CBL & Associates Properties Ownership 2024 | Who Owns CBL & Associates Properties Now?
Institutional Ownership
82.84%
Insider Ownership
10.04%
Retail Ownership
7.13%
Institutional Holders
113.00
CBL & Associates Properties Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CANYON CAPITAL ADVISORS LLC | 27.05% | 20.72% | 8,466,294 | - | - | 193,962,796 | Mar 31, 2024 |
| OAKTREE CAPITAL MANAGEMENT LP | 12.82% | 1.45% | 4,012,257 | - | - | 91,920,830 | Mar 31, 2024 |
| STRATEGIC VALUE PARTNERS, LLC | 10.27% | 80.55% | 3,215,845 | - | - | 73,675,032 | Mar 31, 2024 |
| BLACKROCK INC. | 6.25% | 0.00% | 1,957,210 | -35,933 | -1.80% | 44,839,681 | Mar 31, 2024 |
| LITTLEJOHN & CO LLC | 5.56% | 25.55% | 1,740,030 | -4,572 | -0.26% | 39,864,087 | Mar 31, 2024 |
| VANGUARD GROUP INC | 5.50% | 0.00% | 1,721,446 | -81,465 | -4.52% | 39,438,328 | Mar 31, 2024 |
| CAPTION MANAGEMENT, LLC | 3.19% | 0.35% | 998,100 | 14,000 | 1.42% | 22,866,471 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.90% | 0.00% | 595,487 | 14,930 | 2.57% | 13,644,540 | Mar 31, 2024 |
| STATE STREET CORP | 1.87% | 0.00% | 586,028 | 44,779 | 8.27% | 13,425,901 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.46% | 0.00% | 455,877 | 12,336 | 2.78% | 10,444,142 | Mar 31, 2024 |
| VALUEWORKS LLC | 1.05% | 2.44% | 327,640 | -440 | -0.13% | 7,506,000 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.73% | 0.00% | 230,083 | -5,678 | -2.41% | 5,271,202 | Mar 31, 2024 |
| TACONIC CAPITAL ADVISORS LP | 0.62% | 1.18% | 195,321 | 145,321 | 290.64% | 4,474,804 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.55% | 0.01% | 171,300 | 42,700 | 33.20% | 3,924,000 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.51% | 0.00% | 160,291 | 46,839 | 41.29% | 3,672,267 | Mar 31, 2024 |
| WOLVERINE TRADING, LLC | 0.45% | 0.00% | 140,200 | -2,300 | -1.61% | 3,211,982 | Mar 31, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.41% | 0.01% | 129,576 | - | - | 2,969,000 | Mar 31, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.38% | 0.00% | 118,216 | 118,216 | 100.00% | 2,708,329 | Mar 31, 2024 |
| PEAK6 INVESTMENTS LLC | 0.38% | 0.01% | 117,900 | - | - | 2,701,089 | Mar 31, 2024 |
| REDWOOD CAPITAL MANAGEMENT, LLC | 0.38% | 0.38% | 117,613 | - | - | 2,694,514 | Mar 31, 2024 |
CBL & Associates Properties's largest institutional shareholder is CANYON CAPITAL ADVISORS LLC, holding 27.05% of the company's total share outstanding, currently valued at $193.96M. The top 10 institutional shareholders own together 75.87% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STRATEGIC VALUE PARTNERS, LLC | 10.27% | 80.55% | 3,215,845 | - | - | 73,675,032 | Mar 31, 2024 |
| LITTLEJOHN & CO LLC | 5.56% | 25.55% | 1,740,030 | -4,572 | -0.26% | 39,864,087 | Mar 31, 2024 |
| CANYON CAPITAL ADVISORS LLC | 27.05% | 20.72% | 8,466,294 | - | - | 193,962,796 | Mar 31, 2024 |
| VALUEWORKS LLC | 1.05% | 2.44% | 327,640 | -440 | -0.13% | 7,506,000 | Mar 31, 2024 |
| OAKTREE CAPITAL MANAGEMENT LP | 12.82% | 1.45% | 4,012,257 | - | - | 91,920,830 | Mar 31, 2024 |
| TACONIC CAPITAL ADVISORS LP | 0.62% | 1.18% | 195,321 | 145,321 | 290.64% | 4,474,804 | Mar 31, 2024 |
| AEGON USA INVESTMENT MANAGEMENT, LLC | 0.16% | 0.75% | 48,641 | -989 | -1.99% | 1,114,365 | Mar 31, 2024 |
| REDWOOD CAPITAL MANAGEMENT, LLC | 0.38% | 0.38% | 117,613 | - | - | 2,694,514 | Mar 31, 2024 |
| CAPTION MANAGEMENT, LLC | 3.19% | 0.35% | 998,100 | 14,000 | 1.42% | 22,866,471 | Mar 31, 2024 |
| AM INVESTMENT STRATEGIES LLC | 0.12% | 0.23% | 38,790 | - | - | 889,000 | Mar 31, 2024 |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 0.11% | 0.17% | 32,953 | 19,073 | 137.41% | 754,960 | Mar 31, 2024 |
| STATE OF WYOMING | 0.05% | 0.06% | 15,482 | 1,930 | 14.24% | 354,693 | Mar 31, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.03% | 0.04% | 9,407 | 9,407 | 100.00% | 215,514 | Mar 31, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.07% | 0.04% | 22,339 | 22,339 | 100.00% | 511,786 | Mar 31, 2024 |
