CBL & Associates Properties Ownership | Who Owns CBL & Associates Properties?
CBL & Associates Properties Ownership Summary
CBL & Associates Properties is owned by 82.88% institutional investors, 11.51% insiders, and 5.61% retail investors. Canyon capital advisors is the largest institutional shareholder, holding 26.84% of CBL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.09% of its assets in CBL & Associates Properties shares.
CBL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | CBL & Associates Properties | 82.88% | 11.51% | 5.61% |
Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
Industry | Retail REIT Stocks | 76.66% | 8.21% | 15.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Canyon capital advisors | 8.47M | 26.84% | $197.94M |
Oaktree capital management lp | 4.01M | 12.70% | $93.64M |
Strategic value partners | 3.22M | 10.19% | $75.19M |
Blackrock | 1.84M | 5.84% | $43.07M |
Vanguard group | 1.77M | 5.60% | $41.31M |
Littlejohn | 1.74M | 5.52% | $40.68M |
Caption management | 823.30K | 2.61% | $19.25M |
State street | 587.41K | 1.86% | $13.73M |
Geode capital management | 578.50K | 1.83% | $13.53M |
Mirae asset global etfs | 522.85K | 1.66% | $12.22M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Strategic value partners | 3.22M | 77.55% | $75.19M |
Canyon capital advisors | 8.47M | 22.13% | $197.94M |
Littlejohn | 1.74M | 20.73% | $40.68M |
Valueworks | 328.08K | 2.38% | $7.67M |
Oaktree capital management lp | 4.01M | 1.49% | $93.64M |
Taconic capital advisors lp | 185.69K | 1.44% | $4.34M |
Aegon usa investment management | 48.64K | 0.91% | $1.14M |
Redwood capital management | 117.61K | 0.42% | $2.75M |
Caption management | 823.30K | 0.30% | $19.25M |
Entrypoint capital | 8.24K | 0.28% | $192.70K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mirae asset global etfs | 522.85K | 0.03% | 522.85K |
Aqr capital management | 203.56K | 0.01% | 85.34K |
Hrt financial lp | 52.41K | 0.01% | 52.41K |
Vanguard group | 1.77M | 0.00% | 45.41K |
Man group | 109.29K | 0.01% | 31.52K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Caption management | 823.30K | 0.30% | -174.80K |
Peak6 investments | - | - | -117.90K |
Blackrock | 1.84M | 0.00% | -114.93K |
Goldman sachs group | 63.80K | 0.00% | -96.49K |
Charles schwab investment management | 389.00K | 0.00% | -66.88K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Mirae asset global etfs | 522.85K | 0.03% | 522.85K | $12.22M |
Hrt financial lp | 52.41K | 0.01% | 52.41K | $1.23M |
Quest partners | 18.22K | 0.06% | 18.22K | $425.96K |
Corebridge financial | 12.23K | 0.00% | 12.23K | $285.84K |
Gsa capital partners llp | 9.59K | 0.02% | 9.59K | $224.00K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -6.00 |
Cornerstone planning group | -19.00 |
Wealthcollab | -77.00 |
Corecap advisors | -331.00 |
Citadel advisors | -1.36K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 149 | 29.57% | 25,489,211 | -3.27% | 82 | 1.16% | 75 | 47.06% | 43 | 13.16% |
Jun 30, 2024 | 114 | -4.20% | 26,350,432 | 1.48% | 83 | 1.21% | 50 | 6.38% | 38 | 2.70% |
Mar 31, 2024 | 119 | 3.48% | 25,966,848 | 0.18% | 82 | 1.21% | 47 | -21.67% | 37 | 23.33% |
Dec 31, 2023 | 115 | 13.86% | 25,919,019 | 1.57% | 82 | 1.25% | 60 | 42.86% | 30 | -9.09% |
Sep 30, 2023 | 101 | -5.61% | 25,518,024 | -0.30% | 81 | 1.22% | 42 | -22.22% | 33 | 26.92% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 642.18K | 2.09% | - |
iShares Russell 2000 ETF | 611.37K | 1.99% | -1.37K |
Global X SuperDividend™ US ETF | 516.67K | 1.68% | - |
Vanguard Real Estate Index Investor | 502.43K | 1.63% | -3.73K |
Fidelity Small Cap Index | 243.03K | 0.79% | -7.72K |
Vanguard Institutional Extnd Mkt Idx Tr | 239.92K | 0.78% | -1.10K |
State St Russell Sm/Mid Cp® Indx NL Cl C | 173.53K | 0.56% | -4.70K |
iShares Russell 2000 Growth ETF | 134.63K | 0.44% | - |
Schwab Fundamental U.S. Small CompanyETF | 109.28K | 0.36% | - |
Vanguard Russell 2000 ETF | 103.42K | 0.34% | -646.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 05, 2024 | OCM Xb CBL-E Holdings, LLC | - | Sell | $30.40M |
Sep 11, 2024 | Jaenicke Benjamin W | EVP - Chief Financial Officer | Sell | $91.06K |
Sep 11, 2024 | Jaenicke Benjamin W | EVP - Chief Financial Officer | Sell | $5.09K |
Aug 16, 2024 | LEBOVITZ MICHAEL I | President | Sell | $350.49K |
Aug 15, 2024 | LEBOVITZ MICHAEL I | President | Sell | $752.55K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 1 |
2024 Q3 | - | 44 |
2024 Q2 | - | 3 |
2024 Q1 | - | 11 |
2023 Q4 | - | 2 |
CBL Ownership FAQ
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