AssetMark Inc
CUZ icon

AssetMark Inc’s Cousins Properties CUZ Stock Holding History

AssetMark Inc’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
2026
Q3 		$301K Buy
10,901
+1,938
+22% +$57.8K ﹤0.01% 1363
2026
Q2 		$269K Buy
8,963
+2,702
+43% +$70.9K ﹤0.01% 1362
2026
Q1 		$141K Buy
6,261
+142
+2% +$3.44K ﹤0.01% 1432
2025
Q4 		$158K Buy
6,119
+338
+6% +$8.78K ﹤0.01% 1360
2025
Q3 		$167K Buy
5,781
+505
+10% +$14.3K ﹤0.01% 1307
2025
Q2 		$158K Buy
5,276
+123
+2% +$3.47K ﹤0.01% 1278
2025
Q1 		$152K Sell
5,153
-842
-14% -$25.2K ﹤0.01% 1195
2024
Q4 		$184K Buy
5,995
+794
+15% +$24.4K ﹤0.01% 1120
2024
Q3 		$153K Buy
5,201
+5,174
+19,163% +$139K ﹤0.01% 1066
2024
Q2 		$625 Buy
+27
New +$621 ﹤0.01% 1903
2024
Q1 		– Sell
-11
Closed -$268 – 1970
2023
Q4 		$268 Buy
+11
New +$225 ﹤0.01% 1730
2022
Q3 		– Sell
-1,422
Closed -$42K – 1528
2022
Q2 		$42K Buy
1,422
+825
+138% +$28.5K ﹤0.01% 959
2022
Q1 		$24K Buy
+597
New +$23.5K ﹤0.01% 1043
2021
Q1 		– Sell
-52
Closed -$2K – 1359
2020
Q4 		$2K Buy
+52
New +$1.61K ﹤0.01% 1185
2020
Q2 		– Sell
-867
Closed -$25K – 1290
2020
Q1 		$25K Buy
+867
New +$32.1K ﹤0.01% 823
2018
Q1 		– Sell
-67
Closed -$2K – 1533
2017
Q4 		$2K Buy
67
+49
+272% +$1.81K ﹤0.01% 1440
2017
Q3 		$1K Buy
+18
New +$657 ﹤0.01% 1338

Other funds holding CUZ

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return
ACMI
AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

AssetMark Inc's CUZ Position: Q3 2026 in Review

AssetMark Inc increased its Cousins Properties (CUZ) stake by 22% in Q3 2026, buying an estimated $57.8K and bringing the position to 10,901 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

AssetMark Inc first reported a position in CUZ in Q3 2017 and has held it in 17 quarters since. 151 funds tracked by Wall St. Rank hold CUZ as of Q3 2026.

  • AssetMark Inc held 10,901 shares of Cousins Properties worth $301K as of Q3 2026.
  • AssetMark Inc bought 1,938 Cousins Properties shares in Q3 2026, an estimated $57.8K.
  • Cousins Properties made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1363 holding.
  • AssetMark Inc first reported a position in Cousins Properties in Q3 2017 and has held it in 17 quarters since.
  • 151 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.