Waverly Advisors, LLC

Position in WY — Weyerhaeuser Co

CIK 1568787 BIRMINGHAM, AL

Position in WY

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

Position Value

$2,415,809

+$250,139 QoQ

Shares Held

100,911

+13.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#258

of 900 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Real Estate · as of Jun 30, 2026

Waverly Advisors, LLC holds $52,670,490 across 10 REIT - Specialty names. WY ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New	81,889	$12,773,046
2	EQIX	Equinix Inc	11,682	$12,177,199
3	AMT	American Tower Corp /Ma/	53,328	$8,722,860
4	CCI	Crown Castle Inc.	98,342	$7,447,439
5	IRM	Iron Mountain Inc	37,733	$4,766,055
6	WY	Weyerhaeuser Co This page	100,911	$2,415,809
7	RYN	Rayonier Inc	99,991	$2,127,808
8	DLR	Digital Realty Trust, Inc.	9,656	$1,734,024

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,415,809	100,911	+13.8%	Shares	Sole	2026-08-14
2026-03-31	$2,165,670	88,648	+6.5%	Shares	Sole	2026-05-15
2025-12-31	$1,971,457	83,219	+544.6%	Shares	Sole	2026-02-17
2025-09-30	$320,038	12,910	-2.8%	Shares	Sole	2025-11-14
2025-06-30	$341,214	13,282	+13.0%	Shares	Sole	2025-08-14
2025-03-31	$344,098	11,752	+8.5%	Shares	Sole	2025-05-15
2024-12-31	$304,864	10,830	+3.3%	Shares	Sole	2025-02-14
2024-09-30	$355,089	10,487	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$296,533	10,445	+61.7%	Shares	Sole	2024-08-14
2024-03-31	$231,906	6,458	+9.8%	Shares	Other	2024-05-15
2023-12-31	$204,482	5,881	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.