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
Q2 		$352K Buy
11,565
+665
+6% +$19K ﹤0.01% 3453
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 $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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Creative Planning's CURB Position: Q2 2026 in Review

Creative Planning increased its Curbline Properties (CURB) stake by 6.1% in Q2 2026, buying an estimated $19K and bringing the position to 11,565 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

Creative Planning first reported a position in CURB in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q1 2025. 283 funds tracked by Wall St. Rank hold CURB as of Q2 2026.

  • Creative Planning held 11,565 shares of Curbline Properties worth $352K as of Q2 2026.
  • Creative Planning bought 665 Curbline Properties shares in Q2 2026, an estimated $19K.
  • Curbline Properties made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3453 holding.
  • Creative Planning first reported a position in Curbline Properties in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Curbline Properties position peaked at $630K in Q1 2025.
  • 283 funds tracked by Wall St. Rank held Curbline Properties as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.