WANY
CBL

Wealthspire Advisors (New York)’s CBL Properties CBL Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-3
Closed -$92 – 1319
2025
Q3 		$92 Buy
+3
New +$87 ﹤0.01% 2997

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (New York)'s CBL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of CBL Properties (CBL) in Q4 2025, closing a stake of 3 shares — an estimated $92 sold.

Wealthspire Advisors (New York) first reported a position in CBL in Q3 2025 and held it in 1 quarter. The position peaked at $92 in Q3 2025. 190 funds tracked by Wall St. Rank hold CBL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining CBL Properties position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3 CBL Properties shares in Q4 2025, an estimated $92.
  • Wealthspire Advisors (New York) first reported a position in CBL Properties in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s CBL Properties position peaked at $92 in Q3 2025.
  • 190 funds tracked by Wall St. Rank held CBL Properties as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.