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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
Q2 		$8.08M Sell
152,124
-75,096
-33% -$3.48M 1.54% 15
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 $882M AUM 62.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Beverly Hills Private Wealth's CBL Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its CBL Properties (CBL) stake by 33% in Q2 2026, selling an estimated $3.48M and leaving 152,124 shares worth $8.08M. The position accounts for 1.54% of the portfolio, ranked #15.

Beverly Hills Private Wealth first reported a position in CBL in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.73M in Q1 2026. 227 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Beverly Hills Private Wealth held 152,124 shares of CBL Properties worth $8.08M as of Q2 2026.
  • Beverly Hills Private Wealth sold 75,096 CBL Properties shares in Q2 2026, an estimated $3.48M.
  • CBL Properties made up 1.54% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Beverly Hills Private Wealth first reported a position in CBL Properties in Q4 2023 and has held it in 11 quarters since.
  • Beverly Hills Private Wealth's CBL Properties position peaked at $8.73M in Q1 2026.
  • 227 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.