Position in CURB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$694,396
+$200,492 QoQ
Shares Held
22,842
+19.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#154
of 280 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CURB Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Moran Wealth Management, LLC holds $7,388,299 across 6 REIT - Retail names. CURB ranks #6 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
9,219 | $2,061,828 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
36,242 | $1,282,966 | |
| 3 | REG |
Regency Centers Corp
|
15,217 | $1,213,402 | |
| 4 | ADC |
Agree Realty Corp
|
14,229 | $1,077,704 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
35,444 | $1,058,003 | |
| 6 | CURB |
Curbline Properties Corp.
This page
|
22,842 | $694,396 |
All Filings in CURB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,396 | 22,842 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $493,904 | 19,151 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||