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Funds Holding CBL & Associates Properties Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in CBL & Associates Properties Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of CBL →Funds holding
54
as of 2026-07-31
Reported value
$146.9M
summed across funds
Fund families
33
named trusts
Largest conviction
3.13%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Global X SuperDividend U.S. ETFGLOBAL X FUNDS418.3K sh$24.6M | 3.13% |
| Cambria Global Real Estate ETFCambria ETF Trust16.3K sh$957.6K | 1.42% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST117.9K sh$6.9M | 1.05% |
| Knights of Columbus Real Estate FundADVISORS' INNER CIRCLE III14.1K sh$825.7K | 0.48% |
| LSV Small Cap Value FundADVISORS' INNER CIRCLE FUND48.4K sh$2.8M | 0.40% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust25.3K sh$1.5M | 0.34% |
| PGIM Quant Solutions Mid-Cap Value FundPrudential Investment Portfolios, Inc. 109.8K sh$575.4K | 0.30% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds165.8K sh$9.7M | 0.24% |
| Pacer US Small Cap Cash Cows 100 ETFPacer Funds Trust132.5K sh$7.8M | 0.21% |
| Hartford Multifactor Small Cap ETFLattice Strategies Trust2K sh$116.1K | 0.19% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust57.1K sh$3.4M | 0.13% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust311 sh$18.3K | 0.10% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust1.5K sh$90.4K | 0.10% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust8.9K sh$519.8K | 0.09% |
| iShares Core U.S. REIT ETFiShares Trust68.7K sh$4M | 0.09% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO29.7K sh$1.7M | 0.09% |
| SA JPMorgan Diversified Balanced PortfolioSUNAMERICA SERIES TRUST5.5K sh$323.7K | 0.08% |
| Victory Small Cap Stock FundVictory Portfolios III11.5K sh$675.2K | 0.07% |
| Dimensional US Real Estate ETFDimensional ETF Trust21.3K sh$1.2M | 0.07% |
| iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds23.4K sh$1.4M | 0.07% |
| DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC83.8K sh$4.9M | 0.07% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust14.7K sh$865.9K | 0.07% |
| Fidelity SAI Small-Mid Cap Momentum Index FundFidelity Salem Street Trust47.2K sh$2.8M | 0.07% |
| Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST14.6K sh$858.4K | 0.06% |
| VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS103.5K sh$6.1M | 0.06% |
| Fidelity Real Estate Index FundFidelity Salem Street Trust28.3K sh$1.7M | 0.05% |
| Fidelity SAI Real Estate Index FundFidelity Salem Street Trust1.9K sh$108.6K | 0.05% |
| 1290 Loomis Sayles Multi-Asset Income Fund1290 Funds861 sh$50.5K | 0.05% |
| VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS589.4K sh$34.6M | 0.05% |
| Dimensional Global Real Estate ETFDimensional ETF Trust29.7K sh$1.7M | 0.05% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust18.6K sh$1.1M | 0.04% |
| iShares Morningstar Small-Cap Value ETFiShares Trust4.3K sh$250.5K | 0.04% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds24.9K sh$1.5M | 0.04% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust206.4K sh$12.1M | 0.04% |
| Global X Russell 2000 ETFGLOBAL X FUNDS8.9K sh$525.2K | 0.04% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST45.3K sh$2.7M | 0.04% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST2.1K sh$120.9K | 0.03% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust2.4K sh$140.1K | 0.03% |
| DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC38.1K sh$2.2M | 0.03% |
| ULTRA SMALL CAP PROFUNDProFunds241 sh$14.1K | 0.02% |
| Victory Extended Market Index FundVictory Portfolios III3K sh$175K | 0.02% |
| Wilmington Real Asset FundWilmington Funds1.5K sh$90K | 0.02% |
| iShares Morningstar Small-Cap ETFiShares Trust814 sh$47.8K | 0.02% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds3.3K sh$192K | 0.01% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust5.8K sh$342.9K | 0.01% |
| SMALL-CAP PROFUNDProFunds16 sh$939.4 | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust147 sh$8.6K | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.6K sh$92.8K | 0.00% |
| SmallCap Growth Fund IPrincipal Funds, Inc1.6K sh$96.6K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds1.8K sh$104.1K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds21K sh$1.2M | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III89 sh$5.2K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust8.6K sh$502.7K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST9.5K sh$555.6K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on CBL
Company overviewEverything on CBL in one place, with the price.SEC filingsWhat CBL's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat CBL's own officers and directors buy and sell.Planned salesSales CBL insiders have filed notice of.Executive payWhat CBL awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in CBL.Workplace safetyWhat OSHA found at CBL's sites.