Position in CBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,929,182
+$534,097 QoQ
Shares Held
36,338
+0.1% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 228 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $556,617,821 across 23 REIT - Retail names. CBL ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
8,062,937 | $254,224,402 | |
| 2 | SPG |
Simon Property Group Inc.
|
481,999 | $107,799,069 | |
| 3 | O |
Realty Income Corp
|
821,170 | $50,879,690 | |
| 4 | KRG |
Kite Realty Group Trust
|
1,667,532 | $47,324,555 | |
| 5 | REG |
Regency Centers Corp
|
241,144 | $19,228,818 | |
| 6 | FRT |
Federal Realty Investment Trust
|
88,567 | $10,932,708 | |
| 7 | ADC |
Agree Realty Corp
|
142,162 | $10,767,348 | |
| 8 | NNN |
Nnn REIT, Inc.
|
195,463 | $9,094,891 |
All Filings in CBL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,929,182 | 36,338 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,395,085 | 36,302 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $995,633 | 26,909 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $797,220 | 26,070 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $719,044 | 28,320 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $715,080 | 26,903 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||