Position in CUZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,976,114
+$636,586 QoQ
Shares Held
87,555
+68.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 16.904802695448577.ToString("F0")%
Shared 0.ToString("F0")%
None 83.09519730455143.ToString("F0")%
Common Shares in CUZ Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $37,383,582 across 15 REIT - Office names. CUZ ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
485,920 | $22,556,403 | |
| 2 | BXP |
BXP, Inc.
|
144,890 | $7,519,788 | |
| 3 | CUZ |
Cousins Properties Inc
This page
|
87,555 | $1,976,114 | |
| 4 | VNO |
Vornado Realty Trust
|
45,370 | $1,179,164 | |
| 5 | CDP |
Copt Defense Properties
|
28,681 | $877,638 | |
| 6 | BDN |
Brandywine Realty Trust
|
244,965 | $663,855 | |
| 7 | HPP |
Hudson Pacific Properties, Inc.
|
81,707 | $482,887 | |
| 8 | HIW |
Highwoods Properties, Inc.
|
21,294 | $455,902 |
All Filings in CUZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,976,114 | 87,555 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,339,528 | 51,960 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,722,579 | 128,631 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,463,538 | 115,336 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $3,018,173 | 102,311 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,304,767 | 107,858 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,905,287 | 302,079 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,321,673 | 229,878 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $859,452 | 35,751 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $957,854 | 39,337 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,886,117 | 92,593 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $656,867 | 28,810 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $684,842 | 32,032 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $802,197 | 31,720 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $809,869 | 34,684 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,588,414 | 54,342 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,696,446 | 66,926 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,249,846 | 31,029 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,465,649 | 66,121 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,122,166 | 57,699 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,972,916 | 55,811 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,913,049 | 57,106 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,751,920 | 131,232 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,443,155 | 115,426 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,036,117 | 103,728 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||