Position in CBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,094,460
+$1,918,784 QoQ
Shares Held
77,123
+36.2% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 228 holders
Holding Since
Mar 2022
10 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, 2026HSBC HOLDINGS PLC holds $1,107,689,404 across 23 REIT - Retail names. CBL ranks #21 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,147,719 | $318,952,665 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,393,927 | $311,751,770 | |
| 3 | REG |
Regency Centers Corp
|
1,354,984 | $108,046,421 | |
| 4 | KIM |
Kimco Realty Corp
|
3,708,685 | $94,015,161 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,402,911 | $44,233,782 | |
| 6 | FRT |
Federal Realty Investment Trust
|
281,858 | $34,792,550 | |
| 7 | NNN |
Nnn REIT, Inc.
|
689,173 | $32,067,218 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
903,410 | $26,966,786 |
All Filings in CBL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,094,460 | 77,123 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,175,676 | 56,614 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,334,331 | 36,063 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $263,874 | 8,629 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $237,904 | 9,370 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,274,750 | 47,959 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,166,224 | 39,654 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $210,571 | 8,356 | Shares | Defined | 2024-11-14 | |
| 2022-06-30 | $380,443 | 16,196 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $235,558 | 7,162 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||