EverSource Wealth Advisors’s Curbline Properties CURB Stock Holding History

EverSource Wealth Advisors’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	$13.2K	Buy	435 +67	+18%	+$1.91K	﹤0.01%	2730
2026 Q1	$9.49K	Buy	368 +203	+123%	+$5.2K	﹤0.01%	2946
2025 Q4	$3.83K	Buy	165 +2	+1%	+$47	﹤0.01%	3227
2025 Q3	$3.63K	Sell	163 -4	-2%	-$90	﹤0.01%	3289
2025 Q2	$3.81K	Sell	167 -41	-20%	-$943	﹤0.01%	3269
2025 Q1	$5.03K	Buy	208 +9	+5%	+$217	﹤0.01%	2491
2024 Q4	$4.62K	Buy	+199	New	+$4.68K	﹤0.01%	2381

Other funds holding CURB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

EverSource Wealth Advisors's CURB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Curbline Properties (CURB) stake by 18% in Q2 2026, buying an estimated $1.91K and bringing the position to 435 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

EverSource Wealth Advisors first reported a position in CURB in Q4 2024 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold CURB as of Q2 2026.

EverSource Wealth Advisors held 435 shares of Curbline Properties worth $13.2K as of Q2 2026.
EverSource Wealth Advisors bought 67 Curbline Properties shares in Q2 2026, an estimated $1.91K.
Curbline Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2730 holding.
EverSource Wealth Advisors first reported a position in Curbline Properties in Q4 2024 and has held it in 7 quarters since.
283 funds tracked by Wall St. Rank held Curbline Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.