CBL & Associates Properties, Inc.
US ˙ NYSE ˙ US1248308785

SecurityCBL / CBL & Associates Properties, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership205,497 shares
Latest Disclosed Value $ 7,897,491
Dimensional Fund Advisors Lp reports 13.85% increase in ownership of CBL / CBL & Associates Properties, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 205,497 shares of CBL & Associates Properties, Inc. (US:CBL) valued at $7,897,250 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 180,494 shares of CBL & Associates Properties, Inc.. This represents a change in shares of 13.85% during the quarter. The current value of the position is $9,952,220 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 205,497 25,003 13.85 7,897 18.25 0.0016
2026-02-12 2025-12-31 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 180,494 6,684 3.85 6,678 25.67 0.0014
2025-11-12 2025-09-30 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 173,810 30,306 21.12 5,314 45.87 0.0011
2025-08-12 2025-06-30 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 143,504 9,137 6.80 3,644 2.02 0.0008
2025-05-13 2025-03-31 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 134,367 5,426 4.21 3,572 -5.83 0.0009
2025-02-13 2024-12-31 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 128,941 19,894 18.24 3,792 37.99 0.0009
2024-11-07 2024-09-30 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 109,047 17,250 18.79 2,748 28.11 0.0007
2024-08-09 2024-06-30 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 91,797 11,789 14.73 2,146 17.09 0.0006
2024-05-10 2024-03-31 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 80,008 15,712 24.44 1,833 16.69 0.0005
2024-02-07 2023-12-31 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 64,296 10,972 20.58 1,570 40.43 0.0005
2023-11-09 2023-09-30 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 53,324 11,487 27.46 1,119 21.26 0.0004
2023-08-09 2023-06-30 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 41,837 28,047 203.39 922 161.19 0.0003
2023-05-12 2023-03-31 13F CBL & ASSOC PPTYS COMMON STOCK 124830878 13,790 13,790 354 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.