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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
Q2 		$588K Buy
+19,616
New +$515K ﹤0.01% 1031
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 $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
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

United Capital Financial Advisors's CUZ Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Cousins Properties (CUZ) in Q2 2026: 19,616 shares worth $588K. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in CUZ as recently as Q4 2025.

United Capital Financial Advisors first reported a position in CUZ in Q3 2014 and has held it in 15 quarters since. The position peaked at $871K in Q2 2016. 395 funds tracked by Wall St. Rank hold CUZ as of Q2 2026.

  • United Capital Financial Advisors held 19,616 shares of Cousins Properties worth $588K as of Q2 2026.
  • Cousins Properties was a new United Capital Financial Advisors position in Q2 2026.
  • Cousins Properties made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1031 holding.
  • United Capital Financial Advisors first reported a position in Cousins Properties in Q3 2014 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Cousins Properties position peaked at $871K in Q2 2016.
  • 395 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.