Position in CUZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$568,420
+$317,397 QoQ
Shares Held
18,960
+70.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 394 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in CUZ Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $11,990,344 across 14 REIT - Office names. CUZ ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
64,575 | $3,412,788 | |
| 2 | VNO |
Vornado Realty Trust
|
48,812 | $1,918,311 | |
| 3 | SLG |
Sl Green Realty Corp
|
29,537 | $1,529,130 | |
| 4 | BXP |
BXP, Inc.
|
19,042 | $1,262,675 | |
| 5 | HIW |
Highwoods Properties, Inc.
|
22,988 | $693,318 | |
| 6 | CUZ |
Cousins Properties Inc
This page
|
18,960 | $568,420 | |
| 7 | KRC |
Kilroy Realty Corp
|
15,019 | $562,761 | |
| 8 | CDP |
Copt Defense Properties
|
14,830 | $539,663 |
All Filings in CUZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,420 | 18,960 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $251,023 | 11,122 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $201,335 | 6,957 | Shares | Sole | 2025-11-19 | |
| 2023-12-31 | $374,283 | 15,371 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $241,995 | 11,880 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $263,659 | 11,564 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $236,291 | 11,052 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $295,690 | 11,692 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $283,165 | 12,127 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||