Position in CUZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,623
+$8,721 QoQ
Shares Held
321
+702.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 392 holders
Holding Since
Mar 2021
12 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, 2026Clearstead Advisors, LLC holds $176,916 across 17 REIT - Office names. CUZ ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
1,131 | $59,773 | |
| 2 | BXP |
BXP, Inc.
|
817 | $54,175 | |
| 3 | KRC |
Kilroy Realty Corp
|
613 | $22,969 | |
| 4 | VNO |
Vornado Realty Trust
|
365 | $14,344 | |
| 5 | CUZ |
Cousins Properties Inc
This page
|
321 | $9,623 | |
| 6 | CDP |
Copt Defense Properties
|
149 | $5,422 | |
| 7 | HPP |
Hudson Pacific Properties, Inc.
|
162 | $2,460 | |
| 8 | DEI |
Douglas Emmett Inc
|
196 | $2,312 |
All Filings in CUZ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,623 | 321 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $902 | 40 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $46,481 | 1,803 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,897 | 653 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,516 | 550 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,268 | 43 | Shares | Sole | 2025-05-13 | |
| 2024-03-31 | $3,678 | 153 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,725 | 153 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,690 | 83 | Shares | Sole | 2023-11-07 | |
| 2021-09-30 | $820 | 22 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $809 | 22 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $777 | 22 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||