BHPW
CBL

Beverly Hills Private Wealth’s CBL Properties CBL Stock Holding History

Beverly Hills Private Wealth’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
Q1 		$8.73M Buy
227,220
+14,069
+7% +$522K 1.45% 14
2025
Q4 		$7.89M Buy
213,151
+5,958
+3% +$194K 1.35% 13
2025
Q3 		$6.34M Buy
207,193
+15,616
+8% +$455K 1.12% 15
2025
Q2 		$4.86M Buy
191,577
+62,233
+48% +$1.53M 0.91% 20
2025
Q1 		$3.44M Buy
129,344
+10,761
+9% +$316K 0.68% 35
2024
Q4 		$3.49M Buy
118,583
+20,701
+21% +$587K 0.7% 33
2024
Q3 		$2.47M Buy
97,882
+42,638
+77% +$1.08M 0.5% 54
2024
Q2 		$1.29M Buy
55,244
+22,291
+68% +$492K 0.28% 95
2024
Q1 		$755K Buy
32,953
+19,073
+137% +$450K 0.17% 129
2023
Q4 		$339K Buy
+13,880
New +$310K 0.09% 233

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Beverly Hills Private Wealth's CBL Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its CBL Properties (CBL) stake by 6.6% in Q1 2026, buying an estimated $522K and bringing the position to 227,220 shares worth $8.73M. The position accounts for 1.45% of the portfolio, ranked #14.

Beverly Hills Private Wealth first reported a position in CBL in Q4 2023 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold CBL as of Q1 2026.

  • Beverly Hills Private Wealth held 227,220 shares of CBL Properties worth $8.73M as of Q1 2026.
  • Beverly Hills Private Wealth bought 14,069 CBL Properties shares in Q1 2026, an estimated $522K.
  • CBL Properties made up 1.45% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #14 holding.
  • Beverly Hills Private Wealth first reported a position in CBL Properties in Q4 2023 and has held it in 10 quarters since.
  • 195 funds tracked by Wall St. Rank held CBL Properties as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.