BRADLEY FOSTER & SARGENT INC/CT

Position in WY — Weyerhaeuser Co

CIK 1015086 HARTFORD, CT

Position in WY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,137,191

-$303,572 QoQ

Shares Held

172,815

-4.9% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#203

of 896 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $9,143,402 across 6 REIT - Specialty names. WY ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	172,815	$4,137,191
2	CCI	Crown Castle Inc.	34,508	$2,613,290
3	AMT	American Tower Corp /Ma/	6,716	$1,098,536
4	EQIX	Equinix Inc	845	$880,819
5	LAMR	Lamar Advertising Co/New	1,359	$211,976
6	IRM	Iron Mountain Inc	1,596	$201,590

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,137,191	172,815	-4.9%	Shares	Sole	2026-08-14
2026-03-31	$4,440,763	181,775	-4.6%	Shares	Sole	2026-05-15
2025-12-31	$4,514,958	190,585	-51.7%	Shares	Sole	2026-02-12
2025-09-30	$9,791,207	394,966	-10.6%	Shares	Sole	2025-11-10
2025-06-30	$11,347,735	441,718	+83.5%	Shares	Sole	2025-08-11
2025-03-31	$7,049,774	240,771	-6.6%	Shares	Sole	2025-05-13
2024-12-31	$7,260,335	257,916	-3.3%	Shares	Sole	2025-02-03
2024-09-30	$9,031,240	266,723	-32.8%	Shares	Sole	2024-11-04
2024-06-30	$11,273,697	397,101	-20.0%	Shares	Sole	2024-08-09
2024-03-31	$17,815,812	496,124	-9.9%	Shares	Sole	2024-05-15
2023-12-31	$19,156,079	550,937	-5.9%	Shares	Sole	2024-02-14
2023-09-30	$17,956,918	585,679	0.0%	Shares	Sole	2023-11-13
2023-06-30	$19,626,103	585,679	-3.8%	Shares	Sole	2023-08-08
2023-03-31	$18,340,884	608,725	-1.6%	Shares	Sole	2023-05-08
2022-12-31	$19,176,197	618,587	-2.8%	Shares	Sole	2023-02-14
2022-09-30	$18,181,438	636,605	-2.1%	Shares	Sole	2022-11-14
2022-06-30	$21,526,211	649,946	-0.2%	Shares	Sole	2022-08-11
2022-03-31	$24,676,424	651,093	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$26,769,964	650,072	+0.2%	Shares	Sole	2022-03-11
2021-09-30	$23,068,247	648,531	+0.0%	Shares	Sole	2021-11-10
2021-06-30	$22,313,866	648,282	-21.2%	Shares	Sole	2021-08-19
2021-03-31	$29,281,569	822,516	-8.4%	Shares	Sole	2021-04-26
2020-12-31	$30,097,366	897,625	-2.0%	Shares	Sole	2021-02-11
2020-09-30	$26,126,687	916,083	+13.5%	Shares	Sole	2020-10-26
2020-03-31	$13,685,040	807,377	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.