CFFP
CURB

Center for Financial Planning’s Curbline Properties CURB Stock Holding History

Center for Financial Planning’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
2025
Q4 		– Sell
-62
Closed -$1.38K – 740
2025
Q3 		$1.38K Hold
62
– – ﹤0.01% 606
2025
Q2 		$1.42K Hold
62
– – ﹤0.01% 587
2025
Q1 		$1.5K Hold
62
– – ﹤0.01% 610
2024
Q4 		$1.44K Buy
+62
New +$1.46K ﹤0.01% 570

Other funds holding CURB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Center for Financial Planning's CURB Position: Q4 2025 in Review

Center for Financial Planning sold out of Curbline Properties (CURB) in Q4 2025, closing a stake of 62 shares — an estimated $1.38K sold.

Center for Financial Planning first reported a position in CURB in Q4 2024 and held it in 4 quarters. The position peaked at $1.5K in Q1 2025. 234 funds tracked by Wall St. Rank hold CURB as of Q4 2025.

  • Center for Financial Planning reported no remaining Curbline Properties position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 62 Curbline Properties shares in Q4 2025, an estimated $1.38K.
  • Center for Financial Planning first reported a position in Curbline Properties in Q4 2024 and held it in 4 quarters.
  • Center for Financial Planning's Curbline Properties position peaked at $1.5K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Curbline Properties as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.