CURB at a glance
Curbline Properties Corp. (CURB, SEC CIK 2027317) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 18, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Curbline Properties Corp. (CURB) reported revenue of $182.9 million (up 51.3% from FY2024) and net income of $39.9 million. Diluted EPS was $0.37.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Curbline Properties Corp. (CURB) shares worth $2.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Otto Alexander on September 14, 2026 of 839 shares at $29.52 per share.
- In the last 90 days, CURB insiders reported 0 open-market purchases ($0) and 21 open-market sales ($43.6M) on Form 4, a net sale of $43.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $182.9M
- +51.3% vs prior year
- Insiders · 90 days
- 0 buys · 21 sells
- Net −$43.6M
- 13F holders
- 34 funds
- $2.2B · +1 vs prior quarter
- Latest 8-K
- Aug 18, 2026
- Item 1.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: owning, leasing, and managing convenience shopping centers in high-income suburban U.S. locations
- New segment: completion of Spin-Off from SITE Centers on October 1, 2024, with contribution of 79 properties to Curbline
- Portfolio size: 176 properties totaling 4.8 million square feet with 94.1% occupancy and $34.52 ABR per square foot
- Drive-thru emphasis: approximately 50% of properties include drive-thru units as of December 31, 2025
- Spin-Off stock distribution: SITE Centers shareholders received 2 shares of Curbline for every 1 SITE Centers share held
Risk Factors
- Regulatory risk: SITE Centers obligated to complete $20.7M in redevelopment projects post Spin-Off per Separation and Distribution Agreement
- Macroeconomic threat: 61% of leases expiring within 5 years with no renewal options exposes company to rent-reset risk amid inflationary pressures
- Operational risk: 50% of properties have drive-thru units requiring specialized maintenance and capex in high-traffic suburban locations
- Competitive risk: Tenant concentration low; largest tenant Starbucks only 2.6% of ABR, but competition from expanding quick-service restaurants threatens vacancy rates
- Financial risk: $172M senior unsecured notes due 2031-2033 with 4.9-5.87% coupons create leverage and interest expense pressure despite BBB credit rating
Management Discussion & Analysis
- Revenue $182.9M in 2025 vs $120.9M in 2024, up $62.0M YoY driven primarily by rental income increase of $62.0M
- Operating margin improved; NOI $136.9M in 2025 vs $93.3M in 2024, up 46.8%, Same-Property NOI up 3.3%
- Best segment rental income from acquired convenience shopping centers: $43.0M increase; worst performance lease terminations and ancillary income declined by $1.56M
- Debt increased to $428M at Dec 2025 from zero in 2024; cash $289.6M; no borrowings on $400M revolver; raised $350M senior notes and term loans in 2025
- Management obtained BBB rating in May 2025, expects continued growth from acquisitions; risks include debt covenants and market conditions impacting occupancy and rent
AI summary of the CURB 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Second-quarter revenue $63.3M vs $41.4M YoY, up $21.9M
- Net income $6.9M vs $10.4M YoY; FFO $33.3M vs $26.4M
- Same-property NOI $53.95M, up 2.1% YoY; total NOI $90.75M, up 53.2%
- Cash $154.7M, debt $600.0M vs $428.0M at December 31, 2025
- Acquisitions of 51 properties for $581.9M; management cited acquisition-driven growth and higher interest expense headwinds
Risk Factors
- No material changes to 10-K risk factors reported for the quarter
- Regulatory and compliance risks carried forward without reported updates
- Operational and competitive risks unchanged from the 10-K
- Financial risks unchanged from the 10-K
- $250.0 million remaining under authorized share repurchase program as of June 30, 2026
AI summary of the CURB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.02: Termination of a Material Definitive Agreement
- Otto family beneficial ownership fell to 7.5% or less, triggering the Exempt Holder Reduction Event
- Charter ownership limit increased from 8% to 9.8% for all holders
Item 2.02: Results of Operations and Financial Condition
- Quarterly financial supplement covers results for the quarter ended June 30, 2026
- Exhibit 99.1 contains the company’s news release, financial results, and property information
Item EX-99.1: Item EX-99.1
- 2Q26 Operating FFO $33.3M, or $0.31 per diluted share, up from $26.9M and $0.26 year over year
- 2026 Operating FFO guidance raised to $1.24–$1.26 per diluted share from $1.20–$1.23
Item 8.01: Other Events
- 10,000,000 shares offered through forward equity sale; potential 15% overallotment of 1,500,000 shares
- Forward Sellers sold borrowed shares July 1, 2026, creating future dilution upon settlement
AI summaries of CURB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CURB
Don't miss the next CURB filing
- Alerts as it files. A push when CURB files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CURB, by share count.
- Ask anything. An AI agent that reads every CURB filing and answers with sources.
