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Mount Yale Investment Advisors’s Cousins Properties CUZ Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-243
Closed -$7.3K – 875
2025
Q2 		$7.3K Buy
+243
New +$6.86K ﹤0.01% 1184

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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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Mount Yale Investment Advisors's CUZ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Cousins Properties (CUZ) in Q3 2025, closing a stake of 243 shares — an estimated $7.3K sold.

Mount Yale Investment Advisors first reported a position in CUZ in Q2 2025 and held it in 1 quarter. The position peaked at $7.3K in Q2 2025. 359 funds tracked by Wall St. Rank hold CUZ as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Cousins Properties position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 243 Cousins Properties shares in Q3 2025, an estimated $7.3K.
  • Mount Yale Investment Advisors first reported a position in Cousins Properties in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Cousins Properties position peaked at $7.3K in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.