CA
CBL

Clearstead Advisors’s CBL Properties CBL Stock Holding History

Clearstead 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 		$1.59K Buy
+30
New +$1.39K ﹤0.01% 2556
2026
Q1 		– Sell
-8
Closed -$296 – 2346
2025
Q4 		$296 Sell
8
-209
-96% -$6.82K ﹤0.01% 2378
2025
Q3 		$6.64K Buy
217
+212
+4,240% +$6.17K ﹤0.01% 2059
2025
Q2 		$127 Buy
+5
New +$123 ﹤0.01% 2593
2022
Q1 		– Sell
-49
Closed -$2K – 1383
2021
Q4 		$2K Buy
+49
New +$1.48K ﹤0.01% 1097

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 $3.37T AUM 44.26% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Geode Capital Management
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

Clearstead Advisors's CBL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CBL Properties (CBL) in Q2 2026: 30 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #2556 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CBL as recently as Q4 2025.

Clearstead Advisors first reported a position in CBL in Q4 2021 and has held it in 5 quarters since. The position peaked at $6.64K in Q3 2025. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Clearstead Advisors held 30 shares of CBL Properties worth $1.59K as of Q2 2026.
  • CBL Properties was a new Clearstead Advisors position in Q2 2026.
  • CBL Properties made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2556 holding.
  • Clearstead Advisors first reported a position in CBL Properties in Q4 2021 and has held it in 5 quarters since.
  • Clearstead Advisors's CBL Properties position peaked at $6.64K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.