PWAM
CURB

Private Wealth Asset Management’s Curbline Properties CURB Stock Holding History

Private Wealth Asset 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
Q1 		– Sell
-6
Closed -$139 – 1157
2025
Q4 		$139 Hold
6
– – ﹤0.01% 1051
2025
Q3 		$134 Hold
6
– – ﹤0.01% 1049
2025
Q2 		$137 Hold
6
– – ﹤0.01% 1041
2025
Q1 		$145 Buy
+6
New +$144 ﹤0.01% 1133

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Private Wealth Asset Management's CURB Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Curbline Properties (CURB) in Q1 2026, closing a stake of 6 shares — an estimated $139 sold.

Private Wealth Asset Management first reported a position in CURB in Q1 2025 and held it in 4 quarters. The position peaked at $145 in Q1 2025. 263 funds tracked by Wall St. Rank hold CURB as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Curbline Properties position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 6 Curbline Properties shares in Q1 2026, an estimated $139.
  • Private Wealth Asset Management first reported a position in Curbline Properties in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Curbline Properties position peaked at $145 in Q1 2025.
  • 263 funds tracked by Wall St. Rank held Curbline Properties as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.