| NBC SECURITIES, INC. | 0.03% | 0.02% | 10,286 | -440 | -4.10% | 235,000 | Mar 31, 2024 |
| BEACON POINTE ADVISORS, LLC | 0.18% | 0.01% | 56,685 | 45,737 | 417.77% | 1,298,653 | Mar 31, 2024 |
| VESTCOR INC | 0.05% | 0.01% | 16,339 | 16,339 | 100.00% | 374,000 | Mar 31, 2024 |
| ETHIC INC. | 0.05% | 0.01% | 16,592 | 16,592 | 100.00% | 380,123 | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | 0.04% | 0.01% | 11,505 | 11,505 | 100.00% | 263,580 | Mar 31, 2024 |
| PEAK6 INVESTMENTS LLC | 0.38% | 0.01% | 117,900 | - | - | 2,701,089 | Mar 31, 2024 |
The largest CBL & Associates Properties shareholder by % of total assets is STRATEGIC VALUE PARTNERS, LLC. The company owns 3.22M shares of CBL & Associates Properties (CBL), representing 80.55% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TACONIC CAPITAL ADVISORS LP | 0.62% | 1.18% | 195,321 | 145,321 | 290.64% | 4,474,804 | Mar 31, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.38% | 0.00% | 118,216 | 118,216 | 100.00% | 2,708,329 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.20% | 0.00% | 62,600 | 62,600 | 100.00% | 1,434,166 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.51% | 0.00% | 160,291 | 46,839 | 41.29% | 3,672,267 | Mar 31, 2024 |
| BEACON POINTE ADVISORS, LLC | 0.18% | 0.01% | 56,685 | 45,737 | 417.77% | 1,298,653 | Mar 31, 2024 |
| STATE STREET CORP | 1.87% | 0.00% | 586,028 | 44,779 | 8.27% | 13,425,901 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.55% | 0.01% | 171,300 | 42,700 | 33.20% | 3,924,000 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.22% | 0.00% | 70,389 | 36,417 | 107.20% | 1,613,000 | Mar 31, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.13% | 0.00% | 39,994 | 25,420 | 174.42% | 916,262,000 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.08% | 0.00% | 23,610 | 23,610 | 100.00% | 540,905 | Mar 31, 2024 |
| JANE STREET GROUP, LLC | 0.07% | 0.00% | 22,972 | 22,972 | 100.00% | 526,288 | Mar 31, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.07% | 0.04% | 22,339 | 22,339 | 100.00% | 511,786 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.29% | 0.00% | 89,462 | 22,135 | 32.88% | 2,049,574 | Mar 31, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.11% | 0.00% | 34,112 | 21,336 | 167.00% | 781,506 | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.13% | 0.00% | 39,947 | 20,347 | 103.81% | 915,186 | Mar 31, 2024 |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 0.11% | 0.17% | 32,953 | 19,073 | 137.41% | 754,960 | Mar 31, 2024 |
| ETHIC INC. | 0.05% | 0.01% | 16,592 | 16,592 | 100.00% | 380,123 | Mar 31, 2024 |
| VESTCOR INC | 0.05% | 0.01% | 16,339 | 16,339 | 100.00% | 374,000 | Mar 31, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.05% | 0.00% | 16,084 | 16,084 | 100.00% | 368,484 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.26% | 0.00% | 80,008 | 15,712 | 24.44% | 1,832,984 | Mar 31, 2024 |
As of Mar 31 2024, CBL & Associates Properties's largest institutional buyer is TACONIC CAPITAL ADVISORS LP. The company purchased 145.32K stocks of CBL, valued at $4.47M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLIANZ ASSET MANAGEMENT GMBH | 0.16% | 0.00% | 49,264 | -291,462 | -85.54% | 1,128,638 | Mar 31, 2024 |
| HAP TRADING, LLC | - | - | - | -126,800 | -100.00% | - | Mar 31, 2024 |
| VANGUARD GROUP INC | 5.50% | 0.00% | 1,721,446 | -81,465 | -4.52% | 39,438,328 | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | - | - | - | -81,000 | -100.00% | - | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.32% | 0.00% | 101,000 | -61,900 | -38.00% | 2,313,910 | Mar 31, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -42,715 | -100.00% | - | Mar 31, 2024 |
| MAN GROUP PLC | 0.25% | 0.00% | 77,764 | -36,733 | -32.08% | 1,781,573 | Mar 31, 2024 |
