VWM
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Venturi Wealth Management’s Cousins Properties CUZ Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-2,340
Closed -$71.7K – 854
2024
Q4 		$71.7K Buy
2,340
+17
+0.7% +$522 ﹤0.01% 899
2024
Q3 		$68.5K Buy
2,323
+288
+14% +$7.76K ﹤0.01% 672
2024
Q2 		$47.1K Buy
2,035
+1,114
+121% +$25.6K ﹤0.01% 687
2024
Q1 		$22.1K Buy
921
+422
+85% +$9.84K ﹤0.01% 712
2023
Q4 		$12.2K Buy
499
+166
+50% +$3.4K ﹤0.01% 830
2023
Q3 		$6.78K Buy
+333
New +$7.63K ﹤0.01% 890

Other funds holding CUZ

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return