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AE Wealth Management’s Highwoods Properties HIW Stock Holding History

AE Wealth Management’s Portfolio HIW Stock Details HIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,579
Closed -$309K – 1511
2023
Q4 		$309K Buy
+13,579
New +$270K ﹤0.01% 1687
2022
Q2 		– Sell
-30,386
Closed -$1.39M – 1769
2022
Q1 		$1.39M Buy
30,386
+12,594
+71% +$557K 0.01% 813
2021
Q4 		$793K Buy
+17,792
New +$804K 0.01% 1043

Other funds holding HIW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management's HIW Position: Q1 2024 in Review

AE Wealth Management sold out of Highwoods Properties (HIW) in Q1 2024, closing a stake of 13,579 shares — an estimated $309K sold.

AE Wealth Management first reported a position in HIW in Q4 2021 and held it in 3 quarters. The position peaked at $1.39M in Q1 2022. 295 funds tracked by Wall St. Rank hold HIW as of Q1 2024.

  • AE Wealth Management reported no remaining Highwoods Properties position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 13,579 Highwoods Properties shares in Q1 2024, an estimated $309K.
  • AE Wealth Management first reported a position in Highwoods Properties in Q4 2021 and held it in 3 quarters.
  • AE Wealth Management's Highwoods Properties position peaked at $1.39M in Q1 2022.
  • 295 funds tracked by Wall St. Rank held Highwoods Properties as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.