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Venturi Wealth Management’s Highwoods Properties HIW Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-4,111
Closed -$126K – 1127
2024
Q4 		$126K Buy
4,111
+851
+26% +$27.7K 0.01% 681
2024
Q3 		$109K Buy
3,260
+1,167
+56% +$35.7K 0.01% 537
2024
Q2 		$55K Buy
2,093
+1,130
+117% +$28.9K ﹤0.01% 640
2024
Q1 		$25.2K Buy
963
+311
+48% +$7.37K ﹤0.01% 670
2023
Q4 		$15K Buy
+652
New +$13K ﹤0.01% 777

Other funds holding HIW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's HIW Position: Q1 2025 in Review

Venturi Wealth Management sold out of Highwoods Properties (HIW) in Q1 2025, closing a stake of 4,111 shares — an estimated $126K sold.

Venturi Wealth Management first reported a position in HIW in Q4 2023 and held it in 5 quarters. The position peaked at $126K in Q4 2024. 337 funds tracked by Wall St. Rank hold HIW as of Q1 2025.

  • Venturi Wealth Management reported no remaining Highwoods Properties position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 4,111 Highwoods Properties shares in Q1 2025, an estimated $126K.
  • Venturi Wealth Management first reported a position in Highwoods Properties in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Highwoods Properties position peaked at $126K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Highwoods Properties as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.