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Avion Wealth’s Cousins Properties CUZ Stock Holding History

Avion Wealth’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
Q4 		– Sell
-38
Closed -$1K – 1305
2025
Q3 		$1K Sell
38
-36
-49% -$1.02K ﹤0.01% 985
2025
Q2 		$2K Buy
+74
New +$2.09K ﹤0.01% 791
2023
Q4 		– Sell
-25
Closed – – 1116
2023
Q3 		$0 Hold
25
– – ﹤0.01% 865
2023
Q2 		$0 Buy
+25
New +$523 ﹤0.01% 771

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avion Wealth's CUZ Position: Q4 2025 in Review

Avion Wealth sold out of Cousins Properties (CUZ) in Q4 2025, closing a stake of 38 shares — an estimated $1K sold.

Avion Wealth first reported a position in CUZ in Q2 2023 and held it in 4 quarters. The position peaked at $2K in Q2 2025. 352 funds tracked by Wall St. Rank hold CUZ as of Q4 2025.

  • Avion Wealth reported no remaining Cousins Properties position as of Q4 2025 after selling out during the quarter.
  • Avion Wealth sold 38 Cousins Properties shares in Q4 2025, an estimated $1K.
  • Avion Wealth first reported a position in Cousins Properties in Q2 2023 and held it in 4 quarters.
  • Avion Wealth's Cousins Properties position peaked at $2K in Q2 2025.
  • 352 funds tracked by Wall St. Rank held Cousins Properties as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.