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Caldwell Trust’s Highwoods Properties HIW Stock Holding History

Caldwell Trust’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
-200
Closed -$4.59K – 721
2023
Q4 		$4.59K Hold
200
– – ﹤0.01% 654
2023
Q3 		$4.12K Hold
200
– – ﹤0.01% 656
2023
Q2 		$4.78K Hold
200
– – ﹤0.01% 671
2023
Q1 		$4.64K Hold
200
– – ﹤0.01% 668
2022
Q4 		$5.6K Hold
200
– – ﹤0.01% 649
2022
Q3 		$5.39K Hold
200
– – ﹤0.01% 649
2022
Q2 		$6.84K Buy
+200
New +$7.89K ﹤0.01% 660

Other funds holding HIW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.18B AUM 26.04% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caldwell Trust's HIW Position: Q1 2024 in Review

Caldwell Trust sold out of Highwoods Properties (HIW) in Q1 2024, closing a stake of 200 shares — an estimated $4.59K sold.

Caldwell Trust first reported a position in HIW in Q2 2022 and held it in 7 quarters. The position peaked at $6.84K in Q2 2022. 295 funds tracked by Wall St. Rank hold HIW as of Q1 2024.

  • Caldwell Trust reported no remaining Highwoods Properties position as of Q1 2024 after selling out during the quarter.
  • Caldwell Trust sold 200 Highwoods Properties shares in Q1 2024, an estimated $4.59K.
  • Caldwell Trust first reported a position in Highwoods Properties in Q2 2022 and held it in 7 quarters.
  • Caldwell Trust's Highwoods Properties position peaked at $6.84K in Q2 2022.
  • 295 funds tracked by Wall St. Rank held Highwoods Properties as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.