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CURB

Curbline Properties

230 hedge funds and large institutions have $2.44B invested in Curbline Properties in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,054% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $63K

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

16% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 70

11% more funds holding

Funds holding: 208230 (+22)

6% more capital invested

Capital invested by funds: $2.32B → $2.44B (+$128M)

1.09% more ownership

Funds ownership: 94.9%95.99% (+1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
230
Holders Change
+22
Holders Change %
+10.58%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
41
Increased
81
Reduced
70
Closed
19
Calls
$1.99M
Puts
$63K
Net Calls
+$1.92M
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
201
Sierra Ocean
California
$2.85K
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$2.37K
NA
203
NewEdge Advisors
Louisiana
$2.37K
GWM
204
Geneos Wealth Management
Colorado
$2.32K +$1.45K +60 New
FFA
205
Farther Finance Advisors
California
$1.88K -$482 -20 -21%
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$1.55K
SW
207
SVB Wealth
Massachusetts
$1.55K +$1.54K +64 New
CFFP
208
Center for Financial Planning
Michigan
$1.5K
AF
209
Allworth Financial
California
$1.43K -$1.4K -58 -48%
CCM
210
Coldstream Capital Management
Washington
$1.4K +$1.4K +58 New
MCM
211
MAI Capital Management
Ohio
$1.31K +$144 +6 +13%
QL
212
Quarry LP
New York
$1.23K +$1.23K +51 New
QC
213
Quent Capital
New York
$1.11K
SIS
214
Sound Income Strategies
Florida
$1.02K
TFGT
215
TS Financial Group (TSFG)
Illinois
$1K +$867 +36 New
WSFS
216
Wilmington Savings Fund Society
Delaware
$968
PFBT
217
Parkside Financial Bank & Trust
Missouri
$944 +$602 +25 +179%
CFO
218
CVA Family Office
Colorado
$871
BIA
219
Bell Investment Advisors
California
$533
SC
220
Stephens Consulting
Michigan
$363 +$361 +15 New
TWD
221
True Wealth Design
Ohio
$242 -$385 -16 -62%
BTI
222
Blue Trust Inc
Georgia
$194 -$819 -34 -81%
AWM
223
Abound Wealth Management
Tennessee
$194
SWIM
224
Smallwood Wealth Investment Management
New Jersey
$193 +$193 +8 New
PWAM
225
Private Wealth Asset Management
Iowa
$145 +$144 +6 New

CURB Hedge Fund Activity: Q1 2025 in Review

230 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Curbline Properties (CURB) for Q1 2025, worth a combined $2.44B — up 5.5% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CURB positions and 19 closed out — a net gain of 22 holders — while 81 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $48.2M. The largest seller was Fidelity Investments, cutting an estimated $82.4M.

  • 230 institutional investors held Curbline Properties (CURB) as of Q1 2025, up from 208 in Q4 2024.
  • Funds reported $2.44B of Curbline Properties stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 41 funds opened new Curbline Properties positions in Q1 2025 and 19 closed out, a net change of +22 holders.
  • The largest Curbline Properties buyer in Q1 2025 was Prudential Financial, an estimated $48.2M added.
  • The largest Curbline Properties seller in Q1 2025 was Fidelity Investments, an estimated $82.4M sold.

Based on aggregated 13F filings for Q1 2025.