BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in WY — Weyerhaeuser Co
CIK 1654599
MORRISTOWN, NJ
Position in WY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$17,236
-$353 QoQ
Shares Held
720
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#774
of 896 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $20,510,174 across 7 REIT - Specialty names. WY ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
69,849 | $12,543,483 | |
| 2 | EQIX |
Equinix Inc
|
7,239 | $7,545,861 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,225 | $347,055 | |
| 4 | CCI |
Crown Castle Inc.
|
419 | $31,730 | |
| 5 | EPR |
Epr Properties
|
400 | $23,204 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
720 | $17,236 | |
| 7 | UNIT |
Uniti Group Inc.
|
140 | $1,605 |
All Filings in WY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,236 | 720 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $17,589 | 720 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $367,962 | 12,961 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,484,821 | 152,738 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,189,700 | 149,258 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,768,151 | 155,517 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,240,528 | 156,387 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,583,616 | 152,128 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,583,691 | 147,861 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,292,825 | 150,309 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,981,777 | 150,416 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $5,449,982 | 143,799 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,447,002 | 132,273 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,619,618 | 129,874 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,360,807 | 126,694 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,309,166 | 121,044 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $3,881,164 | 115,752 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,284,448 | 115,163 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,623,036 | 116,787 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,231,992 | 131,681 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||