Costello Asset Management, INC

Position in WY — Weyerhaeuser Co

CIK 1760145 FEASTERVILLE, PA

Position in WY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$40,434

-$3,491 QoQ

Shares Held

1,689

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#721

of 896 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Costello Asset Management, INC holds $296,374 across 5 REIT - Specialty names. WY ranks #2 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	1,344	$219,838
2	WY	Weyerhaeuser Co This page	1,689	$40,434
3	RYN	Rayonier Inc	991	$21,088
4	EPR	Epr Properties	200	$11,602
5	LAND	GLADSTONE LAND Corp	400	$3,412

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,434	1,689	-6.1%	Shares	Sole	2026-07-28
2026-03-31	$43,925	1,798	+0.1%	Shares	Sole	2026-04-30
2025-12-31	$42,570	1,797	+118.9%	Shares	Sole	2026-02-03
2025-09-30	$20,352	821	-24.5%	Shares	Sole	2025-11-06
2025-06-30	$27,950	1,088	+0.3%	Shares	Sole	2025-07-24
2025-03-31	$31,768	1,085	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.