CT
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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 $5.7T 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 $653B AUM 32.41% 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 $34.6B 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