CUSIP 43110A104
HIGHLANDS REIT INC
27 institutions · $79.0K total · 423,757 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ARVEST TRUST CO N A | 61,291 | $17.2K | 14.46% | 2023-06-30 |
| 2 | BIP Wealth, LLC | 24,086 | $7.5K | 5.68% | 2025-12-31 |
| 3 | Kovack Advisors, Inc. | 45,725 | $6.4K | 10.79% | 2023-03-31 |
| 4 | Main Street Group, LTD | 17,092 | $5.3K | 4.03% | 2025-09-30 |
| 5 | AMERIFLEX GROUP, INC. | 16,599 | $5.1K | 3.91% | 2025-09-30 |
| 6 | Hilltop Partners LLC | 16,014 | $5.0K | 3.77% | 2025-12-31 |
| 7 | Ethos Financial Group, LLC | 15,529 | $4.8K | 3.66% | 2025-12-31 |
| 8 | SWS Partners | 73,600 | $4.3K | 17.36% | 2023-09-30 |
| 9 | Williams Jones Wealth Management, LLC. | 10,253 | $3.2K | 2.41% | 2025-12-31 |
| 10 | Winch Advisory Services, LLC | 10,000 | $3.1K | 2.35% | 2025-12-31 |
| 11 | Triumph Capital Management | 10,972 | $3.1K | 2.58% | 2023-09-30 |
| 12 | Kohmann Bosshard Financial Services, LLC | 9,042 | $2.8K | 2.13% | 2025-12-31 |
| 13 | Diversified Trust Co | 42,355 | $2.5K | 9.99% | 2025-12-31 |
| 14 | Cassady Schiller Wealth Management, LLC | 6,462 | $1.8K | 1.52% | 2023-12-31 |
| 15 | TUCKER ASSET MANAGEMENT LLC | 4,922 | $1.6K | 1.16% | 2024-12-31 |
| 16 | ORG Partners LLC | 3,321 | $1.0K | 0.78% | 2025-12-31 |
| 17 | NVWM, LLC | 3,102 | $868 | 0.73% | 2023-12-31 |
| 18 | Vermillion & White Wealth Management Group, LLC | 2,500 | $775 | 0.58% | 2025-12-31 |
| 19 | Cribstone Capital Management, LLC | 2,500 | $725 | 0.58% | 2023-03-31 |
| 20 | CHEMUNG CANAL TRUST CO | 10,497 | $609 | 2.47% | 2025-12-31 |
| 21 | Strategic Investment Solutions, Inc. /IL | 2,146 | $601 | 0.50% | 2023-09-30 |
| 22 | Keating Financial Advisory Services, Inc. | 1,486 | $461 | 0.35% | 2025-12-31 |
| 23 | THOMPSON INVESTMENT MANAGEMENT, INC. | 7,184 | $417 | 1.69% | 2025-12-31 |
| 24 | RE Dickinson Investment Advisors, LLC | 10,447 | $3 | 2.46% | 2023-06-30 |
| 25 | Tradition Wealth Management, LLC | 10,469 | $3 | 2.47% | 2023-12-31 |
| 26 | Coston, McIsaac & Partners | 4,913 | $1 | 1.15% | 2025-12-31 |
| 27 | Bartlett & Co. LLC | 1,250 | $0 | 0.29% | 2023-12-31 |