Whittier Trust’s Curbline Properties CURB Stock Holding History

Whittier Trust’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 Q1	–	Sell	-186	Closed	-$4.32K	–	1573
2024 Q4	$4.32K	Buy	+186	New	+$4.38K	﹤0.01%	1385

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

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

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

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

GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 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

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

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

Whittier Trust's CURB Position: Q1 2025 in Review

Whittier Trust sold out of Curbline Properties (CURB) in Q1 2025, closing a stake of 186 shares — an estimated $4.32K sold.

Whittier Trust first reported a position in CURB in Q4 2024 and held it in 1 quarter. The position peaked at $4.32K in Q4 2024. 230 funds tracked by Wall St. Rank hold CURB as of Q1 2025.

Whittier Trust reported no remaining Curbline Properties position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 186 Curbline Properties shares in Q1 2025, an estimated $4.32K.
Whittier Trust first reported a position in Curbline Properties in Q4 2024 and held it in 1 quarter.
Whittier Trust's Curbline Properties position peaked at $4.32K in Q4 2024.
230 funds tracked by Wall St. Rank held Curbline Properties as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.