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Private Wealth Asset Management’s Cousins Properties CUZ Stock Holding History

Private Wealth Asset Management’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
-159
Closed -$4.1K – 978
2025
Q4 		$4.1K Hold
159
– – ﹤0.01% 780
2025
Q3 		$4.6K Hold
159
– – ﹤0.01% 756
2025
Q2 		$4.78K Buy
159
+150
+1,667% +$4.23K ﹤0.01% 770
2025
Q1 		$266 Buy
+9
New +$269 ﹤0.01% 1048

Other funds holding CUZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Private Wealth Asset Management's CUZ Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Cousins Properties (CUZ) in Q1 2026, closing a stake of 159 shares — an estimated $4.1K sold.

Private Wealth Asset Management first reported a position in CUZ in Q1 2025 and held it in 4 quarters. The position peaked at $4.78K in Q2 2025. 376 funds tracked by Wall St. Rank hold CUZ as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Cousins Properties position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 159 Cousins Properties shares in Q1 2026, an estimated $4.1K.
  • Private Wealth Asset Management first reported a position in Cousins Properties in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Cousins Properties position peaked at $4.78K in Q2 2025.
  • 376 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.