TWD
CURB

True Wealth Design’s Curbline Properties CURB Stock Holding History

True Wealth Design’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
Q4 		– Sell
-3
Closed -$67 – 2872
2025
Q3 		$67 Hold
3
– – ﹤0.01% 2530
2025
Q2 		$69 Sell
3
-7
-70% -$161 ﹤0.01% 2327
2025
Q1 		$242 Sell
10
-16
-62% -$385 ﹤0.01% 1878
2024
Q4 		$604 Buy
+26
New +$612 ﹤0.01% 1059

Other funds holding CURB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

True Wealth Design's CURB Position: Q4 2025 in Review

True Wealth Design sold out of Curbline Properties (CURB) in Q4 2025, closing a stake of 3 shares — an estimated $67 sold.

True Wealth Design first reported a position in CURB in Q4 2024 and held it in 4 quarters. The position peaked at $604 in Q4 2024. 234 funds tracked by Wall St. Rank hold CURB as of Q4 2025.

  • True Wealth Design reported no remaining Curbline Properties position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 3 Curbline Properties shares in Q4 2025, an estimated $67.
  • True Wealth Design first reported a position in Curbline Properties in Q4 2024 and held it in 4 quarters.
  • True Wealth Design's Curbline Properties position peaked at $604 in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Curbline Properties as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.