Pathstone Family Office’s Cousins Properties CUZ Stock Holding History

Pathstone Family Office’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
2023 Q2	–	Sell	-9,546	Closed	-$204K	–	1256
2023 Q1	$204K	Sell	9,546 -16,928	-64%	-$412K	﹤0.01%	1083
2022 Q4	$655K	Buy	26,474 +6,528	+33%	+$159K	0.01%	976
2022 Q3	$465K	Buy	+19,946	New	+$564K	﹤0.01%	1103
2022 Q2	–	Sell	-7,414	Closed	-$427K	–	1067
2022 Q1	$427K	Buy	7,414 +1,865	+34%	+$73.6K	0.01%	608
2021 Q4	$224K	Sell	5,549 -7,185	-56%	-$283K	0.01%	811
2021 Q3	$475K	Buy	+12,734	New	+$490K	0.01%	536

Other funds holding CUZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's CUZ Position: Q2 2023 in Review

Pathstone Family Office sold out of Cousins Properties (CUZ) in Q2 2023, closing a stake of 9,546 shares — an estimated $204K sold.

Pathstone Family Office first reported a position in CUZ in Q3 2021 and held it in 6 quarters. The position peaked at $655K in Q4 2022. 277 funds tracked by Wall St. Rank hold CUZ as of Q2 2023.

Pathstone Family Office reported no remaining Cousins Properties position as of Q2 2023 after selling out during the quarter.
Pathstone Family Office sold 9,546 Cousins Properties shares in Q2 2023, an estimated $204K.
Pathstone Family Office first reported a position in Cousins Properties in Q3 2021 and held it in 6 quarters.
Pathstone Family Office's Cousins Properties position peaked at $655K in Q4 2022.
277 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2023.

Based on Pathstone Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.