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Transatlantique Private Wealth’s Cousins Properties CUZ Stock Holding History

Transatlantique Private Wealth’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
Q2 		– Sell
-10,782
Closed -$318K – 217
2025
Q1 		$318K Sell
10,782
-3,460
-24% -$104K 0.13% 181
2024
Q4 		$436K Hold
14,242
– – 0.17% 161
2024
Q3 		$420K Sell
14,242
-1,779
-11% -$47.9K 0.16% 162
2024
Q2 		$371K Sell
16,021
-5,515
-26% -$127K 0.15% 163
2024
Q1 		$518K Hold
21,536
– – 0.23% 145
2023
Q4 		$524K Buy
+21,536
New +$441K 0.24% 138

Other funds holding CUZ

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BlackRock
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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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return