Position in CURB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,821,302
+$1,830,812 QoQ
Shares Held
92,806
+141.6% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 283 holders
Holding Since
Dec 2024
7 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, 2026WELLS FARGO & COMPANY/MN holds $784,221,589 across 26 REIT - Retail names. CURB ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
4,982,959 | $308,744,137 | |
| 2 | SPG |
Simon Property Group Inc.
|
671,618 | $150,207,363 | |
| 3 | FRT |
Federal Realty Investment Trust
|
854,603 | $105,492,192 | |
| 4 | KIM |
Kimco Realty Corp
|
2,550,709 | $64,660,470 | |
| 5 | ADC |
Agree Realty Corp
|
369,853 | $28,012,664 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
528,754 | $15,783,306 | |
| 7 | REG |
Regency Centers Corp
|
189,131 | $15,081,303 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
348,277 | $11,618,519 |
All Filings in CURB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,821,302 | 92,806 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $990,490 | 38,406 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,568,022 | 110,643 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,696,983 | 76,098 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,450,913 | 63,553 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,403,794 | 58,032 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,315,667 | 56,661 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||