Moran Wealth Management
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Moran Wealth Management’s Curbline Properties CURB Stock Holding History

Moran Wealth Management’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
Q3 		$675K Buy
24,253
+1,411
+6% +$42.2K 0.02% 395
2026
Q2 		$694K Buy
22,842
+3,691
+19% +$105K 0.02% 408
2026
Q1 		$494K Buy
+19,151
New +$491K 0.02% 399

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return
ACMI
AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Moran Wealth Management's CURB Position: Q3 2026 in Review

Moran Wealth Management increased its Curbline Properties (CURB) stake by 6.2% in Q3 2026, buying an estimated $42.2K and bringing the position to 24,253 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #395.

Moran Wealth Management first reported a position in CURB in Q1 2026 and has held it in 3 quarters since. The position peaked at $694K in Q2 2026. 104 funds tracked by Wall St. Rank hold CURB as of Q3 2026.

  • Moran Wealth Management held 24,253 shares of Curbline Properties worth $675K as of Q3 2026.
  • Moran Wealth Management bought 1,411 Curbline Properties shares in Q3 2026, an estimated $42.2K.
  • Curbline Properties made up 0.02% of Moran Wealth Management's portfolio in Q3 2026, its #395 holding.
  • Moran Wealth Management first reported a position in Curbline Properties in Q1 2026 and has held it in 3 quarters since.
  • Moran Wealth Management's Curbline Properties position peaked at $694K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Curbline Properties as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.