Cerity Partners
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Cerity Partners’s CBL Properties CBL Stock Holding History

Cerity Partners’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 		$457K Buy
8,617
+1,234
+17% +$57.1K ﹤0.01% 2488
2026
Q1 		$284K Buy
7,383
+390
+6% +$14.5K ﹤0.01% 2650
2025
Q4 		$259K Buy
6,993
+439
+7% +$14.3K ﹤0.01% 2491
2025
Q3 		$200K Buy
+6,554
New +$191K ﹤0.01% 2507

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

Cerity Partners's CBL Position: Q2 2026 in Review

Cerity Partners increased its CBL Properties (CBL) stake by 17% in Q2 2026, buying an estimated $57.1K and bringing the position to 8,617 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Cerity Partners first reported a position in CBL in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Cerity Partners held 8,617 shares of CBL Properties worth $457K as of Q2 2026.
  • Cerity Partners bought 1,234 CBL Properties shares in Q2 2026, an estimated $57.1K.
  • CBL Properties made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2488 holding.
  • Cerity Partners first reported a position in CBL Properties in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.