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 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

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Covestor's CBL Position: Q2 2026 in Review

Covestor reduced its CBL Properties (CBL) stake by 91% in Q2 2026, selling an estimated $10.7K and leaving 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Covestor first reported a position in CBL in Q1 2022 and has held it in 17 quarters since. The position peaked at $19K in Q1 2022. 227 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

Covestor held 22 shares of CBL Properties worth $1K as of Q2 2026.
Covestor sold 232 CBL Properties shares in Q2 2026, an estimated $10.7K.
CBL Properties made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2074 holding.
Covestor first reported a position in CBL Properties in Q1 2022 and has held it in 17 quarters since.
Covestor's CBL Properties position peaked at $19K in Q1 2022.
227 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.