Robertson Stephens Wealth Management, LLC

Position in WY — Weyerhaeuser Co

CIK 1767307 San Francisco, CA

Position in WY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,968,466

-$28,613 QoQ

Shares Held

82,225

+0.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#281

of 896 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Real Estate · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $2,476,653 across 3 REIT - Specialty names. WY ranks #1 (79.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	82,225	$1,968,466
2	EPR	Epr Properties	4,700	$272,647
3	AMT	American Tower Corp /Ma/	1,440	$235,540

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,968,466	82,225	+0.6%	Shares	Sole	2026-07-29
2026-03-31	$1,997,079	81,747	+3.6%	Shares	Sole	2026-04-28
2025-12-31	$1,868,548	78,875	+1122.5%	Shares	Sole	2026-02-02
2024-09-30	$218,464	6,452	-9.7%	Shares	Sole	2024-11-12
2024-03-31	$256,541	7,144	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$250,239	7,197	-59.5%	Shares	Sole	2024-02-06
2023-09-30	$545,410	17,789	-5.3%	Shares	Sole	2023-11-13
2023-06-30	$629,619	18,789	-1.6%	Shares	Sole	2023-08-11
2023-03-31	$575,452	19,099	+1.1%	Shares	Sole	2023-05-11
2022-12-31	$585,466	18,886	+13.5%	Shares	Sole	2023-02-14
2022-09-30	$475,295	16,642	-10.0%	Shares	Sole	2022-11-14
2022-06-30	$612,322	18,488	+165.9%	Shares	Sole	2022-08-12
2022-03-31	$263,556	6,954	-7.6%	Shares	Sole	2022-05-16
2021-12-31	$309,838	7,524	+17.7%	Shares	Sole	2022-02-14
2021-09-30	$227,399	6,393	+3.2%	Shares	Sole	2021-11-10
2021-06-30	$213,300	6,197	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.