Back to CUZ

Creative Planning → CUZ

Creative Planning CUZ Position History

Cousins Properties Incorporated • Real Estate

Quarters held
8
Latest value
$21M
Q3 2026
Peak value
$21M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13K
Q3 2025$2.6M
Q4 2025$4.5M
Q1 2026$5.6M
Q2 2026$165K
Q2 2026$17.1M
Q3 2026$184K
Q3 2026$21M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21M758.9K——
Q3 2026$184K6.6K——
Q2 2026$17.1M569.3K——
Q2 2026$165K5.5K——
Q1 2026$5.6M248.5K——
Q4 2025$4.5M175.2K——
Q3 2025$2.6M91.0K——
Q3 2025$13K434——

Other funds holding CUZ

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B