Root Financial Partners
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Root Financial Partners’s Curbline Properties CURB Stock Holding History

Root Financial Partners’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 		$2.78K Buy
+100
New +$2.99K ﹤0.01% 2484
2026
Q2 		– Sell
-40
Closed -$1.03K – 3362
2026
Q1 		$1.03K Buy
+40
New +$1.02K ﹤0.01% 2605

Other funds holding CURB

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Root Financial Partners's CURB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Curbline Properties (CURB) in Q3 2026: 100 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #2484 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CURB as recently as Q1 2026.

Root Financial Partners first reported a position in CURB in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold CURB as of Q3 2026.

  • Root Financial Partners held 100 shares of Curbline Properties worth $2.78K as of Q3 2026.
  • Curbline Properties was a new Root Financial Partners position in Q3 2026.
  • Curbline Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2484 holding.
  • Root Financial Partners first reported a position in Curbline Properties in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Curbline Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.