Position in CUZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$809
-$974 QoQ
Shares Held
27
-65.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#380
of 392 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $4,398 across 4 REIT - Office names. CUZ ranks #4 (18.4% 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 | $809 | 27 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,783 | 79 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $2,372 | 79 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $914 | 31 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,420 | 79 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||