Position in CUZ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$611,502
+$235,939 QoQ
Shares Held
20,397
+40.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#216
of 392 holders
Holding Since
Mar 2025
5 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, 2026Aaron Wealth Advisors LLC holds $2,064,306 across 3 REIT - Office names. CUZ ranks #2 (29.6% of the industry book) .
All Filings in CUZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,502 | 20,397 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $375,563 | 14,568 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $386,812 | 13,366 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $210,840 | 7,021 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $208,830 | 7,079 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||