Position in CBL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,116,801
+$12,057,239 QoQ
Shares Held
341,247
+116.4% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 228 holders
Holding Since
Mar 2020
22 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, 2026JPMORGAN CHASE & CO holds $3,189,718,397 across 26 REIT - Retail names. CBL ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,276,720 | $956,488,418 | |
| 2 | REG |
Regency Centers Corp
|
6,158,434 | $491,073,520 | |
| 3 | O |
Realty Income Corp
|
6,221,941 | $385,511,455 | |
| 4 | KIM |
Kimco Realty Corp
|
13,946,695 | $353,548,712 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,520,856 | $187,734,459 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,414,562 | $112,349,568 | |
| 7 | KRG |
Kite Realty Group Trust
|
3,657,831 | $103,809,238 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,259,724 | $102,779,094 |
All Filings in CBL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,116,801 | 341,247 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,059,562 | 157,678 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,137,375 | 165,875 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,246,307 | 138,859 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,967,251 | 116,867 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,531,070 | 132,847 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,979,935 | 135,326 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,452,854 | 57,653 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,182,326 | 50,570 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $2,049,573 | 89,462 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,644,123 | 67,327 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,188,768 | 56,662 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,319,114 | 59,851 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,527,450 | 59,573 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,420,850 | 61,562 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,404,016 | 54,823 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,303,858 | 55,507 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $718,678 | 21,851 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $313,403 | 10,045 | Shares | Defined | 2022-02-11 | |
| 2020-09-30 | — | 200 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | — | 7,603 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | — | 69,967 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||