MISSION WEALTH MANAGEMENT, LP

Position in WY — Weyerhaeuser Co

CIK 1645382 Santa Barbara, CA

Position in WY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$546,167

+$77,576 QoQ

Shares Held

22,814

+18.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#464

of 896 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $6,055,526 across 4 REIT - Specialty names. WY ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	26,721	$4,370,753
2	IRM	Iron Mountain Inc	4,657	$588,225
3	EQIX	Equinix Inc	528	$550,381
4	WY	Weyerhaeuser Co This page	22,814	$546,167

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,167	22,814	+18.9%	Shares	Sole	2026-07-20
2026-03-31	$468,591	19,181	-17.3%	Shares	Sole	2026-05-15
2025-12-31	$549,773	23,207	-0.7%	Shares	Sole	2026-02-05
2025-09-30	$579,391	23,372	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$600,067	23,358	-0.0%	Shares	Sole	2025-08-05
2025-03-31	$684,185	23,367	-0.2%	Shares	Sole	2025-04-17
2024-12-31	$658,907	23,407	-0.1%	Shares	Sole	2025-02-06
2024-09-30	$793,576	23,437	-4.2%	Shares	Sole	2024-10-31
2024-06-30	$694,589	24,466	-0.1%	Shares	Sole	2024-08-05
2024-03-31	$879,758	24,499	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$848,979	24,417	-0.1%	Shares	Sole	2024-02-05
2023-09-30	$749,177	24,435	+19.3%	Shares	Sole	2023-10-24
2023-06-30	$686,284	20,480	-0.1%	Shares	Sole	2023-08-04
2023-03-31	$617,845	20,506	-0.2%	Shares	Sole	2023-04-07
2022-12-31	$637,019	20,549	+0.2%	Shares	Sole	2023-02-02
2022-09-30	$585,879	20,514	-0.9%	Shares	Sole	2022-10-12
2022-06-30	$685,882	20,709	+1.0%	Shares	Sole	2022-07-27
2022-03-31	$777,253	20,508	-0.3%	Shares	Sole	2022-04-25
2021-12-31	$846,743	20,562	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$729,505	20,509	-9.9%	Shares	Sole	2021-11-05
2021-06-30	$783,846	22,773	+12.9%	Shares	Sole	2021-08-10
2021-03-31	$718,016	20,169	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$675,495	20,146	+0.9%	Shares	Sole	2021-01-19
2020-09-30	$569,287	19,961	—	Shares	Sole	2020-10-16
No filing history on record for this holder in this stock.