Avior Wealth Management, LLC

Position in WY — Weyerhaeuser Co

CIK 1599868 OMAHA, NE

Position in WY

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$369,920

-$11,432 QoQ

Shares Held

15,452

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#540

of 900 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Avior Wealth Management, LLC holds $5,029,257 across 5 REIT - Specialty names. WY ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLPI	Gaming & Leisure Properties, Inc.	54,187	$2,412,947
2	CCI	Crown Castle Inc.	14,447	$1,094,071
3	IRM	Iron Mountain Inc	6,615	$835,540
4	WY	Weyerhaeuser Co This page	15,452	$369,920
5	DLR	Digital Realty Trust, Inc.	1,764	$316,779

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,920	15,452	-1.0%	Shares	Sole	2026-07-07
2026-03-31	$381,352	15,610	-7.4%	Shares	Sole	2026-04-09
2025-12-31	$399,484	16,863	+150.9%	Shares	Sole	2026-01-06
2024-12-31	$189,224	6,722	+4.4%	Shares	Sole	2025-01-17
2024-09-30	$218,092	6,441	+0.3%	Shares	Sole	2024-11-08
2024-06-30	$182,320	6,422	-11.6%	Shares	Sole	2024-08-13
2024-03-31	$260,814	7,263	+18.0%	Shares	Sole	2024-04-30
2023-12-31	$213,974	6,154	-1.1%	Shares	Sole	2024-01-30
2023-09-30	$190,858	6,225	+1.7%	Shares	Sole	2023-10-17
2023-06-30	$205,181	6,123	0.0%	Shares	Sole	2023-07-19
2023-03-31	$184,485	6,123	+7.0%	Shares	Sole	2023-05-10
2022-12-31	$177,413	5,723	0.0%	Shares	Sole	2023-02-14
2022-09-30	$163,448	5,723	+17.1%	Shares	Sole	2022-10-26
2022-06-30	$161,923	4,889	0.0%	Shares	Sole	2022-08-10
2022-03-31	$185,293	4,889	0.0%	Shares	Sole	2022-05-13
2021-12-31	$201,329	4,889	-50.0%	Shares	Sole	2022-02-14
2021-09-30	$347,803	9,778	+1855.6%	Shares	Sole	2021-11-02
2021-06-30	$17,210	500	0.0%	Shares	Sole	2021-07-27
2021-03-31	$17,800	500	0.0%	Shares	Sole	2021-05-11
2020-12-31	$16,765	500	0.0%	Shares	Sole	2021-02-09
2020-09-30	$14,260	500	0.0%	Shares	Sole	2020-10-20
2020-06-30	$11,230	500	0.0%	Shares	Sole	2020-07-02
2020-03-31	$8,475	500	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.