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United Capital Financial Advisors’s Cousins Properties CUZ Stock Holding History

United Capital Financial 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
-10,973
Closed -$283K – 1643
2025
Q4 		$283K Buy
+10,973
New +$285K ﹤0.01% 1194
2018
Q1 		– Sell
-3,069
Closed -$114K – 1313
2017
Q4 		$114K Sell
3,069
-411
-12% -$15.2K ﹤0.01% 1275
2017
Q3 		$130K Buy
+3,480
New +$127K ﹤0.01% 1266
2017
Q2 		– Sell
-10,584
Closed -$350K – 1281
2017
Q1 		$350K Sell
10,584
-5,509
-34% -$185K ﹤0.01% 1003
2016
Q4 		$548K Sell
16,093
-13,148
-45% -$415K 0.01% 913
2016
Q3 		$862K Sell
29,241
-1,619
-5% -$48.9K 0.01% 814
2016
Q2 		$871K Buy
30,860
+8,517
+38% +$253K 0.01% 776
2016
Q1 		$655K Buy
22,343
+3,990
+22% +$102K 0.01% 802
2015
Q4 		$489K Buy
18,353
+5,917
+48% +$161K 0.01% 894
2015
Q3 		$324K Buy
12,436
+5,283
+74% +$146K ﹤0.01% 1039
2015
Q2 		$210K Buy
7,153
+327
+5% +$9.41K ﹤0.01% 1171
2015
Q1 		$188K Sell
6,826
-3,372
-33% -$104K ﹤0.01% 1188
2014
Q4 		$329K Buy
10,198
+3,249
+47% +$111K ﹤0.01% 937
2014
Q3 		$234K Buy
+6,949
New +$247K ﹤0.01% 993

Other funds holding CUZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
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

United Capital Financial Advisors's CUZ Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Cousins Properties (CUZ) in Q1 2026, closing a stake of 10,973 shares — an estimated $283K sold.

United Capital Financial Advisors first reported a position in CUZ in Q3 2014 and held it in 14 quarters. The position peaked at $871K in Q2 2016. 375 funds tracked by Wall St. Rank hold CUZ as of Q1 2026.

  • United Capital Financial Advisors reported no remaining Cousins Properties position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,973 Cousins Properties shares in Q1 2026, an estimated $283K.
  • United Capital Financial Advisors first reported a position in Cousins Properties in Q3 2014 and held it in 14 quarters.
  • United Capital Financial Advisors's Cousins Properties position peaked at $871K in Q2 2016.
  • 375 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.