Y-Intercept (HK)’s CBL Properties CBL Stock Holding History

Y-Intercept (HK)’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 Q2	$1.91M	Buy	35,979 +23,055	+178%	+$1.07M	0.04%	735
2026 Q1	$497K	Sell	12,924 -2,623	-17%	-$97.2K	0.01%	1263
2025 Q4	$575K	Buy	+15,547	New	+$507K	0.01%	1195
2025 Q2	–	Sell	-9,243	Closed	-$246K	–	1657
2025 Q1	$246K	Buy	+9,243	New	+$272K	0.02%	972
2024 Q2	–	Sell	-22,339	Closed	-$512K	–	1440
2024 Q1	$512K	Buy	+22,339	New	+$527K	0.04%	701

Other funds holding CBL

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Y-Intercept (HK)'s CBL Position: Q2 2026 in Review

Y-Intercept (HK) increased its CBL Properties (CBL) stake by 178% in Q2 2026, buying an estimated $1.07M and bringing the position to 35,979 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #735.

Y-Intercept (HK) first reported a position in CBL in Q1 2024 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

Y-Intercept (HK) held 35,979 shares of CBL Properties worth $1.91M as of Q2 2026.
Y-Intercept (HK) bought 23,055 CBL Properties shares in Q2 2026, an estimated $1.07M.
CBL Properties made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #735 holding.
Y-Intercept (HK) first reported a position in CBL Properties in Q1 2024 and has held it in 5 quarters since.
19 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.