MYIA
CURB

Mount Yale Investment Advisors’s Curbline Properties CURB Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-4
Closed -$91 – 1666
2025
Q2 		$91 Buy
+4
New +$92 ﹤0.01% 1470

Other funds holding CURB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Mount Yale Investment Advisors's CURB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Curbline Properties (CURB) in Q3 2025, closing a stake of 4 shares — an estimated $91 sold.

Mount Yale Investment Advisors first reported a position in CURB in Q2 2025 and held it in 1 quarter. The position peaked at $91 in Q2 2025. 220 funds tracked by Wall St. Rank hold CURB as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Curbline Properties position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4 Curbline Properties shares in Q3 2025, an estimated $91.
  • Mount Yale Investment Advisors first reported a position in Curbline Properties in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Curbline Properties position peaked at $91 in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Curbline Properties as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.