HIW β€” HIGHWOODS PROPERTIES, INC.

Ownership history in Summit Financial, LLC  Β·  4 quarters on record

AI Ownership Summary

Summit Financial, LLC reported HIGHWOODS PROPERTIES, INC. (HIW) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows HIW at 0.00% 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 Summit Financial, LLC's position in HIGHWOODS PROPERTIES, 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
2025 Q3

HIW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Summit Financial, LLC held HIW β€” position size vs. price
% of Fund (quarterly)    HIW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,776 +83 +1.1% 0.00% $247K 2025-11-14 $28.02
2025 Q2 ADDED 7,693 +215 +2.9% 0.01% $239K 2025-08-13 $28.07
2025 Q1 REDUCED 7,478 -32 -0.4% 0.01% $222K 2025-05-14 $27.79
2024 Q4 INITIATED 7,510 β€” β€” 0.01% $230K 2025-02-12 $26.03

FAQ About Summit Financial, LLC and HIW

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

How long has Summit Financial, LLC reported owning HIW?

Summit Financial, LLC reported HIW across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported HIW position in Summit Financial, LLC's portfolio?

The largest reported portfolio weight for HIW was 0.01% in 2024 Q4.

What is the latest reported HIW position on this page?

The most recent filing on this page is 2025 Q3, when Summit Financial, LLC reported 7,776 shares, equal to 0.00% of portfolio, with an estimated market value of $247K.

What does the chart on this HIW ownership page compare?

The chart compares Summit Financial, LLC'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.

← Back to Summit Financial, LLC Holdings