UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in CBL — Cbl & Associates Properties Inc
CIK 1463217
IRVING, TX
Position in CBL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$539,128
New position
Shares Held
10,155
first reported quarter
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#125
of 225 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,049,373 across 10 REIT - Retail names. CBL ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
14,809 | $3,312,032 | |
| 2 | O |
Realty Income Corp
|
29,906 | $1,852,975 | |
| 3 | KIM |
Kimco Realty Corp
|
47,164 | $1,195,607 | |
| 4 | REG |
Regency Centers Corp
|
11,989 | $956,002 | |
| 5 | NNN |
Nnn REIT, Inc.
|
11,847 | $551,240 | |
| 6 | CBL |
Cbl & Associates Properties Inc
This page
|
10,155 | $539,128 | |
| 7 | ADC |
Agree Realty Corp
|
6,586 | $498,823 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
14,690 | $463,175 |
All Filings in CBL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,128 | 10,155 | Shares | Defined | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||