Position in CURB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$21,516,775
-$360,784 QoQ
Shares Held
834,307
-11.5% QoQ
Ownership
0.791%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 85.5213967999789.ToString("F0")%
Shared 0.ToString("F0")%
None 14.478603200021094.ToString("F0")%
Common Shares in CURB Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $4,306,188,887 across 26 REIT - Retail names. CURB ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,672,420 | $1,058,076,493 | |
| 2 | O |
Realty Income Corp
|
13,833,893 | $846,357,566 | |
| 3 | REG |
Regency Centers Corp
|
10,283,412 | $778,042,941 | |
| 4 | KIM |
Kimco Realty Corp
|
21,549,272 | $484,212,136 | |
| 5 | ADC |
Agree Realty Corp
|
2,766,748 | $208,557,460 | |
| 6 | KRG |
Kite Realty Group Trust
|
6,512,762 | $159,888,303 | |
| 7 | MAC |
Macerich Co
|
7,904,430 | $149,393,724 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,913,087 | $112,696,902 |
All Filings in CURB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,516,775 | 834,307 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $21,877,559 | 942,592 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $18,202,707 | 816,265 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $18,983,280 | 831,506 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $23,891,709 | 987,669 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $28,312,839 | 1,219,330 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||