Beacon Pointe Advisors’s CBL Properties CBL Stock Holding History

Beacon Pointe Advisors’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	$4.61M	Sell	86,804 -45	-0.1%	-$2.08K	0.02%	530
2026 Q1	$3.34M	Buy	86,849 +864	+1%	+$32K	0.02%	592
2025 Q4	$3.18M	Hold	85,985	–	–	0.02%	492
2025 Q3	$2.63M	Sell	85,985 -40,218	-32%	-$1.17M	0.02%	486
2025 Q2	$3.2M	Buy	126,203 +23,776	+23%	+$586K	0.03%	392
2025 Q1	$2.72M	Buy	102,427 +3,661	+4%	+$108K	0.03%	402
2024 Q4	$2.9M	Buy	98,766 +84,708	+603%	+$2.4M	0.03%	379
2024 Q3	$354K	Sell	14,058 -42,627	-75%	-$1.08M	﹤0.01%	970
2024 Q2	$1.33M	Hold	56,685	–	–	0.02%	568
2024 Q1	$1.3M	Buy	56,685 +45,737	+418%	+$1.08M	0.01%	607
2023 Q4	$267K	Hold	10,948	–	–	﹤0.01%	1111
2023 Q3	$230K	Buy	+10,948	New	+$238K	﹤0.01%	1176
2022 Q1	–	Sell	-7,158	Closed	-$223K	–	1210
2021 Q4	$223K	Buy	+7,158	New	+$216K	0.01%	841

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

Beacon Pointe Advisors's CBL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its CBL Properties (CBL) stake by 0.05% in Q2 2026, selling an estimated $2.08K and leaving 86,804 shares worth $4.61M. The position accounts for 0.02% of the portfolio, ranked #530.

Beacon Pointe Advisors first reported a position in CBL in Q4 2021 and has held it in 13 quarters since. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

Beacon Pointe Advisors held 86,804 shares of CBL Properties worth $4.61M as of Q2 2026.
Beacon Pointe Advisors sold 45 CBL Properties shares in Q2 2026, an estimated $2.08K.
CBL Properties made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #530 holding.
Beacon Pointe Advisors first reported a position in CBL Properties in Q4 2021 and has held it in 13 quarters since.
228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.