WPA
CBL

Wealth Preservation Advisors’s CBL Properties CBL Stock Holding History

Wealth Preservation 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
2026
Q1 		$4.8K Sell
125
-40
-24% -$1.48K ﹤0.01% 495
2025
Q4 		$6.11K Hold
165
– – ﹤0.01% 355
2025
Q3 		$5.05K Hold
165
– – ﹤0.01% 359
2025
Q2 		$4.19K Sell
165
-8
-5% -$197 ﹤0.01% 383
2025
Q1 		$4.6K Buy
+173
New +$5.08K ﹤0.01% 388

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Wealth Preservation Advisors's CBL Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its CBL Properties (CBL) stake by 24% in Q1 2026, selling an estimated $1.48K and leaving 125 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Wealth Preservation Advisors first reported a position in CBL in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.11K in Q4 2025. 195 funds tracked by Wall St. Rank hold CBL as of Q1 2026.

  • Wealth Preservation Advisors held 125 shares of CBL Properties worth $4.8K as of Q1 2026.
  • Wealth Preservation Advisors sold 40 CBL Properties shares in Q1 2026, an estimated $1.48K.
  • CBL Properties made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #495 holding.
  • Wealth Preservation Advisors first reported a position in CBL Properties in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's CBL Properties position peaked at $6.11K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held CBL Properties as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.