Clearstead Advisors’s Cousins Properties CUZ Stock Holding History

Clearstead Advisors’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	$903	Sell	40 -1,763	-98%	-$42.7K	﹤0.01%	2061
2025 Q4	$46.5K	Buy	1,803 +1,150	+176%	+$29.9K	﹤0.01%	1433
2025 Q3	$18.9K	Buy	653 +103	+19%	+$2.92K	﹤0.01%	1663
2025 Q2	$16.5K	Buy	550 +507	+1,179%	+$14.3K	﹤0.01%	1701
2025 Q1	$1.27K	Buy	+43	New	+$1.29K	﹤0.01%	1960
2024 Q2	–	Sell	-153	Closed	-$3.64K	–	2039
2024 Q1	$3.64K	Hold	153	–	–	﹤0.01%	1221
2023 Q4	$3.73K	Sell	153 -13	-8%	-$266	﹤0.01%	1199
2023 Q3	$3.38K	Buy	+166	New	+$3.8K	﹤0.01%	1318
2021 Q4	–	Sell	-22	Closed	-$1K	–	1309
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	1193
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	1136
2021 Q1	$1K	Buy	+22	New	+$749	﹤0.01%	1016

Other funds holding CUZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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