| BLACKROCK INC. | 6.25% | 0.00% | 1,957,210 | -35,933 | -1.80% | 44,839,681 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.00% | - | 1,360 | -25,136 | -94.87% | 31,158 | Mar 31, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -20,373 | -100.00% | - | Mar 31, 2024 |
| BARCLAYS PLC | 0.07% | 0.00% | 21,131 | -18,038 | -46.05% | 484,000 | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -16,825 | -100.00% | - | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.05% | - | 17,021 | -11,753 | -40.85% | 389,951,000 | Mar 31, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -8,832 | -100.00% | - | Mar 31, 2024 |
| ROYAL BANK OF CANADA | 0.02% | - | 4,769 | -7,653 | -61.61% | 110,000 | Mar 31, 2024 |
| INVESCO LTD. | 0.22% | 0.00% | 70,041 | -7,635 | -9.83% | 1,604,640 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | 0.00% | 384 | -7,466 | -95.11% | 8,797 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.37% | 0.00% | 116,111 | -6,552 | -5.34% | 2,660,106 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.01% | - | 4,700 | -6,000 | -56.07% | 107,677 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.73% | 0.00% | 230,083 | -5,678 | -2.41% | 5,271,202 | Mar 31, 2024 |
As of Mar 31 2024, CBL & Associates Properties's biggest institutional seller is ALLIANZ ASSET MANAGEMENT GMBH. The company sold -0.29M shares of CBL, valued at $1.13M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 0.38% | 0.00% | 118,216 | 118,216 | 100.00% | 2,708,329 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.20% | 0.00% | 62,600 | 62,600 | 100.00% | 1,434,166 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.08% | 0.00% | 23,610 | 23,610 | 100.00% | 540,905 | Mar 31, 2024 |
| JANE STREET GROUP, LLC | 0.07% | 0.00% | 22,972 | 22,972 | 100.00% | 526,288 | Mar 31, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.07% | 0.04% | 22,339 | 22,339 | 100.00% | 511,786 | Mar 31, 2024 |
| ETHIC INC. | 0.05% | 0.01% | 16,592 | 16,592 | 100.00% | 380,123 | Mar 31, 2024 |
| VESTCOR INC | 0.05% | 0.01% | 16,339 | 16,339 | 100.00% | 374,000 | Mar 31, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.05% | 0.00% | 16,084 | 16,084 | 100.00% | 368,484 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.04% | 0.00% | 13,300 | 13,300 | 100.00% | 304,703 | Mar 31, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.04% | 0.00% | 12,510 | 12,510 | 100.00% | 320,756 | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | 0.04% | 0.01% | 11,505 | 11,505 | 100.00% | 263,580 | Mar 31, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.03% | 0.04% | 9,407 | 9,407 | 100.00% | 215,514 | Mar 31, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.03% | 0.00% | 9,300 | 9,300 | 100.00% | 213,063 | Mar 31, 2024 |
| LSV ASSET MANAGEMENT | 0.02% | 0.00% | 5,900 | 5,900 | 100.00% | 135,000 | Mar 31, 2024 |
| WEALTHCOLLAB, LLC | 0.00% | 0.00% | 77 | 77 | 100.00% | 1,765 | Mar 31, 2024 |
| CORNERSTONE PLANNING GROUP LLC | 0.00% | 0.00% | 19 | 19 | 100.00% | 413 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 6 | 6 | 100.00% | 137 | Mar 31, 2024 |
CBL & Associates Properties's largest new institutional shareholder by number of shares is AQR CAPITAL MANAGEMENT LLC, purchased 118.22K shares, valued at $2.71M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HAP TRADING, LLC | - | - | - | -126,800 | -100.00% | - | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | - | - | - | -81,000 | -100.00% | - | Mar 31, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -42,715 | -100.00% | - | Mar 31, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -20,373 | -100.00% | - | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -16,825 | -100.00% | - | Mar 31, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -8,832 | -100.00% | - | Mar 31, 2024 |
| KING STREET CAPITAL MANAGEMENT, L.P. | - | - | - | -3,489 | -100.00% | - | Mar 31, 2024 |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | - | - | - | -283 | -100.00% | - | Mar 31, 2024 |
