Cetera Trust Company’s Cousins Properties CUZ Stock Holding History

Cetera Trust Company’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 Q1	$177K	Sell	7,830 -925	-11%	-$22.4K	0.1%	172
2025 Q4	$226K	Sell	8,755 -250	-3%	-$6.5K	0.12%	155
2025 Q3	$261K	Hold	9,005	–	–	0.15%	136
2025 Q2	$270K	Buy	9,005 +230	+3%	+$6.49K	0.16%	125
2025 Q1	$259K	Hold	8,775	–	–	0.17%	121
2024 Q4	$269K	Sell	8,775 -600	-6%	-$18.4K	0.17%	111
2024 Q3	$276K	Sell	9,375 -75	-0.8%	-$2.02K	0.17%	117
2024 Q2	$219K	Hold	9,450	–	–	0.14%	143
2024 Q1	$227K	Buy	9,450 +3,025	+47%	+$70.5K	0.14%	145
2023 Q4	$156K	Buy	+6,425	New	+$132K	0.1%	175

Other funds holding CUZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Cetera Trust Company's CUZ Position: Q1 2026 in Review

Cetera Trust Company reduced its Cousins Properties (CUZ) stake by 11% in Q1 2026, selling an estimated $22.4K and leaving 7,830 shares worth $177K. The position accounts for 0.1% of the portfolio, ranked #172.

Cetera Trust Company first reported a position in CUZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $276K in Q3 2024. 375 funds tracked by Wall St. Rank hold CUZ as of Q1 2026.

Cetera Trust Company held 7,830 shares of Cousins Properties worth $177K as of Q1 2026.
Cetera Trust Company sold 925 Cousins Properties shares in Q1 2026, an estimated $22.4K.
Cousins Properties made up 0.1% of Cetera Trust Company's portfolio in Q1 2026, its #172 holding.
Cetera Trust Company first reported a position in Cousins Properties in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's Cousins Properties position peaked at $276K in Q3 2024.
375 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.