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Essential Partners’s CBL Properties CBL Stock Holding History

Essential Partners’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 		$17.1K Buy
321
+19
+6% +$1.05K 0.01% 970
2026
Q2 		$16K Sell
302
-315
-51% -$14.6K 0.01% 998
2026
Q1 		$23.7K Hold
617
– – 0.01% 862
2025
Q4 		$22.8K Buy
617
+37
+6% +$1.21K 0.01% 860
2025
Q3 		$17.7K Buy
580
+450
+346% +$13.1K 0.01% 935
2025
Q2 		$3.3K Buy
+130
New +$3.2K ﹤0.01% 1166

Other funds holding CBL

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Essential Partners's CBL Position: Q3 2026 in Review

Essential Partners increased its CBL Properties (CBL) stake by 6.3% in Q3 2026, buying an estimated $1.05K and bringing the position to 321 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #970.

Essential Partners first reported a position in CBL in Q2 2025 and has held it in 6 quarters since. The position peaked at $23.7K in Q1 2026. 19 funds tracked by Wall St. Rank hold CBL as of Q3 2026.

  • Essential Partners held 321 shares of CBL Properties worth $17.1K as of Q3 2026.
  • Essential Partners bought 19 CBL Properties shares in Q3 2026, an estimated $1.05K.
  • CBL Properties made up 0.01% of Essential Partners's portfolio in Q3 2026, its #970 holding.
  • Essential Partners first reported a position in CBL Properties in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's CBL Properties position peaked at $23.7K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held CBL Properties as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.