Position in CUZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$858,027
+$425,135 QoQ
Shares Held
28,620
+49.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 100 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Sequoia Financial Advisors, LLC holds $6,636,684 across 13 REIT - Office names. CUZ ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRC |
Kilroy Realty Corp
|
29,083 | $1,089,740 | |
| 2 | HIW |
Highwoods Properties, Inc.
|
29,055 | $876,298 | |
| 3 | CUZ |
Cousins Properties Inc
This page
|
28,620 | $858,027 | |
| 4 | SLG |
Sl Green Realty Corp
|
14,694 | $760,708 | |
| 5 | ARE |
Alexandria Real Estate Equities, Inc.
|
12,712 | $671,829 | |
| 6 | VNO |
Vornado Realty Trust
|
14,064 | $552,715 | |
| 7 | ESBA |
Empire State Realty OP, L.P.
|
81,409 | $451,819 | |
| 8 | CDP |
Copt Defense Properties
|
9,335 | $339,700 |
All Filings in CUZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,027 | 28,620 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $432,892 | 19,180 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,090,622 | 42,305 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $735,973 | 25,431 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $620,389 | 20,659 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||