STA
CUZ icon

Summit Trail Advisors’s Cousins Properties CUZ Stock Holding History

Summit Trail 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
Q2 		$2.21M Sell
73,580
-6,449
-8% -$169K 0.03% 550
2026
Q1 		$1.81M Buy
80,029
+52,773
+194% +$1.28M 0.03% 604
2025
Q4 		$703K Sell
27,256
-7,005
-20% -$182K 0.01% 978
2025
Q3 		$992K Buy
34,261
+11,128
+48% +$316K 0.01% 838
2025
Q2 		$695K Buy
+23,133
New +$653K 0.01% 603
2018
Q1 		– Sell
-211
Closed -$8K – 721
2017
Q4 		$8K Buy
+211
New +$7.8K ﹤0.01% 1276

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 $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's CUZ Position: Q2 2026 in Review

Summit Trail Advisors reduced its Cousins Properties (CUZ) stake by 8.1% in Q2 2026, selling an estimated $169K and leaving 73,580 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #550.

Summit Trail Advisors first reported a position in CUZ in Q4 2017 and has held it in 6 quarters since. 392 funds tracked by Wall St. Rank hold CUZ as of Q2 2026.

  • Summit Trail Advisors held 73,580 shares of Cousins Properties worth $2.21M as of Q2 2026.
  • Summit Trail Advisors sold 6,449 Cousins Properties shares in Q2 2026, an estimated $169K.
  • Cousins Properties made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #550 holding.
  • Summit Trail Advisors first reported a position in Cousins Properties in Q4 2017 and has held it in 6 quarters since.
  • 392 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.