NewEdge Advisors’s CBL Properties CBL Stock Holding History

NewEdge Advisors’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	-3	Closed	-$76	–	4118
2025 Q2	$76	Buy	+3	New	+$74	﹤0.01%	3917
2023 Q3	–	Sell	-9	Closed	-$198	–	3490
2023 Q2	$198	Hold	9	–	–	﹤0.01%	3384
2023 Q1	$231	Hold	9	–	–	﹤0.01%	3304
2022 Q4	$0	Buy	+9	New	+$243	﹤0.01%	4100

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

NewEdge Advisors's CBL Position: Q3 2025 in Review

NewEdge Advisors sold out of CBL Properties (CBL) in Q3 2025, closing a stake of 3 shares — an estimated $76 sold.

NewEdge Advisors first reported a position in CBL in Q4 2022 and held it in 4 quarters. The position peaked at $231 in Q1 2023. 178 funds tracked by Wall St. Rank hold CBL as of Q3 2025.

NewEdge Advisors reported no remaining CBL Properties position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 3 CBL Properties shares in Q3 2025, an estimated $76.
NewEdge Advisors first reported a position in CBL Properties in Q4 2022 and held it in 4 quarters.
NewEdge Advisors's CBL Properties position peaked at $231 in Q1 2023.
178 funds tracked by Wall St. Rank held CBL Properties as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.