| TRADITION WEALTH MANAGEMENT, LLC | - | - | - | -136 | -100.00% | - | Mar 31, 2024 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | - | - | - | -17 | -100.00% | - | Mar 31, 2024 |
| ADVISORY SERVICES NETWORK, LLC | - | - | - | -4 | -100.00% | - | Mar 31, 2024 |
| MOISAND FITZGERALD TAMAYO, LLC | - | - | - | -4 | -100.00% | - | Mar 31, 2024 |
CBL & Associates Properties's largest sold out institutional shareholder by shares sold is HAP TRADING, LLC, sold -0.13M shares, valued at -, as of undefined.
CBL & Associates Properties Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCM Trust | 0.51% | 1,526,000 | - | - | Dec 31, 2023 |
| SCM Trust | 0.51% | 1,526,000 | - | - | Dec 31, 2023 |
| THOMPSON IM FUNDS INC | 0.45% | 7,075,000 | - | - | Feb 29, 2024 |
| THOMPSON IM FUNDS INC | 0.37% | 5,889,000 | - | - | Feb 29, 2024 |
| SCM Trust | 0.34% | 1,000,000 | - | - | Dec 31, 2023 |
| SCM Trust | 0.34% | 1,000,000 | - | - | Dec 31, 2023 |
| PIONEER REAL ESTATE SHARES | 0.28% | 10,581 | - | - | Mar 31, 2023 |
| SCM Trust | 0.25% | 731,424 | - | - | Dec 31, 2023 |
| IndexIQ ETF Trust | 0.24% | 559,509 | - | - | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.23% | 134,331 | - | - | Mar 31, 2024 |
| SCM Trust | 0.17% | 520,000 | - | - | Dec 31, 2023 |
| ANCORA TRUST | 0.14% | 31,987 | - | - | Dec 31, 2023 |
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC | 0.13% | 10,611 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.05% | 77,180 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 14,100 | - | - | Dec 31, 2023 |
| STEWARD FUNDS, INC. | 0.03% | 63,190 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.01% | 71,007 | - | - | Dec 31, 2023 |
| SHELTON FUNDS | 0.01% | 16,968 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,032 | - | - | Dec 31, 2023 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 453,440 | -7,780 | -1.69% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 49,618 | 4,788 | 10.68% | Dec 31, 2023 |
| TARGET PORTFOLIO TRUST | 0.01% | 117,200 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,043 | - | - | Dec 31, 2023 |
| HIGHLAND GLOBAL ALLOCATION FUND | 0.00% | 4,410 | - | - | Dec 31, 2023 |
| HIGHLAND INCOME FUND\MA | 0.00% | 22,053 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 1,408,014 | 303,468 | 27.47% | Dec 31, 2023 |
| SCM Trust | 0.00% | 8,833 | - | - | Dec 31, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 91,042 | - | - | Dec 31, 2023 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 34,365 | - | - | Dec 31, 2023 |
| PRUDENTIAL SERIES FUND | 0.00% | 176,750 | - | - | Dec 29, 2023 |
| Nushares ETF Trust | 0.00% | 14,576 | 14,576 | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 334,762 | 62,255 | 22.85% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 17,983 | - | - | Dec 31, 2023 |
| PCM FUND, INC. | 0.00% | 4,345 | - | - | Dec 31, 2023 |
| Calvert Variable Products, Inc. | 0.00% | 2,675 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 221,982 | 6,975 | 3.24% | Feb 29, 2024 |
| ALPS ETF Trust | 0.00% | 11,546 | -650 | -5.33% | Feb 29, 2024 |
| PIMCO INCOME STRATEGY FUND | 0.00% | 9,309 | - | - | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 58,507 | 60 | 0.10% | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 44,886 | - | - | Feb 29, 2024 |
| PIMCO Global StocksPLUS & Income Fund | 0.00% | 2,842 | - | - | Dec 31, 2023 |
| PIMCO HIGH INCOME FUND | 0.00% | 14,084 | - | - | Dec 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 15,300 | 4,774 | 45.35% | Dec 31, 2023 |
| Goldman Sachs ETF Trust | 0.00% | 43,218 | - | - | Feb 29, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 63,700 | - | - | Dec 29, 2023 |
| Principal Exchange-Traded Funds | 0.00% | 4,784 | -15,255 | -76.13% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 11,823 | 182 | 1.56% | Dec 31, 2023 |
| GPS Funds I | 0.00% | 1,596 | - | - | Dec 31, 2023 |
