Position in CBL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$350,818
New position
Shares Held
6,608
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
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, 2026Diversified Trust Co holds $5,427,501 across 6 REIT - Retail names. CBL ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
19,220 | $2,372,516 | |
| 2 | UE |
Urban Edge Properties
|
49,182 | $1,125,284 | |
| 3 | SKT |
Tanger Inc.
|
22,891 | $903,507 | |
| 4 | SPG |
Simon Property Group Inc.
|
2,005 | $448,417 | |
| 5 | CBL |
Cbl & Associates Properties Inc
This page
|
6,608 | $350,818 | |
| 6 | O |
Realty Income Corp
|
3,663 | $226,959 |
All Filings in CBL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,818 | 6,608 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||