Everhart Financial Group, Inc. HIW HIGHWOODS PPTYS INC

Ownership history in Everhart Financial Group, Inc.  ·  6 quarters on record

AI Ownership Summary

Everhart Financial Group, Inc. reported HIGHWOODS PPTYS INC (HIW) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q3. The latest visible filing shows HIW at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HIW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Everhart Financial Group, Inc.'s position in HIGHWOODS PPTYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HIW was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Everhart Financial Group, Inc. held HIW — position size vs. price
% of Fund (quarterly)    HIW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 9,750 -10,102 -50.9% 0.02% $294K 2026-07-09 $31.55
2025 Q3 ADDED 19,852 +1,250 +6.7% 0.06% $632K 2025-11-04 $26.84
2025 Q2 ADDED 18,602 +1,950 +11.7% 0.07% $578K 2025-08-07 $26.63
2025 Q1 ADDED 16,652 +4,933 +42.1% 0.07% $494K 2025-04-16 $24.88
2024 Q4 ADDED 11,719 +660 +6.0% 0.07% $358K 2025-01-30 $26.48
2024 Q3 INITIATED 11,059 0.08% $371K 2024-11-04 $29.14

FAQ About Everhart Financial Group, Inc. and HIW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Everhart Financial Group, Inc. reported owning HIW?

Everhart Financial Group, Inc. reported HIW across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported HIW position in Everhart Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for HIW was 0.08% in 2024 Q3.

What is the latest reported HIW position on this page?

The most recent filing on this page is 2026 Q2, when Everhart Financial Group, Inc. reported 9,750 shares, equal to 0.02% of portfolio, with an estimated market value of $294K.

What does the chart on this HIW ownership page compare?

The chart compares Everhart Financial Group, Inc.'s quarterly HIW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Everhart Financial Group, Inc. time their HIW position?

Based on 13F filing dates vs. subsequent HIW price moves, Everhart Financial Group, Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on HIW relative to SPY over the holding period was -23.2%.

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