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Elevation Wealth Partners’s Cousins Properties CUZ Stock Holding History

Elevation Wealth Partners’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
Q3 		$69.2K Buy
2,503
+930
+59% +$27.7K 0.02% 285
2026
Q2 		$47.2K Buy
1,573
+755
+92% +$19.8K 0.01% 315
2026
Q1 		$18.5K Buy
818
+781
+2,111% +$18.9K 0.01% 396
2025
Q4 		$954 Buy
37
+21
+131% +$546 ﹤0.01% 868
2025
Q3 		$464 Buy
+16
New +$454 ﹤0.01% 821
2024
Q2 		– Sell
-230
Closed -$5.53K – 518
2024
Q1 		$5.53K Hold
230
– – ﹤0.01% 388
2023
Q4 		$4.69K Buy
+230
New +$4.71K ﹤0.01% 373

Other funds holding CUZ

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Elevation Wealth Partners's CUZ Position: Q3 2026 in Review

Elevation Wealth Partners increased its Cousins Properties (CUZ) stake by 59% in Q3 2026, buying an estimated $27.7K and bringing the position to 2,503 shares worth $69.2K. The position accounts for 0.02% of the portfolio, ranked #285.

Elevation Wealth Partners first reported a position in CUZ in Q4 2023 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold CUZ as of Q3 2026.

  • Elevation Wealth Partners held 2,503 shares of Cousins Properties worth $69.2K as of Q3 2026.
  • Elevation Wealth Partners bought 930 Cousins Properties shares in Q3 2026, an estimated $27.7K.
  • Cousins Properties made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #285 holding.
  • Elevation Wealth Partners first reported a position in Cousins Properties in Q4 2023 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.