As of the latest SEC filings, CBL & ASSOCIATES PROPERTIES INC (CBL) is held by 178 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $25,643,617.10 in market value, representing 0.04% of its portfolio.
Funds holding CBL & ASSOCIATES PROPERTIES INC (CBL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CBL
- CIK:
- 0000910612
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.04% | $25,643,617.10 | 569,605 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $18,784,929.87 | 488,809 | Mar 31, 2026 | May 28, 2026 |
|
DIV
Global X SuperDividend U.S. ETF
|
ETF | Independent / Boutique | 2.42% | $18,154,855.24 | 403,262 | Apr 30, 2026 | Jun 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $17,844,816.78 | 464,346 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $8,213,583.86 | 182,443 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $6,581,906.10 | 171,270 | Mar 31, 2026 | May 28, 2026 |
|
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
ETF | First Trust | 0.52% | $5,463,267.04 | 121,352 | Apr 30, 2026 | Jun 23, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.13% | $5,138,582.80 | 114,140 | Apr 30, 2026 | Jun 24, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.04% | $4,546,749.88 | 100,994 | Apr 30, 2026 | Jun 26, 2026 |
|
SWSCX
Schwab Small-Cap Equity Fund
|
MF | Charles Schwab | 0.62% | $4,481,110.72 | 99,536 | Apr 30, 2026 | Jun 25, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.04% | $4,394,624.22 | 114,354 | Mar 31, 2026 | May 28, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $3,773,126.20 | 83,810 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,571,683.42 | 94,539 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,424,568.10 | 90,645 | Feb 28, 2026 | Apr 28, 2026 |
|
FYX
First Trust Small Cap Core AlphaDEX Fund
|
ETF | First Trust | 0.27% | $3,253,235.24 | 72,262 | Apr 30, 2026 | Jun 23, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,850,312.10 | 75,445 | Feb 28, 2026 | Apr 24, 2026 |
|
TSVRX
PGIM Quant Solutions Small-Cap Value Fund
|
MF | Independent / Boutique | 0.69% | $2,845,264.00 | 63,200 | Apr 30, 2026 | Jun 26, 2026 |
|
DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
|
ETF | WisdomTree | 0.77% | $2,773,992.69 | 72,183 | Mar 31, 2026 | Jun 1, 2026 |
|
USRT
iShares Core U.S. REIT ETF
|
ETF | BlackRock / iShares | 0.07% | $2,659,151.32 | 59,066 | Apr 30, 2026 | Jun 24, 2026 |
|
BRSVX
Small-Cap Value Fund
|
MF | Independent / Boutique | 0.86% | $2,654,436.96 | 69,072 | Mar 31, 2026 | May 21, 2026 |
|
FSMD
Fidelity Small-Mid Multifactor ETF
|
ETF | Fidelity | 0.11% | $2,506,938.70 | 55,685 | Apr 30, 2026 | Jun 26, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.02% | $1,791,120.70 | 39,785 | Apr 30, 2026 | Jun 25, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.15% | $1,771,853.58 | 46,106 | Mar 31, 2026 | May 28, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $1,662,408.52 | 36,926 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,620,477.81 | 42,167 | Mar 31, 2026 | May 28, 2026 |
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