ELEVATION WEALTH PARTNERS, LLC
Position in CUZ — Cousins Properties Inc
CIK 1976256
WALNUT CREEK, CA
Position in CUZ
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$47,158
+$28,696 QoQ
Shares Held
1,573
+92.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#319
of 392 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CUZ Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $269,509 across 8 REIT - Office names. CUZ ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
1,509 | $100,061 | |
| 2 | KRC |
Kilroy Realty Corp
|
1,463 | $54,818 | |
| 3 | CUZ |
Cousins Properties Inc
This page
|
1,573 | $47,158 | |
| 4 | HIW |
Highwoods Properties, Inc.
|
1,065 | $32,120 | |
| 5 | VNO |
Vornado Realty Trust
|
394 | $15,484 | |
| 6 | ARE |
Alexandria Real Estate Equities, Inc.
|
287 | $15,167 | |
| 7 | SLG |
Sl Green Realty Corp
|
76 | $3,934 | |
| 8 | DEI |
Douglas Emmett Inc
|
65 | $767 |
All Filings in CUZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,158 | 1,573 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $18,462 | 818 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $953 | 37 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $463 | 16 | Shares | Sole | 2025-10-14 | |
| 2024-03-31 | $5,529 | 230 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,600 | 230 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||