Position in CUZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,609,254
+$1,092,470 QoQ
Shares Held
248,527
+41.8% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0.731107686488792.ToString("F0")%
Shared 0.ToString("F0")%
None 99.2688923135112.ToString("F0")%
Common Shares in CUZ Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Creative Planning holds $26,188,258 across 14 REIT - Office names. CUZ ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
This page
|
248,527 | $5,609,254 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
118,846 | $5,516,831 | |
| 3 | KRC |
Kilroy Realty Corp
|
129,391 | $3,650,120 | |
| 4 | HIW |
Highwoods Properties, Inc.
|
153,770 | $3,292,215 | |
| 5 | BXP |
BXP, Inc.
|
47,518 | $2,466,184 | |
| 6 | VNO |
Vornado Realty Trust
|
83,580 | $2,172,244 | |
| 7 | PSTL |
Postal Realty Trust, Inc.
|
65,645 | $1,218,371 | |
| 8 | CDP |
Copt Defense Properties
|
18,711 | $572,556 |
All Filings in CUZ
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,609,254 | 248,527 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,516,784 | 175,205 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,647,227 | 91,473 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,418,406 | 47,233 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,116,693 | 37,854 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,013,234 | 33,069 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $864,235 | 29,316 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $498,373 | 21,528 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $479,670 | 19,953 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $425,638 | 17,480 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $447,569 | 21,972 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $527,568 | 23,139 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $457,403 | 21,394 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $353,958 | 13,996 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $3,585 | 89 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||