LSV Asset Management
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LSV Asset Management’s CBL Properties CBL Stock Holding History

LSV Asset 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
2026
Q3 		$35.2M Buy
659,544
+207,381
+46% +$11.4M 0.07% 275
2026
Q2 		$24M Buy
452,163
+375,863
+493% +$17.4M 0.04% 324
2026
Q1 		$2.93M Buy
76,300
+8,100
+12% +$300K 0.01% 530
2025
Q4 		$2.52M Hold
68,200
– – 0.01% 561
2025
Q3 		$2.09M Buy
68,200
+16,600
+32% +$484K ﹤0.01% 573
2025
Q2 		$1.31M Sell
51,600
-3,700
-7% -$91.2K ﹤0.01% 591
2025
Q1 		$1.47M Buy
+55,300
New +$1.62M ﹤0.01% 591
2024
Q4 		– Sell
-5,900
Closed -$149K – 830
2024
Q3 		$149K Hold
5,900
– – ﹤0.01% 778
2024
Q2 		$138K Hold
5,900
– – ﹤0.01% 806
2024
Q1 		$135K Buy
+5,900
New +$139K ﹤0.01% 818

Other funds holding CBL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Beverly Hills Private Wealth
Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management's CBL Position: Q3 2026 in Review

LSV Asset Management increased its CBL Properties (CBL) stake by 46% in Q3 2026, buying an estimated $11.4M and bringing the position to 659,544 shares worth $35.2M. The position accounts for 0.07% of the portfolio, ranked #275.

LSV Asset Management first reported a position in CBL in Q1 2024 and has held it in 10 quarters since. 91 funds tracked by Wall St. Rank hold CBL as of Q3 2026.

  • LSV Asset Management held 659,544 shares of CBL Properties worth $35.2M as of Q3 2026.
  • LSV Asset Management bought 207,381 CBL Properties shares in Q3 2026, an estimated $11.4M.
  • CBL Properties made up 0.07% of LSV Asset Management's portfolio in Q3 2026, its #275 holding.
  • LSV Asset Management first reported a position in CBL Properties in Q1 2024 and has held it in 10 quarters since.
  • 91 funds tracked by Wall St. Rank held CBL Properties as of Q3 2026.

Based on LSV Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.