Highlands REITHHDS
13F holders, Q1 2025 (March 31)9holders +1
1new positions
0sold out
$16.68avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Highlands REIT Inc. (HHDS) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were BIP Wealth, LLC ($14.6M), Main Street Group, LTD ($8K) and Ethos Financial Group, LLC ($4K).
- Company
- Highlands REIT Inc.
- CUSIP
- 43110A104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $14.6M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 755,076 shares bought, net +755,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| BIP Wealth, LLC | 0.95% | New | 755,076 | $14.6M |
| Main Street Group, LTD | 0.00% | No change | 27,093 | $8K |
| Ethos Financial Group, LLC | 0.00% | No change | 12,429 | $4K |
| Diversified Trust Co. | 0.00% | No change | 42,355 | $4K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 10,253 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 10,000 | $3K |
| Chemung Canal Trust Co. | 0.00% | No change | 10,497 | $945 |
| Thompson Investment Management, Inc. | 0.00% | No change | 7,184 | $647 |
| Ancora Advisors LLC | 0.00% | No change | 1,597 | $495 |
"% of holder's portfolio" is HHDS's weight in each manager's 13F, not the share of Highlands REIT Inc. the manager owns.