Covestor’s CBL Properties CBL Stock Holding History

Covestor’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 Q3	$1K	Sell	18 -4	-18%	-$220	﹤0.01%	2045
2026 Q2	$1K	Sell	22 -232	-91%	-$10.7K	﹤0.01%	2074
2026 Q1	$10K	Buy	254 +223	+719%	+$8.27K	0.01%	1381
2025 Q4	$1K	Sell	31 -31	-50%	-$1.01K	﹤0.01%	2001
2025 Q3	$2K	Buy	62 +3	+5%	+$87	﹤0.01%	1921
2025 Q2	$2K	Buy	59 +56	+1,867%	+$1.38K	﹤0.01%	1827
2025 Q1	$0	Hold	3	–	–	﹤0.01%	2251
2024 Q4	$0	Hold	3	–	–	﹤0.01%	2263
2024 Q3	$0	Hold	3	–	–	﹤0.01%	2249
2024 Q2	$0	Hold	3	–	–	﹤0.01%	2262
2024 Q1	$0	Hold	3	–	–	﹤0.01%	2263
2023 Q4	$0	Sell	3 -1	-25%	-$22	﹤0.01%	2169
2023 Q3	$0	Hold	4	–	–	﹤0.01%	2145
2023 Q2	$0	Buy	+4	New	+$94	﹤0.01%	2155
2023 Q1	–	Sell	-338	Closed	-$8K	–	2053
2022 Q4	$8K	Sell	338 -247	-42%	-$6.66K	0.01%	1406
2022 Q3	$15K	Hold	585	–	–	0.01%	1086
2022 Q2	$14K	Hold	585	–	–	0.01%	1080
2022 Q1	$19K	Buy	+585	New	+$16.9K	0.01%	1073

Other funds holding CBL

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Covestor's CBL Position: Q3 2026 in Review

Covestor reduced its CBL Properties (CBL) stake by 18% in Q3 2026, selling an estimated $220 and leaving 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Covestor first reported a position in CBL in Q1 2022 and has held it in 18 quarters since. The position peaked at $19K in Q1 2022. 115 funds tracked by Wall St. Rank hold CBL as of Q3 2026.

Covestor held 18 shares of CBL Properties worth $1K as of Q3 2026.
Covestor sold 4 CBL Properties shares in Q3 2026, an estimated $220.
CBL Properties made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2045 holding.
Covestor first reported a position in CBL Properties in Q1 2022 and has held it in 18 quarters since.
Covestor's CBL Properties position peaked at $19K in Q1 2022.
115 funds tracked by Wall St. Rank held CBL Properties as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.