SWIM
CURB

Smallwood Wealth Investment Management’s Curbline Properties CURB Stock Holding History

Smallwood Wealth Investment 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
Q2 		$243 Hold
8
– – ﹤0.01% 482
2026
Q1 		$206 Hold
8
– – ﹤0.01% 479
2025
Q4 		$185 Hold
8
– – ﹤0.01% 468
2025
Q3 		$178 Hold
8
– – ﹤0.01% 479
2025
Q2 		$182 Hold
8
– – ﹤0.01% 527
2025
Q1 		$193 Buy
+8
New +$193 ﹤0.01% 468

Other funds holding CURB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Smallwood Wealth Investment Management's CURB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Curbline Properties (CURB) position steady in Q2 2026 at 8 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Smallwood Wealth Investment Management first reported a position in CURB in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold CURB as of Q2 2026.

  • Smallwood Wealth Investment Management held 8 shares of Curbline Properties worth $243 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Curbline Properties share count unchanged in Q2 2026.
  • Curbline Properties made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #482 holding.
  • Smallwood Wealth Investment Management first reported a position in Curbline Properties in Q1 2025 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held Curbline Properties as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.