AM Investment Strategies’s CBL Properties CBL Stock Holding History

AM Investment Strategies’s Portfolio CBL Stock Details CBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.06M	Hold	38,711	–	–	0.39%	38
2026 Q1	$1.49M	Buy	38,711 +1	+0%	+$37	0.33%	44
2025 Q4	$1.43M	Sell	38,710 -14	-0%	-$457	0.3%	46
2025 Q3	$1.18M	Hold	38,724	–	–	0.26%	53
2025 Q2	$983K	Hold	38,724	–	–	0.23%	55
2025 Q1	$1.03M	Buy	38,724 +2	+0%	+$59	0.25%	52
2024 Q4	$1.14M	Sell	38,722 -22	-0.1%	-$623	0.28%	47
2024 Q3	$976K	Sell	38,744 -48	-0.1%	-$1.22K	0.24%	54
2024 Q2	$907K	Buy	38,792 +2	+0%	+$44	0.22%	54
2024 Q1	$889K	Hold	38,790	–	–	0.23%	56
2023 Q4	$947K	Buy	38,790 +1	+0%	+$22	0.27%	51
2023 Q3	$814K	Sell	38,789 -250	-0.6%	-$5.44K	0.26%	49
2023 Q2	$860K	Buy	39,039 +6	+0%	+$141	0.27%	48
2023 Q1	$1M	Buy	+39,033	New	+$997K	0.34%	45

Other funds holding CBL

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

AM Investment Strategies's CBL Position: Q2 2026 in Review

AM Investment Strategies held its CBL Properties (CBL) position steady in Q2 2026 at 38,711 shares worth $2.06M. The position accounts for 0.39% of the portfolio, ranked #38.

AM Investment Strategies first reported a position in CBL in Q1 2023 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

AM Investment Strategies held 38,711 shares of CBL Properties worth $2.06M as of Q2 2026.
AM Investment Strategies left its CBL Properties share count unchanged in Q2 2026.
CBL Properties made up 0.39% of AM Investment Strategies's portfolio in Q2 2026, its #38 holding.
AM Investment Strategies first reported a position in CBL Properties in Q1 2023 and has held it in 14 quarters since.
228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.