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Root Financial Partners’s Highwoods Properties HIW Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-92
Closed -$1.97K – 1617
2026
Q1 		$1.97K Buy
92
+29
+46% +$697 ﹤0.01% 2325
2025
Q4 		$1.64K Buy
63
+49
+350% +$1.38K ﹤0.01% 2024
2025
Q3 		$448 Buy
+14
New +$429 ﹤0.01% 2158

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Massachusetts Financial Services
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Vanguard Capital Management
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T. Rowe Price Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Root Financial Partners's HIW Position: Q2 2026 in Review

Root Financial Partners sold out of Highwoods Properties (HIW) in Q2 2026, closing a stake of 92 shares — an estimated $1.97K sold.

Root Financial Partners first reported a position in HIW in Q3 2025 and held it in 3 quarters. The position peaked at $1.97K in Q1 2026. 369 funds tracked by Wall St. Rank hold HIW as of Q2 2026.

  • Root Financial Partners reported no remaining Highwoods Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 92 Highwoods Properties shares in Q2 2026, an estimated $1.97K.
  • Root Financial Partners first reported a position in Highwoods Properties in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Highwoods Properties position peaked at $1.97K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held Highwoods Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.