Position in CBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,774,697
+$477,365 QoQ
Shares Held
71,100
-17.1% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 228 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UBS Group AG holds $1,171,556,153 across 26 REIT - Retail names. CBL ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,362,246 | $332,244,760 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,380,583 | $308,767,386 | |
| 3 | KIM |
Kimco Realty Corp
|
2,748,946 | $69,685,780 | |
| 4 | MAC |
Macerich Co
|
2,716,944 | $68,439,818 | |
| 5 | SKT |
Tanger Inc.
|
1,447,801 | $57,144,704 | |
| 6 | NNN |
Nnn REIT, Inc.
|
1,176,831 | $54,757,944 | |
| 7 | ADC |
Agree Realty Corp
|
513,514 | $38,893,549 | |
| 8 | FRT |
Federal Realty Investment Trust
|
302,367 | $37,324,181 |
All Filings in CBL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,774,697 | 71,100 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,297,332 | 85,801 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,253,559 | 60,907 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,738,135 | 56,839 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,041,598 | 41,024 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,229,750 | 46,266 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,550,230 | 52,711 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $647,463 | 25,693 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $561,422 | 24,013 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $718,045 | 31,342 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $819,045 | 33,540 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $258,284 | 12,311 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $446,176 | 20,244 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $373,804 | 14,579 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $198,626 | 8,606 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $90,069 | 3,517 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $67,274 | 2,864 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $114,028 | 3,467 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $129,135 | 4,139 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | — | 10,958 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | — | 128,924 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | — | 251,816 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||