ARC
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Advisor Resource Council’s Cousins Properties CUZ Stock Holding History

Advisor Resource Council’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,155
Closed -$418K – 270
2025
Q1 		$418K Buy
+14,155
New +$424K 0.03% 395
2024
Q1 		– Sell
-14,155
Closed -$345K – 290
2023
Q4 		$345K Buy
+14,155
New +$290K 0.04% 321
2022
Q3 		– Sell
-14,155
Closed -$414K – 220
2022
Q2 		$414K Buy
+14,155
New +$490K 0.04% 312
2022
Q1 		– Sell
-14,155
Closed -$570K – 281
2021
Q4 		$570K Buy
+14,155
New +$557K 0.04% 306
2021
Q3 		– Sell
-14,199
Closed -$522K – 268
2021
Q2 		$522K Buy
+14,199
New +$522K 0.05% 299

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return