Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Highwoods Properties HIW Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$191K Sell
8,911
-2,111
-19% -$50.7K ﹤0.01% 2775
2025
Q4 		$285K Buy
11,022
+954
+9% +$26.9K ﹤0.01% 2292
2025
Q3 		$320K Buy
10,068
+1,931
+24% +$59.1K ﹤0.01% 2076
2025
Q2 		$253K Buy
8,137
+210
+3% +$6.18K ﹤0.01% 1981
2025
Q1 		$235K Sell
7,927
-242
-3% -$7.06K ﹤0.01% 1818
2024
Q4 		$250K Sell
8,169
-472
-5% -$15.4K ﹤0.01% 1699
2024
Q3 		$290K Buy
8,641
+624
+8% +$19.1K ﹤0.01% 1555
2024
Q2 		$211K Sell
8,017
-129
-2% -$3.31K ﹤0.01% 1562
2024
Q1 		$213K Buy
8,146
+892
+12% +$21.1K ﹤0.01% 1494
2023
Q4 		$167K Buy
7,254
+1,263
+21% +$25.2K ﹤0.01% 1498
2023
Q3 		$123K Sell
5,991
-120
-2% -$2.85K ﹤0.01% 1521
2023
Q2 		$146K Buy
6,111
+1,743
+40% +$38.6K ﹤0.01% 1381
2023
Q1 		$101K Buy
4,368
+3,320
+317% +$89.4K ﹤0.01% 1488
2022
Q4 		$29K Buy
1,048
+153
+17% +$4.25K ﹤0.01% 2108
2022
Q3 		$24K Buy
895
+847
+1,765% +$27.4K ﹤0.01% 2112
2022
Q2 		$2K Sell
48
-460
-91% -$18.1K ﹤0.01% 3346
2022
Q1 		$23K Buy
508
+404
+388% +$17.9K ﹤0.01% 1991
2021
Q4 		$5K Buy
+104
New +$4.7K ﹤0.01% 2722
2021
Q2 		$1K Hold
13
– – ﹤0.01% 2800
2021
Q1 		$1K Hold
13
– – ﹤0.01% 2800
2020
Q4 		$1K Hold
13
– – ﹤0.01% 2800
2020
Q3 		$1K Hold
13
– – ﹤0.01% 2799
2020
Q2 		$1K Hold
13
– – ﹤0.01% 2799
2020
Q1 		$1K Hold
13
– – ﹤0.01% 2798
2019
Q4 		$1K Hold
13
– – ﹤0.01% 2798
2019
Q3 		$1K Hold
13
– – ﹤0.01% 2798
2019
Q2 		$1K Hold
13
– – ﹤0.01% 2798
2019
Q1 		$1K Buy
+13
New +$580 ﹤0.01% 2797
2018
Q1 		– Sell
-114
Closed -$6K – 1462
2017
Q4 		$6K Sell
114
-4
-3% -$206 ﹤0.01% 1030
2017
Q3 		$6K Buy
+118
New +$6.03K ﹤0.01% 1029

Other funds holding HIW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HIW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Highwoods Properties (HIW) stake by 19% in Q1 2026, selling an estimated $50.7K and leaving 8,911 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

Carson Wealth (CWM LLC) first reported a position in HIW in Q3 2017 and has held it in 30 quarters since. The position peaked at $320K in Q3 2025. 341 funds tracked by Wall St. Rank hold HIW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,911 shares of Highwoods Properties worth $191K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,111 Highwoods Properties shares in Q1 2026, an estimated $50.7K.
  • Highwoods Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2775 holding.
  • Carson Wealth (CWM LLC) first reported a position in Highwoods Properties in Q3 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Highwoods Properties position peaked at $320K in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Highwoods Properties as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.