Position in CBL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$640,530
+$284,784 QoQ
Shares Held
12,065
+30.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#115
of 225 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Ethic Inc. holds $23,605,545 across 11 REIT - Retail names. CBL ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
51,724 | $11,568,072 | |
| 2 | O |
Realty Income Corp
|
106,576 | $6,603,448 | |
| 3 | KIM |
Kimco Realty Corp
|
45,245 | $1,146,960 | |
| 4 | REG |
Regency Centers Corp
|
14,028 | $1,118,592 | |
| 5 | CBL |
Cbl & Associates Properties Inc
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|
12,065 | $640,530 | |
| 6 | KRG |
Kite Realty Group Trust
|
21,840 | $619,819 | |
| 7 | FRT |
Federal Realty Investment Trust
|
3,972 | $490,303 | |
| 8 | SKT |
Tanger Inc.
|
12,134 | $478,928 |
All Filings in CBL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,530 | 12,065 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $355,746 | 9,257 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $314,167 | 8,491 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $380,354 | 12,438 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $422,413 | 16,637 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $575,217 | 21,641 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $608,139 | 20,678 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $418,118 | 16,592 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $387,780 | 16,586 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $380,122 | 16,592 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||