Physician Wealth Advisors’s Cousins Properties CUZ Stock Holding History

Physician Wealth 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
2026 Q1	–	Sell	-145	Closed	-$3.74K	–	2104
2025 Q4	$3.74K	Buy	145 +62	+75%	+$1.61K	﹤0.01%	1073
2025 Q3	$2.4K	Buy	+83	New	+$2.36K	﹤0.01%	1139

Other funds holding CUZ

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Physician Wealth Advisors's CUZ Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Cousins Properties (CUZ) in Q1 2026, closing a stake of 145 shares — an estimated $3.74K sold.

Physician Wealth Advisors first reported a position in CUZ in Q3 2025 and held it in 2 quarters. The position peaked at $3.74K in Q4 2025. 375 funds tracked by Wall St. Rank hold CUZ as of Q1 2026.

Physician Wealth Advisors reported no remaining Cousins Properties position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 145 Cousins Properties shares in Q1 2026, an estimated $3.74K.
Physician Wealth Advisors first reported a position in Cousins Properties in Q3 2025 and held it in 2 quarters.
Physician Wealth Advisors's Cousins Properties position peaked at $3.74K in Q4 2025.
375 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.