Creative Planning
CURB

Creative Planning’s Curbline Properties CURB Stock Holding History

Creative 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
2026
Q1 		$281K Buy
10,900
+78
+0.7% +$2K ﹤0.01% 3473
2025
Q4 		$251K Sell
10,822
-3,051
-22% -$71.1K ﹤0.01% 3369
2025
Q3 		$309K Sell
13,873
-1,668
-11% -$37.6K ﹤0.01% 3114
2025
Q2 		$355K Sell
15,541
-10,504
-40% -$242K ﹤0.01% 2756
2025
Q1 		$630K Buy
26,045
+732
+3% +$17.6K ﹤0.01% 2085
2024
Q4 		$588K Buy
+25,313
New +$596K ﹤0.01% 2078

Other funds holding CURB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Creative Planning's CURB Position: Q1 2026 in Review

Creative Planning increased its Curbline Properties (CURB) stake by 0.72% in Q1 2026, buying an estimated $2K and bringing the position to 10,900 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #3473.

Creative Planning first reported a position in CURB in Q4 2024 and has held it in 6 quarters since. The position peaked at $630K in Q1 2025. 262 funds tracked by Wall St. Rank hold CURB as of Q1 2026.

  • Creative Planning held 10,900 shares of Curbline Properties worth $281K as of Q1 2026.
  • Creative Planning bought 78 Curbline Properties shares in Q1 2026, an estimated $2K.
  • Curbline Properties made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3473 holding.
  • Creative Planning first reported a position in Curbline Properties in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's Curbline Properties position peaked at $630K in Q1 2025.
  • 262 funds tracked by Wall St. Rank held Curbline Properties as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.