Position in CUZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$69,671
-$3,631 QoQ
Shares Held
2,324
-28.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 62 holders
Holding Since
Jun 2022
17 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 Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,033,778 across 17 REIT - Office names. CUZ ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
4,904 | $259,174 | |
| 2 | VNO |
Vornado Realty Trust
|
3,853 | $151,418 | |
| 3 | BXP |
BXP, Inc.
|
1,816 | $120,415 | |
| 4 | CUZ |
Cousins Properties Inc
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|
2,324 | $69,671 | |
| 5 | BDN |
Brandywine Realty Trust
|
21,636 | $68,584 | |
| 6 | HPP |
Hudson Pacific Properties, Inc.
|
3,836 | $58,267 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
1,786 | $53,861 | |
| 8 | CDP |
Copt Defense Properties
|
1,461 | $53,162 |
All Filings in CUZ
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,671 | 2,324 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $73,302 | 3,248 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $67,902 | 2,634 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $61,004 | 2,108 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $63,061 | 2,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $39,735 | 1,347 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,097 | 1,015 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,938 | 846 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $35,765 | 1,545 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,702 | 1,194 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $23,812 | 978 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $43,917 | 2,156 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $40,971 | 1,797 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $855 | 40 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,029 | 278 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $73,739 | 3,158 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $59,716 | 2,043 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||