Carson Wealth (CWM LLC)
CURB

Carson Wealth (CWM LLC)’s Curbline Properties CURB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CURB Stock Details CURB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.2K Buy
1,402
+521
+59% +$13.3K ﹤0.01% 4033
2025
Q4 		$20K Buy
881
+59
+7% +$1.38K ﹤0.01% 4186
2025
Q3 		$18K Buy
822
+81
+11% +$1.83K ﹤0.01% 4199
2025
Q2 		$17K Sell
741
-393
-35% -$9.04K ﹤0.01% 4027
2025
Q1 		$27K Sell
1,134
-45
-4% -$1.08K ﹤0.01% 3478
2024
Q4 		$27K Buy
+1,179
New +$27.7K ﹤0.01% 3251

Other funds holding CURB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CURB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Curbline Properties (CURB) stake by 59% in Q1 2026, buying an estimated $13.3K and bringing the position to 1,402 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4033.

Carson Wealth (CWM LLC) first reported a position in CURB in Q4 2024 and has held it in 6 quarters since. 262 funds tracked by Wall St. Rank hold CURB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,402 shares of Curbline Properties worth $36.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 521 Curbline Properties shares in Q1 2026, an estimated $13.3K.
  • Curbline Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4033 holding.
  • Carson Wealth (CWM LLC) first reported a position in Curbline Properties in Q4 2024 and has held it in 6 quarters since.
  • 262 funds tracked by Wall St. Rank held Curbline Properties as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.