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Montag & Associates’s Cousins Properties CUZ Stock Holding History

Montag & Associates’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 		$26.3K Hold
1,167
– – ﹤0.01% 656
2025
Q4 		$30.1K Hold
1,167
– – ﹤0.01% 653
2025
Q3 		$33.8K Hold
1,167
– – ﹤0.01% 639
2025
Q2 		$35K Hold
1,167
– – ﹤0.01% 628
2025
Q1 		$34.4K Sell
1,167
-1
-0.1% -$30 ﹤0.01% 662
2024
Q4 		$35.8K Hold
1,168
– – ﹤0.01% 653
2024
Q3 		$34.4K Hold
1,168
– – ﹤0.01% 661
2024
Q2 		$27K Hold
1,168
– – ﹤0.01% 678
2024
Q1 		$28.1K Hold
1,168
– – ﹤0.01% 665
2023
Q4 		$28.4K Hold
1,168
– – ﹤0.01% 660
2023
Q3 		$23.8K Hold
1,168
– – ﹤0.01% 651
2023
Q2 		$26.6K Hold
1,168
– – ﹤0.01% 648
2023
Q1 		$25K Hold
1,168
– – ﹤0.01% 645
2022
Q4 		$29.5K Hold
1,168
– – ﹤0.01% 619
2022
Q3 		$27K Hold
1,168
– – ﹤0.01% 624
2022
Q2 		$34K Hold
1,168
– – ﹤0.01% 584
2022
Q1 		$47K Hold
1,168
– – ﹤0.01% 570
2021
Q4 		$47K Hold
1,168
– – ﹤0.01% 577
2021
Q3 		$44K Hold
1,168
– – ﹤0.01% 581
2021
Q2 		$43K Hold
1,168
– – ﹤0.01% 569
2021
Q1 		$41K Hold
1,168
– – ﹤0.01% 583
2020
Q4 		$39K Buy
+1,168
New +$36.1K ﹤0.01% 568
2014
Q4 		– Sell
-14,195
Closed -$479K – 245
2014
Q3 		$479K Hold
14,195
– – 0.08% 175
2014
Q2 		$499K Buy
14,195
+188
+1% +$6.3K 0.08% 179
2014
Q1 		$454K Hold
14,007
– – 0.08% 169
2013
Q4 		$407K Hold
14,007
– – 0.07% 171
2013
Q3 		$407K Hold
14,007
– – 0.08% 163
2013
Q2 		$399K Buy
+14,007
New +$414K 0.08% 157

Other funds holding CUZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
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
Citadel Advisors Miami, Florida $618B 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 $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Montag & Associates's CUZ Position: Q1 2026 in Review

Montag & Associates held its Cousins Properties (CUZ) position steady in Q1 2026 at 1,167 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Montag & Associates first reported a position in CUZ in Q2 2013 and has held it in 28 quarters since. The position peaked at $499K in Q2 2014. 375 funds tracked by Wall St. Rank hold CUZ as of Q1 2026.

  • Montag & Associates held 1,167 shares of Cousins Properties worth $26.3K as of Q1 2026.
  • Montag & Associates left its Cousins Properties share count unchanged in Q1 2026.
  • Cousins Properties made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #656 holding.
  • Montag & Associates first reported a position in Cousins Properties in Q2 2013 and has held it in 28 quarters since.
  • Montag & Associates's Cousins Properties position peaked at $499K in Q2 2014.
  • 375 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.