| PIMCO Flexible Credit Income Fund | 0.00% | 24,558 | - | - | Dec 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,351 | - | - | Dec 31, 2023 |
| PIMCO Income Strategy Fund II | 0.00% | 6,516 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 2,824 | -202 | -6.68% | Dec 31, 2023 |
| PENN SERIES FUNDS INC | 0.00% | 6,900 | - | - | Dec 29, 2023 |
| WILMINGTON FUNDS | 0.00% | 2,691 | - | - | Jan 31, 2024 |
| PIMCO STRATEGIC INCOME FUND, INC | 0.00% | 2,011 | - | - | Dec 31, 2023 |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | 0.00% | 11,978 | - | - | Dec 31, 2023 |
| EMPOWER FUNDS, INC. | 0.00% | 302,869 | - | - | Dec 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 493 | - | - | Dec 31, 2023 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 9,212 | - | - | Dec 31, 2023 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ | 0.00% | 3,327 | - | - | Dec 29, 2023 |
| PIMCO CORPORATE & INCOME STRATEGY FUND | 0.00% | 2,634 | - | - | Dec 31, 2023 |
| PACIFIC FUNDS SERIES TRUST | 0.00% | 39,327 | - | - | Mar 31, 2023 |
| NORTHERN FUNDS | 0.00% | 101,549 | - | - | Dec 29, 2023 |
| PIMCO Dynamic Income Fund | 0.00% | 17,153 | - | - | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 9,300 | 1,800 | 24.00% | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,353 | -646 | -32.32% | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,605 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 27,658 | - | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 8,066 | -312 | -3.72% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 73,394 | 1,690 | 2.36% | Dec 31, 2023 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 13,799 | 8,063 | 140.57% | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 121,988 | 14,197 | 13.17% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 246 | - | - | Dec 31, 2023 |
| FLEXSHARES TRUST | 0.00% | 3,740 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 383 | 156 | 68.72% | Jan 31, 2024 |
| VANGUARD FIXED INCOME SECURITIES FUNDS | 0.00% | 71,303 | -27 | -0.04% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 16,573 | 2,211 | 15.39% | Jan 31, 2024 |
| Pacer Funds Trust | 0.00% | 1,727 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 10,331 | -42 | -0.40% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 900 | - | - | Dec 29, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 31,187 | 10,977 | 54.31% | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 122 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 4,102 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 525 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 3,552 | -471 | -11.71% | Jan 31, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 11,726 | 132 | 1.14% | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 8,563 | -12 | -0.14% | Jan 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 24,134 | - | - | Dec 31, 2023 |
| HC CAPITAL TRUST | 0.00% | 664 | - | - | Dec 31, 2023 |
| NORTHERN FUNDS | 0.00% | 17,616 | -655 | -3.58% | Dec 29, 2023 |
| WisdomTree Trust | 0.00% | 37,772 | - | - | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 1,597 | - | - | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 3,945 | 468 | 13.46% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 16 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 13,650 | - | - | Dec 31, 2023 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 22,400 | - | - | Dec 31, 2023 |
| PACIFIC FUNDS SERIES TRUST | 0.00% | 2,876 | - | - | Mar 31, 2023 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 968 | - | - | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 489 | - | - | Feb 29, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 79 | 15 | 23.44% | Jan 31, 2024 |
CBL & Associates Properties's largest mutual fund holder by % of total assets is "SCM Trust", owning 1.53M shares, compromising 0.51% of its total assets.
