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Equibles

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in CBL — Cbl & Associates Properties Inc

CIK 884546 SAN FRANCISCO, CA
Back to CBL Full portfolio

Position in CBL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$24,080,615
+$10,928,755 QoQ
Shares Held
453,581
+32.5% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 228 holders
Holding Since
Mar 2020
20 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, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,987,098,533 across 26 REIT - Retail names. CBL ranks #21 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
 4,525,891 $1,012,215,521
2 O
Realty Income Corp
 13,069,240 $809,770,110
3 KIM
Kimco Realty Corp
 11,457,411 $290,445,368
4 REG
Regency Centers Corp
 2,843,594 $226,748,185
5 BRX
Brixmor Property Group Inc.
 6,379,303 $201,139,423
6 FRT
Federal Realty Investment Trust
 1,535,361 $189,524,961
7 ADC
Agree Realty Corp
 2,196,532 $166,365,333
8 MAC
Macerich Co
 5,783,144 $145,677,397

All Filings in CBL

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,080,615 453,581
2026-03-31 $13,151,860 342,229
2025-12-31 $5,305,208 143,384
2025-09-30 $4,162,090 136,105
2025-06-30 $3,233,949 127,371
2025-03-31 $3,575,488 134,518
2024-12-31 $5,957,701 202,574
2024-09-30 $6,801,202 269,889
2024-06-30 $9,094,843 389,001
2024-03-31 $10,444,142 455,877
2023-12-31 $10,831,271 443,541
2023-09-30 $7,813,224 372,413
2023-06-30 $4,028,978 182,803
2023-03-31 $3,117,080 121,571
2022-12-31 $1,622,431 70,296
2022-09-30 $1,778,844 69,459
2022-06-30 $1,388,987 59,131
2020-09-30 — 20,427,510
2020-06-30 — 13,720,058
2020-03-31 — 7,172,095