Position in CUZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$26,232
+$6,484 QoQ
Shares Held
875
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 392 holders
Holding Since
Mar 2021
11 quarters on record
Common Shares in CUZ Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $72,787 across 6 REIT - Office names. CUZ ranks #1 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
This page
|
875 | $26,232 | |
| 2 | PDM |
Piedmont Realty Trust, Inc.
|
2,372 | $21,703 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
235 | $12,419 | |
| 4 | BXP |
BXP, Inc.
|
161 | $10,675 | |
| 5 | NLOP |
Net Lease Office Properties
|
93 | $1,035 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
24 | $723 |
All Filings in CUZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,232 | 875 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $19,748 | 875 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,428 | 870 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $25,177 | 870 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $25,945 | 864 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $25,488 | 864 | Shares | Sole | 2025-04-23 | |
| 2022-03-31 | $15,511 | 385 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $45,677 | 1,134 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $40,720 | 1,092 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $40,163 | 1,092 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $40,086 | 1,134 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||