Oppenheimer & Co
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Oppenheimer & Co’s CBL Properties CBL Stock Holding History

Oppenheimer & Co’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 		$1.65M Sell
30,848
-2,010
-6% -$111K 0.02% 703
2026
Q2 		$1.74M Sell
32,858
-1,450
-4% -$67.1K 0.02% 693
2026
Q1 		$1.32M Sell
34,308
-500
-1% -$18.5K 0.02% 748
2025
Q4 		$1.29M Buy
34,808
+2,900
+9% +$94.7K 0.02% 696
2025
Q3 		$976K Buy
+31,908
New +$929K 0.01% 903

Other funds holding CBL

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
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

Oppenheimer & Co's CBL Position: Q3 2026 in Review

Oppenheimer & Co reduced its CBL Properties (CBL) stake by 6.1% in Q3 2026, selling an estimated $111K and leaving 30,848 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #703.

Oppenheimer & Co first reported a position in CBL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.74M in Q2 2026. 94 funds tracked by Wall St. Rank hold CBL as of Q3 2026.

  • Oppenheimer & Co held 30,848 shares of CBL Properties worth $1.65M as of Q3 2026.
  • Oppenheimer & Co sold 2,010 CBL Properties shares in Q3 2026, an estimated $111K.
  • CBL Properties made up 0.02% of Oppenheimer & Co's portfolio in Q3 2026, its #703 holding.
  • Oppenheimer & Co first reported a position in CBL Properties in Q3 2025 and has held it in 5 quarters since.
  • Oppenheimer & Co's CBL Properties position peaked at $1.74M in Q2 2026.
  • 94 funds tracked by Wall St. Rank held CBL Properties as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.