Position in CBL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$355,746
+$41,579 QoQ
Shares Held
9,257
+9.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 96.82402506211515.ToString("F0")%
Shared 0.ToString("F0")%
None 3.1759749378848436.ToString("F0")%
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Ethic Inc. holds $23,485,514 across 11 REIT - Retail names. CBL ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
56,328 | $10,506,861 | |
| 2 | O |
Realty Income Corp
|
110,148 | $6,738,854 | |
| 3 | ADC |
Agree Realty Corp
|
18,450 | $1,390,761 | |
| 4 | REG |
Regency Centers Corp
|
17,591 | $1,330,935 | |
| 5 | KIM |
Kimco Realty Corp
|
55,605 | $1,249,444 | |
| 6 | NNN |
Nnn REIT, Inc.
|
18,650 | $783,859 | |
| 7 | FRT |
Federal Realty Investment Trust
|
3,976 | $422,290 | |
| 8 | CBL |
Cbl & Associates Properties Inc
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|
9,257 | $355,746 |
All Filings in CBL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||