1.21% |
| 31 Mar, 24 | 82.95% | 1.21% |
| 31 Dec, 23 | 82.83% | 1.25% |
| 30 Sep, 23 | 81.49% | 1.22% |
| 30 Jun, 23 | 81.76% | 1.24% |
| 31 Mar, 23 | 81.10% | 1.18% |
| 31 Dec, 22 | 82.82% | 1.15% |
| 30 Sep, 22 | 85.02% | 1.19% |
| 30 Jun, 22 | 84.48% | 1.18% |
| 31 Mar, 22 | 84.44% | 2.10% |
| 31 Dec, 21 | 63.38% | - |
As of 30 Jun 24, CBL & Associates Properties is held by 83.53% institutional shareholders, representing a 1.21% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 50 | 6.38% |
| 31 Mar, 24 | 47 | -21.67% |
| 31 Dec, 23 | 60 | 42.86% |
| 30 Sep, 23 | 42 | -22.22% |
| 30 Jun, 23 | 54 | 14.89% |
| 31 Mar, 23 | 47 | 6.82% |
| 31 Dec, 22 | 44 | 7.32% |
| 30 Sep, 22 | 41 | -22.64% |
| 30 Jun, 22 | 53 | 3.92% |
| 31 Mar, 22 | 51 | 10.87% |
| 31 Dec, 21 | 46 | - |
50 institutional shareholders have increased their position in CBL stock as of 30 Jun 24 compared to 47 in the previous quarter (a 6.38% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 38 | 2.70% |
| 31 Mar, 24 | 37 | 23.33% |
| 31 Dec, 23 | 30 | -9.09% |
| 30 Sep, 23 | 33 | 26.92% |
| 30 Jun, 23 | 26 | -3.70% |
| 31 Mar, 23 | 27 | - |
| 31 Dec, 22 | 27 | 8.00% |
| 30 Sep, 22 | 25 | 31.58% |
| 30 Jun, 22 | 19 | 90.00% |
| 31 Mar, 22 | 10 | - |
| 31 Dec, 21 | - | - |
38 institutional shareholders have reduced their position in CBL stock as of 30 Jun 24 compared to 37 in the previous quarter (a 2.70% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 114 | -4.20% | 26,350,432 | 1.48% | 83.53% | 1.21% | 50 | 6.38% | 38 | 2.70% |
| 31 Mar, 24 | 119 | 3.48% | 25,966,848 | 0.18% | 82.95% | 1.21% | 47 | -21.67% | 37 | 23.33% |
| 31 Dec, 23 | 115 | 13.86% | 25,919,019 | 1.57% | 82.83% | 1.25% | 60 | 42.86% | 30 | -9.09% |
| 30 Sep, 23 | 101 | -5.61% | 25,518,024 | -0.30% | 81.49% | 1.22% | 42 | -22.22% | 33 | 26.92% |
| 30 Jun, 23 | 107 | -2.73% | 25,594,368 | 0.82% | 81.76% | 1.24% | 54 | 14.89% | 26 | -3.70% |
| 31 Mar, 23 | 110 | 20.88% | 25,386,002 | -1.12% | 81.10% | 1.18% | 47 | 6.82% | 27 | - |
| 31 Dec, 22 | 91 | 4.60% | 25,673,611 | -2.50% | 82.82% | 1.15% | 44 | 7.32% | 27 | 8.00% |
| 30 Sep, 22 | 87 | -2.25% | 26,332,756 | 0.64% | 85.02% | 1.19% | 41 | -22.64% | 25 | 31.58% |
| 30 Jun, 22 | 89 | 28.99% | 26,165,886 | 10.68% | 84.48% | 1.18% | 53 | 3.92% | 19 | 90.00% |
| 31 Mar, 22 | 69 | 50.00% | 23,641,714 | 86.61% | 84.44% | 2.10% | 51 | 10.87% | 10 | - |
| 31 Dec, 21 | 46 | - | 12,669,061 | - | 63.38% | - | 46 | - | - | - |
CBL & Associates Properties Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of CBL & Associates Properties's stock was made by SVP Excelsior Management LLC on Jul 31 2024, selling 10,619 shares at $26.03 per share (valued at $276.42K).
