Position in CUZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$479,093
-$96,548 QoQ
Shares Held
21,227
-4.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CUZ Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Allworth Financial LP holds $1,853,226 across 19 REIT - Office names. CUZ ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDP |
Copt Defense Properties
|
19,696 | $602,697 | |
| 2 | CUZ |
Cousins Properties Inc
This page
|
21,227 | $479,093 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
4,481 | $208,008 | |
| 4 | PKST |
Peakstone Realty Trust
|
4,982 | $104,073 | |
| 5 | BXP |
BXP, Inc.
|
1,491 | $77,382 | |
| 6 | SLG |
Sl Green Realty Corp
|
2,055 | $75,911 | |
| 7 | PDM |
Piedmont Realty Trust, Inc.
|
9,613 | $63,157 | |
| 8 | DEA |
Easterly Government Properties, Inc.
|
2,725 | $58,396 |
All Filings in CUZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,093 | 21,227 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $575,641 | 22,329 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $670,395 | 23,165 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $702,942 | 23,408 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,732 | 296 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,604 | 85 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,945 | 66 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,527 | 66 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,730 | 72 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,727 | 112 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $35,341 | 1,735 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $37,916 | 1,663 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $34,614 | 1,619 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $39,781 | 1,573 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $5,907 | 253 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,530 | 155 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,962 | 148 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,961 | 148 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,518 | 148 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,443 | 148 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,231 | 148 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,460 | 163 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,662 | 303 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,038 | 303 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $8,868 | 303 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||