BFSG, LLC

Position in WY — Weyerhaeuser Co

CIK 1706836 IRVINE, CA

Position in WY

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

Position Value

$6,647,276

-$34,768 QoQ

Shares Held

277,664

+1.5% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#153

of 896 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

BFSG, LLC holds $14,170,669 across 6 REIT - Specialty names. WY ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	277,664	$6,647,276
2	RYN	Rayonier Inc	263,457	$5,606,364
3	EQIX	Equinix Inc	1,590	$1,657,400
4	LAMR	Lamar Advertising Co/New	1,147	$178,909
5	DLR	Digital Realty Trust, Inc.	240	$43,099
6	AMT	American Tower Corp /Ma/	230	$37,621

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,647,276	277,664	+1.5%	Shares	Sole	2026-07-20
2026-03-31	$6,682,044	273,518	-0.2%	Shares	Sole	2026-04-29
2025-12-31	$6,495,561	274,190	+44.0%	Shares	Sole	2026-01-22
2025-09-30	$4,719,619	190,384	+3.2%	Shares	Sole	2025-10-29
2025-06-30	$4,741,474	184,565	+0.8%	Shares	Sole	2025-07-15
2025-03-31	$5,361,050	183,096	-1.2%	Shares	Sole	2025-04-18
2024-12-31	$5,214,787	185,250	-3.1%	Shares	Sole	2025-01-31
2024-09-30	$6,475,047	191,230	-2.7%	Shares	Sole	2024-10-16
2024-06-30	$5,581,502	196,601	-2.9%	Shares	Sole	2024-07-29
2024-03-31	$7,272,205	202,512	-9.3%	Shares	Sole	2024-04-23
2023-12-31	$7,761,672	223,229	-1.8%	Shares	Sole	2024-04-23
2023-09-30	$6,971,041	227,366	+7.8%	Shares	Sole	2023-10-20
2023-06-30	$7,070,576	210,999	-0.1%	Shares	Sole	2023-08-07
2023-03-31	$6,361,437	211,133	+0.5%	Shares	Sole	2023-05-10
2022-12-31	$6,509,907	209,997	-1.1%	Shares	Sole	2023-02-02
2022-09-30	$6,065,744	212,386	+0.2%	Shares	Sole	2022-11-07
2022-06-30	$7,022,797	212,041	-50.0%	Shares	Sole	2022-08-04
2022-03-31	$16,071,153	424,041	+99.9%	Shares	Sole	2022-05-04
2021-12-31	$8,733,660	212,085	-1.7%	Shares	Sole	2022-01-24
2021-09-30	$7,672,733	215,708	-1.0%	Shares	Sole	2021-11-03
2021-06-30	$7,500,462	217,910	-0.1%	Shares	Sole	2021-07-29
2021-03-31	$7,762,971	218,061	-2.4%	Shares	Sole	2021-04-26
2020-12-31	$7,489,361	223,363	-0.3%	Shares	Sole	2021-01-26
2020-09-30	$6,390,390	224,067	+5.6%	Shares	Sole	2020-11-04
2020-06-30	$4,767,359	212,260	+1.1%	Shares	Sole	2020-07-22
2020-03-31	$3,558,720	209,954	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.