SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in WY — Weyerhaeuser Co

CIK 1794153 MINNEAPOLIS, MN

Position in WY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,378,510

+$155,405 QoQ

Shares Held

99,353

+9.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#260

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

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $4,235,376 across 4 REIT - Specialty names. WY ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	99,353	$2,378,510
2	LAND	GLADSTONE LAND Corp	125,287	$1,068,698
3	AMT	American Tower Corp /Ma/	3,535	$578,219
4	LAMR	Lamar Advertising Co/New	1,346	$209,949

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,378,510	99,353	+9.2%	Shares	Sole	2026-08-07
2026-03-31	$2,223,105	90,999	+2.5%	Shares	Sole	2026-05-08
2025-12-31	$2,103,127	88,777	-2.1%	Shares	Sole	2026-02-09
2025-09-30	$2,247,610	90,666	+4.5%	Shares	Sole	2025-11-07
2025-06-30	$2,228,401	86,742	+4.8%	Shares	Sole	2025-08-08
2025-03-31	$2,424,559	82,806	+4.3%	Shares	Sole	2025-05-02
2024-12-31	$2,234,912	79,393	+1.1%	Shares	Sole	2025-02-07
2024-09-30	$2,658,247	78,507	+0.8%	Shares	Sole	2024-11-08
2024-06-30	$2,211,325	77,891	+0.9%	Shares	Sole	2024-08-02
2024-03-31	$2,772,252	77,200	+1.3%	Shares	Sole	2024-05-03
2023-12-31	$2,648,709	76,178	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$2,315,841	75,533	-0.5%	Shares	Sole	2023-11-03
2023-06-30	$2,544,280	75,926	+1.4%	Shares	Sole	2023-08-11
2023-03-31	$2,255,983	74,875	+0.6%	Shares	Sole	2023-04-27
2022-12-31	$2,307,609	74,439	+0.1%	Shares	Sole	2023-02-09
2022-09-30	$2,124,292	74,380	+0.1%	Shares	Sole	2022-11-04
2022-06-30	$2,461,478	74,320	+0.9%	Shares	Sole	2022-08-09
2022-03-31	$2,792,093	73,670	+0.2%	Shares	Sole	2022-05-11
2021-12-31	$3,028,541	73,544	+1.5%	Shares	Sole	2022-02-08
2021-09-30	$2,577,188	72,454	+1.0%	Shares	Sole	2021-10-21
2021-06-30	$2,468,395	71,714	+2.3%	Shares	Sole	2021-07-28
2021-03-31	$2,496,022	70,113	+0.2%	Shares	Sole	2021-05-07
2020-12-31	$2,346,865	69,993	-1.5%	Shares	Sole	2021-02-12
2020-09-30	$2,026,545	71,057	+5.1%	Shares	Sole	2020-11-03
2020-06-30	$1,517,846	67,580	+5.5%	Shares	Sole	2020-07-15
2020-03-31	$1,086,037	64,073	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.