KPWS
CBL

Kestra Private Wealth Services’s CBL Properties CBL Stock Holding History

Kestra Private Wealth Services’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
Q3 		– Sell
-11,018
Closed -$280K – 1682
2025
Q2 		$280K Buy
11,018
+2,759
+33% +$68K ﹤0.01% 1325
2025
Q1 		$220K Buy
+8,259
New +$243K ﹤0.01% 1349

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Kestra Private Wealth Services's CBL Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of CBL Properties (CBL) in Q3 2025, closing a stake of 11,018 shares — an estimated $280K sold.

Kestra Private Wealth Services first reported a position in CBL in Q1 2025 and held it in 2 quarters. The position peaked at $280K in Q2 2025. 178 funds tracked by Wall St. Rank hold CBL as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining CBL Properties position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,018 CBL Properties shares in Q3 2025, an estimated $280K.
  • Kestra Private Wealth Services first reported a position in CBL Properties in Q1 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's CBL Properties position peaked at $280K in Q2 2025.
  • 178 funds tracked by Wall St. Rank held CBL Properties as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.