Position in CBL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,744,431
+$425,975 QoQ
Shares Held
32,858
-4.2% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#77
of 225 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026OPPENHEIMER & CO INC holds $17,011,885 across 6 REIT - Retail names. CBL ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
127,132 | $7,877,098 | |
| 2 | SPG |
Simon Property Group Inc.
|
28,124 | $6,289,932 | |
| 3 | CBL |
Cbl & Associates Properties Inc
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|
32,858 | $1,744,431 | |
| 4 | GTY |
Getty Realty Corp /Md/
|
16,075 | $536,262 | |
| 5 | SKT |
Tanger Inc.
|
8,807 | $347,612 | |
| 6 | NNN |
Nnn REIT, Inc.
|
4,654 | $216,550 |
All Filings in CBL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744,431 | 32,858 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,318,456 | 34,308 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,287,896 | 34,808 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $975,746 | 31,908 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||