CBL · Cbl & Associates Properties Inc · Held by Funds
Market Cap
$1.65B
Shares
30.94M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding CBL
209 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 588,809 | $31,259,870 | 0.00% | Long | 2026-06-30 | |
| VANGUARD REAL ESTATE INDEX FUND | — | 569,605 | $25,643,617 | 0.04% | Long | 2026-04-30 | |
| iShares Russell 2000 ETF | IWM | 481,659 | $25,571,276 | 0.03% | Long | 2026-06-30 | |
| Global X SuperDividend U.S. ETF | DIV | 403,262 | $18,154,855 | 2.42% | Long | 2026-04-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 181,307 | $9,625,589 | 0.01% | Long | 2026-06-30 | |
| iShares Russell 2000 Growth ETF | IWO | 175,695 | $9,327,648 | 0.06% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 182,443 | $8,213,584 | 0.03% | Long | 2026-04-30 | |
| First Trust Small Cap Growth AlphaDEX Fund | FYC | 121,352 | $5,463,267 | 0.52% | Long | 2026-04-30 | |
| Schwab U.S. REIT ETF | SCHH | 108,896 | $5,236,809 | 0.05% | Long | 2026-05-31 | |
| Nuveen Quant Small Cap Equity Fund | — | 114,140 | $5,138,583 | 0.13% | Long | 2026-04-30 | |
| VANGUARD REAL ESTATE II INDEX FUND | VRTPX | 100,994 | $4,546,750 | 0.04% | Long | 2026-04-30 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 93,755 | $4,508,678 | 0.03% | Long | 2026-05-31 | |
| Schwab Small-Cap Equity Fund | SWSCX | 99,536 | $4,481,111 | 0.62% | Long | 2026-04-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 80,758 | $3,883,652 | 0.01% | Long | 2026-05-31 | |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund | DGRS | 72,010 | $3,823,011 | 0.96% | Long | 2026-06-30 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | DFREX | 83,810 | $3,773,126 | 0.05% | Long | 2026-04-30 | |
| Schwab U.S. Small-Cap ETF | SCHA | 74,355 | $3,575,732 | 0.02% | Long | 2026-05-31 | |
| iShares Micro-Cap ETF | IWC | 62,665 | $3,326,885 | 0.22% | Long | 2026-06-30 | |
| Schwab Global Real Estate Fund | SWASX | 69,079 | $3,322,009 | 1.24% | Long | 2026-05-31 | |
| First Trust Small Cap Core AlphaDEX Fund | FYX | 72,262 | $3,253,235 | 0.27% | Long | 2026-04-30 | |
| Small-Cap Value Fund | BRSVX | 57,072 | $3,029,952 | 0.88% | Long | 2026-06-30 | |
| Small Cap Core Portfolio | — | 54,800 | $2,909,332 | 0.34% | Long | 2026-06-30 | |
| PGIM Quant Solutions Small-Cap Value Fund | — | 63,200 | $2,845,264 | 0.69% | Long | 2026-04-30 | |
| iShares Core U.S. REIT ETF | USRT | 59,066 | $2,659,151 | 0.07% | Long | 2026-04-30 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | VSTCX | 47,337 | $2,513,121 | 0.08% | Long | 2026-06-30 | |
| Fidelity Small-Mid Multifactor ETF | FSMD | 55,685 | $2,506,939 | 0.11% | Long | 2026-04-30 | |
| Fidelity Enhanced Small Cap Core ETF | FESM | 38,932 | $2,066,900 | 0.04% | Long | 2026-06-30 | |
| Master Small Cap Index Series | — | 34,973 | $1,856,717 | 0.03% | Long | 2026-06-30 | |
| Schwab Small-Cap Index Fund | SWSSX | 39,785 | $1,791,121 | 0.02% | Long | 2026-04-30 | |
| JPMorgan BetaBuilders MSCI US REIT ETF | BBRE | 34,894 | $1,678,052 | 0.14% | Long | 2026-05-31 | |
| DFA Global Real Estate Securities Portfolio | — | 36,926 | $1,662,409 | 0.02% | Long | 2026-04-30 | |
| Principal U.S. Small-Cap ETF | PSC | 29,443 | $1,563,129 | 0.07% | Long | 2026-06-30 | |
| WisdomTree U.S. SmallCap Dividend Fund | DES | 27,613 | $1,465,974 | 0.07% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF | RWR | 27,328 | $1,450,844 | 0.08% | Long | 2026-06-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 26,970 | $1,431,837 | 0.00% | Long | 2026-06-30 | |
| AST PGIM Aggressive Multi-Asset Portfolio | — | 26,900 | $1,428,121 | 0.01% | Long | 2026-06-30 | |
| WisdomTree U.S. SmallCap Fund | EES | 26,856 | $1,425,785 | 0.20% | Long | 2026-06-30 | |
| PIMCO Total Return Fund | — | 26,809 | $1,423,290 | 0.00% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 29,433 | $1,415,433 | 0.00% | Long | 2026-05-31 | |
| SIMT Tax-Managed Small/Mid Cap Fund | — | 25,547 | $1,356,290 | 0.18% | Long | 2026-06-30 | |
| Tax-Managed U.S. Mid & Small Cap Fund | — | 29,725 | $1,338,220 | 0.06% | Long | 2026-04-30 | |
| Dimensional Global Real Estate ETF | DFGR | 27,449 | $1,235,754 | 0.04% | Long | 2026-04-30 | |
| Nationwide Bailard Small Cap Value Fund | — | 20,900 | $1,227,039 | 0.94% | Long | 2026-07-31 | |
| Fidelity Real Estate Index Fund | FSRNX | 27,126 | $1,221,213 | 0.04% | Long | 2026-04-30 | |
| Bridge Builder Tax Managed Small/Mid Cap Fund | BBTSX | 22,895 | $1,215,496 | 0.03% | Long | 2026-06-30 | |
| Spectrum Fund | — | 21,372 | $1,134,639 | 0.42% | Long | 2026-06-30 | |
| Fidelity Series Total Market Index Fund | FCFMX | 23,583 | $1,134,106 | 0.00% | Long | 2026-05-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 20,793 | $1,103,900 | 0.03% | Long | 2026-06-30 | |
| Optimum Small-Mid Cap Value Fund | — | 20,200 | $1,072,418 | 0.13% | Long | 2026-06-30 | |
| iShares FTSE NAREIT All Equity REIT Index Fund | — | 23,389 | $1,052,973 | 0.05% | Long | 2026-04-30 |
Showing 1–50 of 209 positions