 |
|
|
This page summarizes the HIW holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether HIW is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing HIW Share Count |
|---|
| Sumitomo Mitsui Trust Holdings Inc. |
124,710 |
430,975 |
+306,265 |
+245.58% |
| Raymond James & Associates |
13,731 |
33,837 |
+20,106 |
+146.43% |
| Lindbrook Capital LLC |
260 |
497 |
+237 |
+91.15% |
| Massmutual Trust Co. FSB ADV |
176 |
308 |
+132 |
+75.00% |
| GAMMA Investing LLC |
2,306 |
3,766 |
+1,460 |
+63.31% |
| Venturi Wealth Management LLC |
652 |
963 |
+311 |
+47.70% |
| Natixis Advisors L.P. |
23,387 |
32,088 |
+8,701 |
+37.20% |
| Farmers & Merchants Investments Inc. |
46 |
61 |
+15 |
+32.61% |
| Oak Thistle LLC |
10,689 |
13,701 |
+3,012 |
+28.18% |
| Bank of New York Mellon Corp |
978,781 |
1,171,257 |
+192,476 |
+19.66% |
| Salem Investment Counselors Inc. |
6,306 |
7,156 |
+850 |
+13.48% |
| Global Retirement Partners LLC |
491 |
557 |
+66 |
+13.44% |
| Quent Capital LLC |
4,721 |
5,304 |
+583 |
+12.35% |
| Presima Inc. |
46,336 |
52,036 |
+5,700 |
+12.30% |
| CWM LLC |
7,254 |
8,146 |
+892 |
+12.30% |
| Amalgamated Bank |
44,889 |
49,931 |
+5,042 |
+11.23% |
| Mirae Asset Global Investments Co. Ltd. |
305,728 |
339,447 |
+33,719 |
+11.03% |
| Parkside Financial Bank & Trust |
225 |
249 |
+24 |
+10.67% |
| Commonwealth Equity Services LLC |
20,929 |
22,844 |
+1,915 |
+9.15% |
| Valley National Advisers Inc. |
180 |
195 |
+15 |
+8.33% |
| Arden Trust Co |
16,851 |
17,863 |
+1,012 |
+6.01% |
| Park Avenue Securities LLC |
8,839 |
9,274 |
+435 |
+4.92% |
| CORDA Investment Management LLC. |
832,181 |
868,682 |
+36,501 |
+4.39% |
| Fifth Third Bancorp |
9,981 |
10,390 |
+409 |
+4.10% |
| California Public Employees Retirement System |
189,885 |
197,675 |
+7,790 |
+4.10% |
| NBC Securities Inc. |
4,366 |
4,534 |
+168 |
+3.85% |
| Carmichael Hill & Associates Inc. |
814 |
831 |
+17 |
+2.09% |
| BOK Financial Private Wealth Inc. |
164 |
167 |
+3 |
+1.83% |
| Nisa Investment Advisors LLC |
50,414 |
51,124 |
+710 |
+1.41% |
| Pasadena Private Wealth LLC |
23,922 |
24,260 |
+338 |
+1.41% |
| Allworth Financial LP |
751 |
761 |
+10 |
+1.33% |
| Congress Asset Management Co. MA |
131,015 |
132,268 |
+1,253 |
+0.96% |
| Principal Financial Group Inc. |
544,422 |
545,426 |
+1,004 |
+0.18% |
| Janney Montgomery Scott LLC |
12,094 |
12,103 |
+9 |
+0.07% |
| 13F Filers Reporting New Positions In HIW |
|---|
| New Mexico Educational Retirement Board |
0 |
21,535 |
+21,535 |
+100% |
| Benjamin F. Edwards & Company Inc. |
0 |
99 |
+99 |
+100% |
| Riverview Trust Co |
0 |
1,297 |
+1,297 |
+100% |
| BTC Capital Management Inc. |
0 |
10,288 |
+10,288 |
+100% |
| Wealth Enhancement Advisory Services LLC |
0 |
7,872 |
+7,872 |
+100% |
| MV Capital Management Inc. |
0 |
2 |
+2 |
+100% |
| PSI Advisors LLC |
0 |
391 |
+391 |
+100% |
| Andrew Hill Investment Advisors Inc. |
0 |
92,417 |
+92,417 |
+100% |
| Register Financial Advisors LLC |
0 |
100 |
+100 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
475 |
475 |
UNCH |
0.00% |
| New York State Teachers Retirement System |