CURB alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cattonar John M | F | Sep 15, 2026 | 2,472 | $29.08 |
| Fennerty Conor | F | Sep 15, 2026 | 2,472 | $29.08 |
| Otto Alexander | Sell | Sep 14, 2026 | 839 | $29.52 |
| Otto Alexander | Sell | Sep 10, 2026 | 2,344 | $29.51 |
| Otto Alexander | Sell | Sep 9, 2026 | 33,112 | $29.59 |
| Otto Alexander | Sell | Sep 8, 2026 | 221,812 | $29.68 |
| Otto Alexander | Sell | Sep 1, 2026 | 100 | $30.02 |
| Otto Alexander | Sell | Aug 31, 2026 | 3,600 | $30.05 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $93.7M | $120.9M | $182.9M | |
| Net Income | $31.0M | $10.3M | $39.9M | |
| Net Margin | 33.1% | 8.5% | 21.8% | |
| Balance Sheet | ||||
| Total Assets | $921.6M | $2.0B | $2.5B | |
| Equity | $862.6M | $1.9B | $1.9B | |
| ROE | 3.6% | 0.5% | 2.1% | |
| Per Share | ||||
| EPS | $0.30 | $0.09 | $0.37 | |
| Cash Flow | ||||
| Operating CF | $59.2M | $54.3M | $124.6M | |
Source: XBRL data in Curbline Properties Corp. (CURB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CURB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $2.22B |
| Q1 2026 | 33 | $1.73B |
| Q4 2025 | 30 | $1.39B |
| Q3 2025 | 28 | $1.36B |
| Q2 2025 | 27 | $1.31B |
| Q1 2025 | 25 | $1.07B |
| Q4 2024 | 20 | $998.2M |
| Q3 2024 | 2 | $4.2M |
- Goldman Sachs Group+2.62M (+241%)
- Morgan Stanley+937.0K (+53%)
- WESTWOOD HOLDINGS GROUP INC+889.3K (+66%)
- BlackRock+656.8K (+4%)
- Citadel Advisors LLC+649.7K (+226%)
- FMR LLC (Fidelity)−524.2K (-12%)
- Renaissance Technologies LLC−241.1K (-70%)
- COHEN & STEERS, INC.−117.6K (-4%)
- JPMorgan Chase & Co−78.6K (-9%)
- Bank of America Corp−55.7K (-9%)
- HANCOCK WHITNEY CORP+18.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 199 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CURB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis |
Related Real Estate companies
- AHRT · AH Realty Trust, Inc.Real Estate
- AOMR · Angel Oak Mortgage REIT, Inc.Real Estate
- CBRE · CBRE GroupReal Estate
- CMTG · Claros Mortgage Trust, Inc.Real Estate
- CWK · Cushman & Wakefield Ltd.Real Estate
- FOR · Forestar Group Inc.Real Estate
- FRPH · FRP HOLDINGS, INC.Real Estate
- GTY · GETTY REALTY CORP /MD/Real Estate
CURB SEC filings: frequently asked questions
Are CURB insiders buying or selling?
In the last 90 days, Curbline Properties Corp. (CURB) officers, directors and 10% owners reported no open-market purchases and 21 open-market sales worth $43.6 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CURB stock?
As of June 30, 2026, the largest Curbline Properties Corp. (CURB) holders among the 13F filers tracked by SignalX were BlackRock ($531.3 million), Vanguard Portfolio Management LLC ($285.4 million), State Street Corp ($169.6 million), Principal Financial Group ($156.4 million), Vanguard Capital Management LLC ($130.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CURB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Curbline Properties Corp. (CURB) reported revenue of $182.9 million (up 51.3% from FY2024) and net income of $39.9 million. Diluted EPS was $0.37. The figures come from the XBRL data in the 10-K.
What are the main risks in CURB's latest 10-K?
In the 10-K filed February 10, 2026, Curbline Properties Corp. (CURB) flagged: Regulatory risk: SITE Centers obligated to complete $20.7M in redevelopment projects post Spin-Off per Separation and Distribution Agreement. Macroeconomic threat: 61% of leases expiring within 5 years with no renewal options exposes company to rent-reset risk amid inflationary pressures. (AI summary of the Risk Factors section.)
What did CURB report in its latest 8-K?
Curbline Properties Corp. (CURB) filed an 8-K on August 18, 2026 reporting Item 1.02 (Termination of a Material Definitive Agreement). Otto family beneficial ownership fell to 7.5% or less, triggering the Exempt Holder Reduction Event.
What are the latest CURB SEC filings?
Curbline Properties Corp. (CURB) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 18, 2026 and a Form 4 insider filing on September 16, 2026.
What is CURB's SEC CIK number?
Curbline Properties Corp. (CURB)'s SEC Central Index Key (CIK) is 2027317. EDGAR lists every CURB filing under that number.
Ask anything about CURB
The research agent reads CURB's filings, financials, insider trades and 13F holders, then answers with sources.