Creative Planning
CBL

Creative Planning’s CBL Properties CBL Stock Holding History

Creative Planning’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 		$438K Sell
11,386
-290
-2% -$10.8K ﹤0.01% 3129
2025
Q4 		$432K Buy
11,676
+2,156
+23% +$70.4K ﹤0.01% 2963
2025
Q3 		$291K Buy
+9,520
New +$277K ﹤0.01% 3173

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

Creative Planning's CBL Position: Q1 2026 in Review

Creative Planning reduced its CBL Properties (CBL) stake by 2.5% in Q1 2026, selling an estimated $10.8K and leaving 11,386 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #3129.

Creative Planning 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.

  • Creative Planning held 11,386 shares of CBL Properties worth $438K as of Q1 2026.
  • Creative Planning sold 290 CBL Properties shares in Q1 2026, an estimated $10.8K.
  • CBL Properties made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3129 holding.
  • Creative Planning 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.