Position in CUZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$555,769
+$70,312 QoQ
Shares Held
18,538
-13.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#227
of 394 holders
Holding Since
Jun 2024
9 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, 2026Arkadios Wealth Advisors holds $2,130,644 across 5 REIT - Office names. CUZ ranks #3 (26.1% of the industry book) .
All Filings in CUZ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,769 | 18,538 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $485,457 | 21,509 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $583,039 | 22,616 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $701,100 | 24,226 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $721,710 | 24,033 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $705,817 | 23,926 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $705,148 | 23,014 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $737,058 | 25,002 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $578,356 | 24,983 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||