Capital Advisors, Ltd. LLC

Position in WY — Weyerhaeuser Co

CIK 1597878 SHAKER HEIGHTS, OH

Position in WY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$8,235

-$2,636 QoQ

Shares Held

344

-22.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#262

of 305 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $254,926 across 10 REIT - Specialty names. WY ranks #6 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	667	$109,101
2	EQIX	Equinix Inc	86	$89,645
3	CCI	Crown Castle Inc.	276	$20,901
4	LAMR	Lamar Advertising Co/New	55	$8,578
5	DLR	Digital Realty Trust, Inc.	46	$8,260
6	WY	Weyerhaeuser Co This page	344	$8,235
7	GLPI	Gaming & Leisure Properties, Inc.	100	$4,453
8	EPR	Epr Properties	71	$4,118

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,235	344	-22.7%	Shares	Sole	2026-07-16
2026-03-31	$10,871	445	0.0%	Shares	Sole	2026-04-16
2025-12-31	$10,542	445	-2.4%	Shares	Sole	2026-01-21
2025-09-30	$11,304	456	+19.7%	Shares	Sole	2025-10-16
2025-06-30	$9,787	381	-9.7%	Shares	Sole	2025-07-24
2025-03-31	$12,356	422	+10.8%	Shares	Sole	2025-04-15
2024-12-31	$10,725	381	-32.6%	Shares	Sole	2025-02-04
2024-09-30	$19,130	565	+36.1%	Shares	Sole	2024-10-24
2024-06-30	$11,781	415	+72.9%	Shares	Sole	2024-07-25
2024-03-31	$8,618	240	+4.8%	Shares	Sole	2024-04-18
2023-12-31	$7,962	229	+12.8%	Shares	Sole	2024-02-02
2023-09-30	$6,223	203	+1.5%	Shares	Sole	2023-10-27
2023-06-30	$6,702	200	+66.7%	Shares	Sole	2023-07-26
2023-03-31	$3,615	120	-29.4%	Shares	Sole	2023-05-03
2022-12-31	$5,270	170	+157.6%	Shares	Sole	2023-02-07
2022-06-30	$2,185	66	+1000.0%	Shares	Sole	2022-08-05
2022-03-31	$227	6	-57.1%	Shares	Sole	2022-05-09
2021-12-31	$576	14	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.