Farther Finance Advisors, LLC
Position in CBL — Cbl & Associates Properties Inc
CIK 1992825
SAN FRANCISCO, CA
Position in CBL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$413,199
+$401,940 QoQ
Shares Held
7,783
+2556.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#131
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, 2026Farther Finance Advisors, LLC holds $8,966,428 across 26 REIT - Retail names. CBL ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
44,912 | $2,782,747 | |
| 2 | SPG |
Simon Property Group Inc.
|
10,056 | $2,249,024 | |
| 3 | NNN |
Nnn REIT, Inc.
|
23,646 | $1,100,248 | |
| 4 | ADC |
Agree Realty Corp
|
6,420 | $486,250 | |
| 5 | CBL |
Cbl & Associates Properties Inc
This page
|
7,783 | $413,199 | |
| 6 | FRT |
Federal Realty Investment Trust
|
3,049 | $376,368 | |
| 7 | KIM |
Kimco Realty Corp
|
12,055 | $305,594 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
8,262 | $292,474 |
All Filings in CBL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,199 | 7,783 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $11,259 | 293 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $10,175 | 275 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,926 | 63 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $330 | 13 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $345 | 13 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $676 | 23 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $579 | 23 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $537 | 23 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $389 | 17 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $366 | 15 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||