SVB Wealth’s Curbline Properties CURB Stock Holding History

SVB Wealth’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 Q2	–	Sell	-64	Closed	-$1.55K	–	1698
2025 Q1	$1.55K	Buy	+64	New	+$1.54K	﹤0.01%	1279

Other funds holding CURB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

SVB Wealth's CURB Position: Q2 2025 in Review

SVB Wealth sold out of Curbline Properties (CURB) in Q2 2025, closing a stake of 64 shares — an estimated $1.55K sold.

SVB Wealth first reported a position in CURB in Q1 2025 and held it in 1 quarter. The position peaked at $1.55K in Q1 2025. 227 funds tracked by Wall St. Rank hold CURB as of Q2 2025.

SVB Wealth reported no remaining Curbline Properties position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 64 Curbline Properties shares in Q2 2025, an estimated $1.55K.
SVB Wealth first reported a position in Curbline Properties in Q1 2025 and held it in 1 quarter.
SVB Wealth's Curbline Properties position peaked at $1.55K in Q1 2025.
227 funds tracked by Wall St. Rank held Curbline Properties as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.