Position in CUZ
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$485,457
-$97,582 QoQ
Shares Held
21,509
-4.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CUZ Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Arkadios Wealth Advisors holds $2,347,569 across 6 REIT - Office names. CUZ ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMCT |
Creative Media & Community Trust Corp
|
88,590 | $540,399 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
10,827 | $502,588 | |
| 3 | CUZ |
Cousins Properties Inc
This page
|
21,509 | $485,457 | |
| 4 | CDP |
Copt Defense Properties
|
15,261 | $466,986 | |
| 5 | PKST |
Peakstone Realty Trust
|
12,964 | $270,817 | |
| 6 | PDM |
Piedmont Realty Trust, Inc.
|
12,378 | $81,322 |
All Filings in CUZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||