VWM
CUZ icon

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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

Venturi Wealth Management's CUZ Position: Q1 2025 in Review

Venturi Wealth Management sold out of Cousins Properties (CUZ) in Q1 2025, closing a stake of 2,340 shares — an estimated $71.7K sold.

Venturi Wealth Management first reported a position in CUZ in Q3 2023 and held it in 6 quarters. The position peaked at $71.7K in Q4 2024. 373 funds tracked by Wall St. Rank hold CUZ as of Q1 2025.

  • Venturi Wealth Management reported no remaining Cousins Properties position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,340 Cousins Properties shares in Q1 2025, an estimated $71.7K.
  • Venturi Wealth Management first reported a position in Cousins Properties in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Cousins Properties position peaked at $71.7K in Q4 2024.
  • 373 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.