Cerity Partners
CBL

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
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 $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

Cerity Partners's CBL Position: Q1 2026 in Review

Cerity Partners increased its CBL Properties (CBL) stake by 5.6% in Q1 2026, buying an estimated $14.5K and bringing the position to 7,383 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Cerity Partners first reported a position in CBL in Q3 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold CBL as of Q1 2026.

  • Cerity Partners held 7,383 shares of CBL Properties worth $284K as of Q1 2026.
  • Cerity Partners bought 390 CBL Properties shares in Q1 2026, an estimated $14.5K.
  • CBL Properties made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2650 holding.
  • Cerity Partners first reported a position in CBL Properties in Q3 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held CBL Properties as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.