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Avantax Advisory Services’s Cousins Properties CUZ Stock Holding History

Avantax Advisory Services’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 		$818K Sell
27,242
-766
-3% -$21.6K ﹤0.01% 1288
2025
Q1 		$826K Buy
28,008
+1,000
+4% +$29.9K 0.01% 1188
2024
Q4 		$828K Buy
27,008
+1,038
+4% +$31.8K 0.01% 1138
2024
Q3 		$766K Buy
25,970
+5,505
+27% +$148K 0.01% 1160
2024
Q2 		$474K Buy
+20,465
New +$471K ﹤0.01% 1401

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

Avantax Advisory Services's CUZ Position: Q2 2025 in Review

Avantax Advisory Services reduced its Cousins Properties (CUZ) stake by 2.7% in Q2 2025, selling an estimated $21.6K and leaving 27,242 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Avantax Advisory Services first reported a position in CUZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $828K in Q4 2024. 364 funds tracked by Wall St. Rank hold CUZ as of Q2 2025.

  • Avantax Advisory Services held 27,242 shares of Cousins Properties worth $818K as of Q2 2025.
  • Avantax Advisory Services sold 766 Cousins Properties shares in Q2 2025, an estimated $21.6K.
  • Cousins Properties made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1288 holding.
  • Avantax Advisory Services first reported a position in Cousins Properties in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Cousins Properties position peaked at $828K in Q4 2024.
  • 364 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.