Highlands REITHHDS

13F holders, Q4 2025 (December 31)
16holders +7
8new positions
2sold out
$0.26avg. 13F price*

At the end of Q4 2025, 16 institutions reported holding Highlands REIT Inc. (HHDS) in their 13F filings, up 7 from Q3 2025. 8 opened new positions and 2 sold out. The largest holders were Hantz Financial Services, Inc. ($36K), BIP Wealth, LLC ($7K) and Hilltop Partners LLC ($5K).

Company
Highlands REIT Inc.
CUSIP
43110A104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 8Q1 2024Q2 2024: 8Q2 2024Q3 2024: 9Q3 2024Q4 2024: 8Q4 2024Q1 2025: 9Q1 2025Q2 2025: 8Q2 2025Q3 2025: 9Q3 2025Q4 2025: 16Q4 2025Q1 2026: 13Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$59K
Exits2$10K

All 13F filers, Q3 2025 → Q4 2025: 195,075 shares bought and 33,691 shares sold, net +161,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Hantz Financial Services, Inc. 0.00% New 115,552 $36K
BIP Wealth, LLC 0.00% New 24,086 $7K
Hilltop Partners LLC 0.00% New 16,014 $5K
Pinnacle Wealth Management Advisory Group, LLC 0.00% New 15,815 $5K
Ethos Financial Group, LLC 0.00% No change 15,529 $5K
Williams Jones Wealth Management, LLC. 0.00% No change 10,253 $3K
Winch Advisory Services, LLC 0.00% No change 10,000 $3K
Kohmann Bosshard Financial Services, LLC 0.00% New 9,042 $3K
Diversified Trust Co. 0.00% No change 42,355 $2K
Ancora Advisors LLC 0.00% Add +239.9% 5,429 $2K
ORG Partners LLC 0.00% New 3,321 $1K
Coston, McIsaac & Partners 0.00% New 4,913 $1K
Vermillion & White Wealth Management Group, LLC 0.00% New 2,500 $775
Chemung Canal Trust Co. 0.00% No change 10,497 $609
Keating Financial Advisory Services, Inc. 0.00% — 1,486 $461
Thompson Investment Management, Inc. 0.00% No change 7,184 $417

"% of holder's portfolio" is HHDS's weight in each manager's 13F, not the share of Highlands REIT Inc. the manager owns.