KIM
CBL

Kestra Investment Management’s CBL Properties CBL Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-220
Closed -$6.47K – 968
2024
Q4 		$6.47K Buy
+220
New +$6.23K ﹤0.01% 876

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
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
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 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

Kestra Investment Management's CBL Position: Q1 2025 in Review

Kestra Investment Management sold out of CBL Properties (CBL) in Q1 2025, closing a stake of 220 shares — an estimated $6.47K sold.

Kestra Investment Management first reported a position in CBL in Q4 2024 and held it in 1 quarter. The position peaked at $6.47K in Q4 2024. 164 funds tracked by Wall St. Rank hold CBL as of Q1 2025.

  • Kestra Investment Management reported no remaining CBL Properties position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 220 CBL Properties shares in Q1 2025, an estimated $6.47K.
  • Kestra Investment Management first reported a position in CBL Properties in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's CBL Properties position peaked at $6.47K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held CBL Properties as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.