Position in CBL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,587,839
+$4,595,824 QoQ
Shares Held
180,596
+39.0% QoQ
Ownership
0.584%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 228 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,717,580,031 across 27 REIT - Retail names. CBL ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,566,600 | $1,244,970,081 | |
| 2 | O |
Realty Income Corp
|
14,440,511 | $894,734,055 | |
| 3 | REG |
Regency Centers Corp
|
2,431,334 | $193,874,567 | |
| 4 | NNN |
Nnn REIT, Inc.
|
3,810,780 | $177,315,587 | |
| 5 | KIM |
Kimco Realty Corp
|
6,806,958 | $172,556,378 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,535,556 | $135,386,337 | |
| 7 | MAC |
Macerich Co
|
5,196,073 | $130,889,074 | |
| 8 | ADC |
Agree Realty Corp
|
1,525,277 | $115,524,472 |
All Filings in CBL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,587,839 | 180,596 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,992,015 | 129,899 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,649,383 | 125,659 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,849,009 | 125,867 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $5,527,475 | 217,703 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,531,366 | 245,725 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,221,449 | 177,540 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,318,861 | 131,701 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,322,705 | 99,346 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,691,119 | 117,465 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,889,784 | 118,337 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $657,718 | 31,350 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $817,284 | 37,082 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $750,402 | 29,267 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $329,463 | 14,275 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $331,647 | 12,950 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $539,468 | 22,966 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $214,014 | 6,507 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $147,732 | 4,735 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | — | 337,196 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | — | 321,192 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | — | 565,796 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||