DIMENSIONAL FUND ADVISORS LP
Position in CBL — Cbl & Associates Properties Inc
CIK 354204
AUSTIN, TX
Position in CBL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,306,681
+$3,409,434 QoQ
Shares Held
212,972
+3.6% QoQ
Ownership
0.688%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 228 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,639,941,684 across 25 REIT - Retail names. CBL ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,552,481 | $1,018,162,373 | |
| 2 | O |
Realty Income Corp
|
13,479,666 | $835,200,102 | |
| 3 | KIM |
Kimco Realty Corp
|
10,581,679 | $268,245,560 | |
| 4 | REG |
Regency Centers Corp
|
2,680,213 | $213,720,182 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,285,647 | $158,700,263 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
4,775,514 | $150,571,954 | |
| 7 | ADC |
Agree Realty Corp
|
1,794,541 | $135,918,533 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,818,943 | $131,165,416 |
All Filings in CBL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,306,681 | 212,972 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,897,247 | 205,497 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,678,278 | 180,494 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,315,108 | 173,810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,643,565 | 143,504 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,571,473 | 134,367 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,792,153 | 128,941 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,747,982 | 109,047 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,146,211 | 91,797 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,832,981 | 80,008 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,570,106 | 64,296 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,118,736 | 53,324 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $922,086 | 41,837 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $353,574 | 13,790 | Shares | Sole | 2023-05-12 | |
| 2020-06-30 | — | 44,516 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | — | 2,235,752 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||