DT
CBL

Diversified Trust’s CBL Properties CBL Stock Holding History

Diversified Trust’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 		$351K Buy
+6,608
New +$306K 0.01% 865

Other funds holding CBL

AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Diversified Trust's CBL Position: Q2 2026 in Review

Diversified Trust opened a new position in CBL Properties (CBL) in Q2 2026: 6,608 shares worth $351K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings.

19 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Diversified Trust held 6,608 shares of CBL Properties worth $351K as of Q2 2026.
  • CBL Properties was a new Diversified Trust position in Q2 2026.
  • CBL Properties made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #865 holding.
  • 19 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.