Position in CUZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,806,254
+$1,103,595 QoQ
Shares Held
80,029
+193.6% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CUZ Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Summit Trail Advisors, LLC holds $11,060,704 across 9 REIT - Office names. CUZ ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNO |
Vornado Realty Trust
|
71,304 | $1,853,190 | |
| 2 | CUZ |
Cousins Properties Inc
This page
|
80,029 | $1,806,254 | |
| 3 | HIW |
Highwoods Properties, Inc.
|
62,588 | $1,340,009 | |
| 4 | DEI |
Douglas Emmett Inc
|
141,957 | $1,337,234 | |
| 5 | SLG |
Sl Green Realty Corp
|
35,706 | $1,318,979 | |
| 6 | ARE |
Alexandria Real Estate Equities, Inc.
|
27,780 | $1,289,547 | |
| 7 | KRC |
Kilroy Realty Corp
|
40,243 | $1,135,255 | |
| 8 | BXP |
BXP, Inc.
|
16,327 | $847,371 |
All Filings in CUZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,806,254 | 80,029 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $702,659 | 27,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $991,513 | 34,261 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $694,683 | 23,133 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||