CBL & Associates Properties Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 40 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | 19 | 28 | 67.86% |
| Q4 2023 | 7 | 11 | 63.64% |
| Q3 2023 | 1 | 1 | 100.00% |
| Q2 2023 | - | 3 | - |
| Q1 2023 | 15 | 15 | 100.00% |
| Q4 2022 | 9 | 53 | 16.98% |
| Q3 2022 | 2 | - | - |
| Q2 2022 | 6 | 14 | 42.86% |
| Q1 2022 | 8 | 4 | 200.00% |
| Q4 2021 | 42 | 27 | 155.56% |
| Q3 2021 | - | 12 | - |
| Q1 2021 | - | 8 | - |
| Q4 2020 | 1 | 8 | 12.50% |
| Q3 2020 | 11 | 12 | 91.67% |
| Q2 2020 | - | 7 | - |
| Q1 2020 | 30 | 22 | 136.36% |
| Q4 2019 | 3 | 2 | 150.00% |
| Q2 2019 | 2 | - | - |
0 total buy trades, and 40 total sell trades (buy/sell ratio of 0.00%) were made by CBL & Associates Properties's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 40 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | - | 11 | - |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 6 | - |
| Q4 2022 | 2 | 42 | 4.76% |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 6 | 14 | 42.86% |
| Q1 2022 | - | - | - |
| Q4 2021 | 3 | 3 | 100.00% |
| Q3 2021 | - | 8 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 8 | - |
| Q3 2020 | - | 7 | - |
| Q2 2020 | - | 7 | - |
| Q1 2020 | 4 | 1 | 400.00% |
| Q4 2019 | 1 | - | - |
| Q2 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 40 open market sell trades of CBL & Associates Properties's stocks.
CBL & Associates Properties Peer Ownership
CBL Ownership FAQ
Who Owns CBL & Associates Properties?
CBL & Associates Properties is owned by institutional shareholders (83.53%), insiders (10.01%), and public (6.46%). The largest institutional shareholder of CBL & Associates Properties is CANYON CAPITAL ADVISORS LLC (26.84% of total shares) and the top mutual fund owner is Seven Hills Realty Trust (0.57% of total shares).
Who are the major institutional shareholders of CBL & Associates Properties?
CBL & Associates Properties's major institutional shareholders are CANYON CAPITAL ADVISORS LLC, OAKTREE CAPITAL MANAGEMENT LP, STRATEGIC VALUE PARTNERS, LLC, BLACKROCK INC., and VANGUARD GROUP INC. The top five shareholders own together 61.17% of the company's share outstanding.
How many CBL & Associates Properties shareholders are there?
As of Jun 2024, there are 114 institutional shareholders of CBL & Associates Properties.
What percentage of CBL & Associates Properties is owned by CANYON CAPITAL ADVISORS LLC?
CANYON CAPITAL ADVISORS LLC owns 8.47M shares of CBL & Associates Properties, representing 26.84% of the company's total shares outstanding, valued at $197.94M (as of Jun 2024).
What percentage of CBL & Associates Properties is owned by OAKTREE CAPITAL MANAGEMENT LP?
As of Jun 2024, OAKTREE CAPITAL MANAGEMENT LP holds 4.01M shares of CBL & Associates Properties (CBL), compromising 12.70% of the company, valued at $93.64M.
What percentage of CBL & Associates Properties is owned by STRATEGIC VALUE PARTNERS, LLC?
STRATEGIC VALUE PARTNERS, LLC is the third largest holder of CBL & Associates Properties. The company owns 3.22M of the company's shares outstanding (worth $75.19M).