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 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

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 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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Covestor's CBL Position: Q1 2026 in Review

Covestor increased its CBL Properties (CBL) stake by 719% in Q1 2026, buying an estimated $8.27K and bringing the position to 254 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1381.

Covestor first reported a position in CBL in Q1 2022 and has held it in 16 quarters since. The position peaked at $19K in Q1 2022. 195 funds tracked by Wall St. Rank hold CBL as of Q1 2026.

Covestor held 254 shares of CBL Properties worth $10K as of Q1 2026.
Covestor bought 223 CBL Properties shares in Q1 2026, an estimated $8.27K.
CBL Properties made up 0.01% of Covestor's portfolio in Q1 2026, its #1381 holding.
Covestor first reported a position in CBL Properties in Q1 2022 and has held it in 16 quarters since.
Covestor's CBL Properties position peaked at $19K in Q1 2022.
195 funds tracked by Wall St. Rank held CBL Properties as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.