CBL & Associates Properties Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 113 | - |
| 31 Dec, 23 | 113 | 14.14% |
| 30 Sep, 23 | 99 | -5.71% |
| 30 Jun, 23 | 105 | -1.87% |
| 31 Mar, 23 | 107 | 18.89% |
| 31 Dec, 22 | 90 | 5.88% |
| 30 Sep, 22 | 85 | -3.41% |
| 30 Jun, 22 | 88 | 29.41% |
| 31 Mar, 22 | 68 | 47.83% |
| 31 Dec, 21 | 46 | - |
As of 31 Mar 24, 113 institutions are holding CBL & Associates Properties's shares, representing an increase of 0.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 25,930,739 | 0.18% |
| 31 Dec, 23 | 25,883,452 | 1.51% |
| 30 Sep, 23 | 25,499,621 | -0.30% |
| 30 Jun, 23 | 25,577,254 | 0.80% |
| 31 Mar, 23 | 25,374,315 | -1.13% |
| 31 Dec, 22 | 25,663,694 | -2.46% |
| 30 Sep, 22 | 26,312,161 | 0.79% |
| 30 Jun, 22 | 26,106,151 | 11.26% |
| 31 Mar, 22 | 23,463,549 | 85.20% |
| 31 Dec, 21 | 12,669,061 | - |
CBL & Associates Properties (CBL) has 25.93M shares outstanding as of 31 Mar 24, up 0.18% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 82.84% | 1.21% |
| 31 Dec, 23 | 82.72% | 1.25% |
| 30 Sep, 23 | 81.43% | 1.22% |
| 30 Jun, 23 | 81.71% | 1.24% |
| 31 Mar, 23 | 81.06% | 1.18% |
| 31 Dec, 22 | 82.79% | 1.15% |
| 30 Sep, 22 | 84.95% | 1.20% |
| 30 Jun, 22 | 84.29% | 1.20% |
| 31 Mar, 22 | 83.80% | 2.09% |
| 31 Dec, 21 | 63.38% | - |
As of 31 Mar 24, CBL & Associates Properties is held by 82.84% institutional shareholders, representing a 1.21% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 45 | -25.00% |
| 31 Dec, 23 | 60 | 46.34% |
| 30 Sep, 23 | 41 | -22.64% |
| 30 Jun, 23 | 53 | 15.22% |
| 31 Mar, 23 | 46 | 4.55% |
| 31 Dec, 22 | 44 | 7.32% |
| 30 Sep, 22 | 41 | -22.64% |
| 30 Jun, 22 | 53 | 6.00% |
| 31 Mar, 22 | 50 | 8.70% |
| 31 Dec, 21 | 46 | - |
45 institutional shareholders have increased their position in CBL stock as of 31 Mar 24 compared to 60 in the previous quarter (a -25.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 35 | 20.69% |
| 31 Dec, 23 | 29 | -12.12% |
| 30 Sep, 23 | 33 | 26.92% |
| 30 Jun, 23 | 26 | -3.70% |
| 31 Mar, 23 | 27 | 3.85% |
| 31 Dec, 22 | 26 | 8.33% |
| 30 Sep, 22 | 24 | 33.33% |
| 30 Jun, 22 | 18 | 80.00% |
| 31 Mar, 22 | 10 | - |
| 31 Dec, 21 | - | - |
35 institutional shareholders have reduced their position in CBL stock as of 31 Mar 24 compared to 29 in the previous quarter (a 20.69% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 113 | - | 25,930,739 | 0.18% | 82.84% | 1.21% | 45 | -25.00% | 35 | 20.69% |
| 31 Dec, 23 | 113 | 14.14% | 25,883,452 | 1.51% | 82.72% | 1.25% | 60 | 46.34% | 29 | -12.12% |
| 30 Sep, 23 | 99 | -5.71% | 25,499,621 | -0.30% | 81.43% | 1.22% | 41 | -22.64% | 33 | 26.92% |
| 30 Jun, 23 | 105 | -1.87% | 25,577,254 | 0.80% | 81.71% | 1.24% | 53 | 15.22% | 26 | -3.70% |
| 31 Mar, 23 | 107 | 18.89% | 25,374,315 | -1.13% | 81.06% | 1.18% | 46 | 4.55% | 27 | 3.85% |
| 31 Dec, 22 | 90 | 5.88% | 25,663,694 | -2.46% | 82.79% | 1.15% | 44 | 7.32% | 26 | 8.33% |
| 30 Sep, 22 | 85 | -3.41% | 26,312,161 | 0.79% | 84.95% | 1.20% | 41 | -22.64% | 24 | 33.33% |
| 30 Jun, 22 | 88 | 29.41% | 26,106,151 | 11.26% | 84.29% | 1.20% | 53 | 6.00% | 18 | 80.00% |
| 31 Mar, 22 | 68 | 47.83% | 23,463,549 | 85.20% | 83.80% | 2.09% | 50 | 8.70% | 10 | - |
| 31 Dec, 21 | 46 | - | 12,669,061 | - | 63.38% | - | 46 | - | - | - |
CBL & Associates Properties Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of CBL & Associates Properties's stock was made by CONTIS DAVID J on May 15 2024, selling 5,500 shares at $22.25 per share (valued at $122.37K).