170,153 |
170,153 |
UNCH |
0.00% |
| Creative Financial Designs Inc. ADV |
505 |
505 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
51,007 |
51,007 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
10,825 |
10,825 |
UNCH |
0.00% |
| Private Trust Co. NA |
73 |
73 |
UNCH |
0.00% |
| Pensionfund DSM Netherlands |
24,802 |
24,802 |
UNCH |
0.00% |
| Pacific Heights Asset Management LLC |
150,000 |
150,000 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
36 |
36 |
UNCH |
0.00% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
16,359 |
16,359 |
UNCH |
0.00% |
| Gradient Investments LLC |
17 |
17 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
578 |
578 |
UNCH |
0.00% |
| Pensionfund Sabic |
9,698 |
9,698 |
UNCH |
0.00% |
| Harbor Advisors LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
248 |
248 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
1,118 |
1,118 |
UNCH |
0.00% |
| Versant Capital Management Inc |
859 |
859 |
UNCH |
0.00% |
| Salomon & Ludwin LLC |
144 |
144 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
107 |
107 |
UNCH |
0.00% |
| First Pacific Financial |
1,000 |
1,000 |
UNCH |
0.00% |
| Spire Wealth Management |
69 |
69 |
UNCH |
0.00% |
| Red Tortoise LLC |
134 |
134 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
220 |
220 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
79 |
79 |
UNCH |
0.00% |
| 13F Filers Decreasing HIW Share Count |
|---|
| Denali Advisors LLC |
861 |
37 |
-824 |
-95.70% |
| BNP Paribas Arbitrage SA |
43,661 |
8,499 |
-35,162 |
-80.53% |
| Ronald Blue Trust Inc. |
345 |
99 |
-246 |
-71.30% |
| Allspring Global Investments Holdings LLC |
808 |
258 |
-550 |
-68.07% |
| UMB Bank N A MO |
67,926 |
51,072 |
-16,854 |
-24.81% |
| Mutual of America Capital Management LLC |
110,774 |
90,956 |
-19,818 |
-17.89% |
| Proequities Inc. |
227 |
207 |
-20 |
-8.81% |
| Yousif Capital Management LLC |
52,379 |
47,866 |
-4,513 |
-8.62% |
| Zurcher Kantonalbank Zurich Cantonalbank |
40,989 |
39,109 |
-1,880 |
-4.59% |
| Albert D Mason Inc. |
8,990 |
8,726 |
-264 |
-2.94% |
| Daiwa Securities Group Inc. |
2,328,382 |
2,287,432 |
-40,950 |
-1.76% |
| Asset Management One Co. Ltd. |
172,410 |
169,441 |
-2,969 |
-1.72% |
| Kovack Advisors Inc. |
14,781 |
14,576 |
-205 |
-1.39% |
| Louisiana State Employees Retirement System |
52,900 |
52,400 |
-500 |
-0.95% |
| Maryland State Retirement & Pension System |
46,313 |
45,991 |
-322 |
-0.70% |
| State of Alaska Department of Revenue |
172,723 |
172,412 |
-311 |
-0.18% |
| Van ECK Associates Corp |
16,853 |
16,828 |
-25 |
-0.15% |
| DekaBank Deutsche Girozentrale |
120,419 |
120,380 |
-39 |
-0.03% |
| 13F Filers Exiting HIW |
|---|
| Planned Solutions Inc. |
1,665 |
0 |
-1,665 |
-100.00% |
| International Assets Investment Management LLC |
1,355 |
0 |
-1,355 |
-100.00% |
| South Dakota Investment Council |
44,175 |
0 |
-44,175 |
-100.00% |
| Nordea Investment Management AB |
87,137 |
0 |
-87,137 |
-100.00% |
See Summary: Institutional Holders of HIW
See Details: Top 10 Hedge Funds Holding HIW
Also See: HIW Insider Buying
|
|
