Beverly Hills Private Wealth, LLC
Position in CBL — Cbl & Associates Properties Inc
CIK 1965710
BEVERLY HILLS, CA
Position in CBL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,076,262
-$655,802 QoQ
Shares Held
152,124
-33.0% QoQ
Ownership
0.492%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#32
of 225 holders
Holding Since
Dec 2023
11 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, 2026Beverly Hills Private Wealth, LLC holds $15,216,847 across 2 REIT - Retail names. CBL ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBL |
Cbl & Associates Properties Inc
This page
|
152,124 | $8,076,262 | |
| 2 | ALX |
Alexanders Inc
|
25,913 | $7,140,585 |
All Filings in CBL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,076,262 | 152,124 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $8,732,064 | 227,220 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $7,886,587 | 213,151 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,335,961 | 207,193 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,864,139 | 191,577 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,437,963 | 129,344 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $3,487,525 | 118,583 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,466,626 | 97,882 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,291,604 | 55,244 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $754,953 | 32,953 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $338,949 | 13,880 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||