Beacon Pointe Advisors, LLC
Position in CBL — Cbl & Associates Properties Inc
CIK 1744317
NEWPORT BEACH, CA
Position in CBL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,608,424
+$1,270,817 QoQ
Shares Held
86,804
-0.1% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#49
of 225 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $20,139,374 across 9 REIT - Retail names. CBL ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
42,639 | $9,536,212 | |
| 2 | CBL |
Cbl & Associates Properties Inc
This page
|
86,804 | $4,608,424 | |
| 3 | O |
Realty Income Corp
|
51,366 | $3,182,637 | |
| 4 | KRG |
Kite Realty Group Trust
|
25,378 | $720,227 | |
| 5 | NNN |
Nnn REIT, Inc.
|
12,879 | $599,259 | |
| 6 | ADC |
Agree Realty Corp
|
6,726 | $509,427 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
13,197 | $467,173 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
11,888 | $291,850 |
All Filings in CBL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,608,424 | 86,804 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,337,607 | 86,849 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,181,445 | 85,985 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,629,421 | 85,985 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,204,294 | 126,203 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,722,509 | 102,427 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,904,708 | 98,766 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $354,261 | 14,058 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,325,295 | 56,685 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,298,653 | 56,685 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $267,350 | 10,948 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $229,689 | 10,948 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $223,329 | 7,158 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||