Position in CUZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$349,866
New position
Shares Held
11,670
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 392 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 90%
Shared 0%
None 10%
Position in REIT - Office
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,385,545 across 4 REIT - Office names. CUZ ranks #2 (25.3% of the industry book) .
All Filings in CUZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,866 | 11,670 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||