Position in CURB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$37,227,656
+$4,992,890 QoQ
Shares Held
1,443,492
+3.9% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 91.60667326178462.ToString("F0")%
Shared 6.952099492065075.ToString("F0")%
None 1.4412272461503077.ToString("F0")%
Common Shares in CURB Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $3,254,018,995 across 25 REIT - Retail names. CURB ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,606,481 | $859,246,899 | |
| 2 | O |
Realty Income Corp
|
13,018,219 | $796,454,636 | |
| 3 | KIM |
Kimco Realty Corp
|
10,341,105 | $232,364,628 | |
| 4 | REG |
Regency Centers Corp
|
2,667,906 | $201,853,765 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
4,790,090 | $137,954,591 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,284,001 | $136,373,742 | |
| 7 | ADC |
Agree Realty Corp
|
1,771,018 | $133,499,334 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,816,528 | $118,378,669 |
All Filings in CURB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,227,656 | 1,443,492 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $32,234,766 | 1,388,831 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $30,381,763 | 1,362,411 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,585,097 | 1,339,689 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $32,931,780 | 1,361,380 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,424,761 | 1,353,349 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||