Creative Planning
CUZ icon

Creative Planning’s Cousins Properties CUZ Stock Holding History

Creative Planning’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
Q2 		$17.2M Buy
574,773
+326,246
+131% +$8.56M 0.01% 573
2026
Q1 		$5.61M Buy
248,527
+73,322
+42% +$1.78M ﹤0.01% 1105
2025
Q4 		$4.52M Buy
175,205
+83,732
+92% +$2.18M ﹤0.01% 1077
2025
Q3 		$2.65M Buy
91,473
+44,240
+94% +$1.26M ﹤0.01% 1321
2025
Q2 		$1.42M Buy
47,233
+9,379
+25% +$265K ﹤0.01% 1583
2025
Q1 		$1.12M Buy
37,854
+4,785
+14% +$143K ﹤0.01% 1635
2024
Q4 		$1.01M Buy
33,069
+3,753
+13% +$115K ﹤0.01% 1635
2024
Q3 		$864K Buy
29,316
+7,788
+36% +$210K ﹤0.01% 1630
2024
Q2 		$498K Buy
21,528
+1,575
+8% +$36.2K ﹤0.01% 1944
2024
Q1 		$480K Buy
19,953
+2,473
+14% +$57.7K ﹤0.01% 1879
2023
Q4 		$426K Sell
17,480
-4,492
-20% -$92K ﹤0.01% 1816
2023
Q3 		$448K Sell
21,972
-1,167
-5% -$26.7K ﹤0.01% 1633
2023
Q2 		$528K Buy
23,139
+1,745
+8% +$36.5K ﹤0.01% 1511
2023
Q1 		$457K Buy
21,394
+7,398
+53% +$180K ﹤0.01% 1521
2022
Q4 		$354K Buy
+13,996
New +$342K ﹤0.01% 1617
2022
Q2 		– Sell
-89
Closed -$4K – 2331
2022
Q1 		$4K Buy
+89
New +$3.51K ﹤0.01% 2255
2020
Q1 		– Sell
-4,855
Closed -$200K – 1909
2019
Q4 		$200K Buy
+4,855
New +$191K ﹤0.01% 1637
2017
Q3 		– Sell
-1,562
Closed -$55K – 2272
2017
Q2 		$55K Hold
1,562
– – ﹤0.01% 2443
2017
Q1 		$52K Buy
1,562
+1,125
+257% +$37.8K ﹤0.01% 2442
2016
Q4 		$15K Buy
437
+309
+241% +$9.75K ﹤0.01% 3262
2016
Q3 		$4K Buy
+128
New +$3.87K ﹤0.01% 3960
2015
Q4 		– Sell
-42
Closed -$1K – 4426
2015
Q3 		$1K Buy
+42
New +$1.16K ﹤0.01% 4075

Other funds holding CUZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CUZ Position: Q2 2026 in Review

Creative Planning increased its Cousins Properties (CUZ) stake by 131% in Q2 2026, buying an estimated $8.56M and bringing the position to 574,773 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #573.

Creative Planning first reported a position in CUZ in Q3 2015 and has held it in 22 quarters since. 392 funds tracked by Wall St. Rank hold CUZ as of Q2 2026.

  • Creative Planning held 574,773 shares of Cousins Properties worth $17.2M as of Q2 2026.
  • Creative Planning bought 326,246 Cousins Properties shares in Q2 2026, an estimated $8.56M.
  • Cousins Properties made up 0.01% of Creative Planning's portfolio in Q2 2026, its #573 holding.
  • Creative Planning first reported a position in Cousins Properties in Q3 2015 and has held it in 22 quarters since.
  • 392 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.