Position in CUZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$479
New position
Shares Held
16
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 392 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Office
Real Estate · as of Jun 30, 2026SHP Wealth Management holds $25,251 across 9 REIT - Office names. CUZ ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
293 | $19,428 | |
| 2 | KRC |
Kilroy Realty Corp
|
46 | $1,723 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
25 | $1,321 | |
| 4 | VNO |
Vornado Realty Trust
|
31 | $1,218 | |
| 5 | HIW |
Highwoods Properties, Inc.
|
18 | $542 | |
| 6 | CUZ |
Cousins Properties Inc
This page
|
16 | $479 | |
| 7 | NLOP |
Net Lease Office Properties
|
28 | $311 | |
| 8 | CMCT |
Creative Media & Community Trust Corp
|
68 | $221 |
All Filings in CUZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479 | 16 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||