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Everhart Financial Group’s Highwoods Properties HIW Stock Holding History

Everhart Financial Group’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
Q3 		$345K Buy
11,881
+2,131
+22% +$67.2K 0.02% 352
2026
Q2 		$294K Buy
+9,750
New +$252K 0.02% 372
2025
Q4 		– Sell
-19,852
Closed -$632K – 429
2025
Q3 		$632K Buy
19,852
+1,250
+7% +$38.3K 0.06% 219
2025
Q2 		$578K Buy
18,602
+1,950
+12% +$57.4K 0.07% 208
2025
Q1 		$494K Buy
16,652
+4,933
+42% +$144K 0.07% 208
2024
Q4 		$358K Buy
11,719
+660
+6% +$21.5K 0.07% 239
2024
Q3 		$371K Buy
+11,059
New +$338K 0.08% 231

Other funds holding HIW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Everhart Financial Group's HIW Position: Q3 2026 in Review

Everhart Financial Group increased its Highwoods Properties (HIW) stake by 22% in Q3 2026, buying an estimated $67.2K and bringing the position to 11,881 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #352.

Everhart Financial Group first reported a position in HIW in Q3 2024 and has held it in 7 quarters since. The position peaked at $632K in Q3 2025. 17 funds tracked by Wall St. Rank hold HIW as of Q3 2026.

  • Everhart Financial Group held 11,881 shares of Highwoods Properties worth $345K as of Q3 2026.
  • Everhart Financial Group bought 2,131 Highwoods Properties shares in Q3 2026, an estimated $67.2K.
  • Highwoods Properties made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #352 holding.
  • Everhart Financial Group first reported a position in Highwoods Properties in Q3 2024 and has held it in 7 quarters since.
  • Everhart Financial Group's Highwoods Properties position peaked at $632K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Highwoods Properties as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.