CORDA Investment Management, LLC. CUZ COUSINS PROPERTIES INC

Ownership history in CORDA Investment Management, LLC.  ·  21 quarters on record

AI Ownership Summary

CORDA Investment Management, LLC. reported COUSINS PROPERTIES INC (CUZ) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.38% in 2024 Q4. The latest visible filing shows CUZ at 1.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CUZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CORDA Investment Management, LLC.'s position in COUSINS PROPERTIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CUZ was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.38% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CORDA Investment Management, LLC. held CUZ — position size vs. price
% of Fund (quarterly)    CUZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,029,285 +26,709 +2.7% 1.61% $23.2M 2026-05-04 $25.48
2025 Q4 ADDED 1,002,576 +4,043 +0.4% 1.88% $25.8M 2026-02-03 $25.04
2025 Q3 ADDED 998,533 +4,094 +0.4% 2.03% $28.9M 2025-10-24 $25.91
2025 Q2 ADDED 994,439 +17,293 +1.8% 2.20% $29.9M 2025-07-30 $26.20
2025 Q1 ADDED 977,146 +4,361 +0.4% 2.29% $28.8M 2025-04-30 $26.23
2024 Q4 REDUCED 972,785 -6,917 -0.7% 2.38% $29.8M 2025-02-05 $28.40
2024 Q3 REDUCED 979,702 -19,700 -2.0% 2.25% $28.9M 2024-10-30 $28.96
2024 Q2 ADDED 999,402 +2,961 +0.3% 1.88% $23.1M 2024-07-30 $25.08
2024 Q1 ADDED 996,441 +3,178 +0.3% 1.91% $24.0M 2024-04-30 $20.86
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CORDA Investment Management, LLC. and CUZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has CORDA Investment Management, LLC. reported owning CUZ?

CORDA Investment Management, LLC. reported CUZ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CUZ position in CORDA Investment Management, LLC.'s portfolio?

The largest reported portfolio weight for CUZ was 2.38% in 2024 Q4.

What is the latest reported CUZ position on this page?

The most recent filing on this page is 2026 Q1, when CORDA Investment Management, LLC. reported 1,029,285 shares, equal to 1.61% of portfolio, with an estimated market value of $23.2M.

What does the chart on this CUZ ownership page compare?

The chart compares CORDA Investment Management, LLC.'s quarterly CUZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CORDA Investment Management, LLC. time their CUZ position?

Based on 13F filing dates vs. subsequent CUZ price moves, CORDA Investment Management, LLC. correctly timed 10 out of 20 reported position changes (50%). The annualised alpha on CUZ relative to SPY over the holding period was -13.6%.

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