CBL & Associates Properties Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 2 | - |
| Q1 2024 | 19 | 28 | 67.86% |
| Q4 2023 | 7 | 11 | 63.64% |
| Q3 2023 | 1 | 1 | 100.00% |
| Q2 2023 | - | 3 | - |
| Q1 2023 | 15 | 15 | 100.00% |
| Q4 2022 | 9 | 53 | 16.98% |
| Q3 2022 | 2 | - | - |
| Q2 2022 | 6 | 14 | 42.86% |
| Q1 2022 | 8 | 4 | 200.00% |
| Q4 2021 | 42 | 27 | 155.56% |
| Q3 2021 | - | 12 | - |
| Q1 2021 | - | 8 | - |
| Q4 2020 | 1 | 8 | 12.50% |
| Q3 2020 | 11 | 12 | 91.67% |
| Q2 2020 | - | 7 | - |
| Q1 2020 | 30 | 22 | 136.36% |
| Q4 2019 | 3 | 2 | 150.00% |
| Q2 2019 | 2 | - | - |
| Q1 2019 | 19 | 6 | 316.67% |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by CBL & Associates Properties's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | 11 | - |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 6 | - |
| Q4 2022 | 2 | 42 | 4.76% |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 6 | 14 | 42.86% |
| Q1 2022 | - | - | - |
| Q4 2021 | 3 | 3 | 100.00% |
| Q3 2021 | - | 8 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 8 | - |
| Q3 2020 | - | 7 | - |
| Q2 2020 | - | 7 | - |
| Q1 2020 | 4 | 1 | 400.00% |
| Q4 2019 | 1 | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of CBL & Associates Properties's stocks.
CBL & Associates Properties Peer Ownership
CBL Ownership FAQ
Who Owns CBL & Associates Properties?
CBL & Associates Properties is owned by institutional shareholders (82.84%), insiders (10.04%), and public (7.13%). The largest institutional shareholder of CBL & Associates Properties is CANYON CAPITAL ADVISORS LLC (27.05% of total shares) and the top mutual fund owner is SCM Trust (0.51% of total shares).
Who are the major institutional shareholders of CBL & Associates Properties?
CBL & Associates Properties's major institutional shareholders are CANYON CAPITAL ADVISORS LLC, OAKTREE CAPITAL MANAGEMENT LP, STRATEGIC VALUE PARTNERS, LLC, BLACKROCK INC., and LITTLEJOHN & CO LLC. The top five shareholders own together 61.95% of the company's share outstanding.
How many CBL & Associates Properties shareholders are there?
As of Mar 2024, there are 113 institutional shareholders of CBL & Associates Properties.
What percentage of CBL & Associates Properties is owned by CANYON CAPITAL ADVISORS LLC?
CANYON CAPITAL ADVISORS LLC owns 8.47M shares of CBL & Associates Properties, representing 27.05% of the company's total shares outstanding, valued at $193.96M (as of Mar 2024).
What percentage of CBL & Associates Properties is owned by OAKTREE CAPITAL MANAGEMENT LP?
As of Mar 2024, OAKTREE CAPITAL MANAGEMENT LP holds 4.01M shares of CBL & Associates Properties (CBL), compromising 12.82% of the company, valued at $91.92M.
What percentage of CBL & Associates Properties is owned by STRATEGIC VALUE PARTNERS, LLC?
STRATEGIC VALUE PARTNERS, LLC is the third largest holder of CBL & Associates Properties. The company owns 3.22M of the company's shares outstanding (worth $73.68M).