CUZ β€” COUSINS PPTYS INC

Ownership history in Vert Asset Management LLC  Β·  4 quarters on record

AI Ownership Summary

Vert Asset Management LLC reported COUSINS PPTYS INC (CUZ) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.78% in 2025 Q2. The latest visible filing shows CUZ at 0.76% 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.

What this CUZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vert Asset Management LLC's position in COUSINS PPTYS 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
2025 Q4

CUZ was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 Vert Asset Management LLC held CUZ β€” position size vs. price
% of Fund (quarterly)    CUZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 88,259 +11,149 +14.5% 0.76% $2.3M 2026-02-14 (Est.) $22.46
2025 Q3 ADDED 77,110 +6,228 +8.8% 0.75% $2.2M 2025-10-29 $25.08
2025 Q2 ADDED 70,882 +2,218 +3.2% 0.78% $2.1M 2025-07-18 $27.57
2025 Q1 INITIATED 68,664 β€” β€” 0.70% $2.0M 2025-04-14 $25.55

FAQ About Vert Asset 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 Vert Asset Management LLC reported owning CUZ?

Vert Asset Management LLC reported CUZ across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported CUZ position in Vert Asset Management LLC's portfolio?

The largest reported portfolio weight for CUZ was 0.78% in 2025 Q2.

What is the latest reported CUZ position on this page?

The most recent filing on this page is 2025 Q4, when Vert Asset Management LLC reported 88,259 shares, equal to 0.76% of portfolio, with an estimated market value of $2.3M.

What does the chart on this CUZ ownership page compare?

The chart compares Vert Asset 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.

← Back to Vert Asset Management LLC Holdings