Position in CUZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,514
+$4,776 QoQ
Shares Held
284
+95.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 392 holders
Holding Since
Sep 2025
3 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, 2026Physician Wealth Advisors, Inc. holds $34,109 across 12 REIT - Office names. CUZ ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
This page
|
284 | $8,514 | |
| 2 | NLOP |
Net Lease Office Properties
|
468 | $5,208 | |
| 3 | PSTL |
Postal Realty Trust, Inc.
|
168 | $4,139 | |
| 4 | SLG |
Sl Green Realty Corp
|
74 | $3,830 | |
| 5 | HIW |
Highwoods Properties, Inc.
|
120 | $3,619 | |
| 6 | ARE |
Alexandria Real Estate Equities, Inc.
|
60 | $3,171 | |
| 7 | VNO |
Vornado Realty Trust
|
57 | $2,240 | |
| 8 | HPP |
Hudson Pacific Properties, Inc.
|
76 | $1,154 |
All Filings in CUZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,514 | 284 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $3,738 | 145 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,402 | 83 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||