Badgley Phelps Wealth Managers, LLC

Position in WY — Weyerhaeuser Co

CIK 1895362 SEATTLE, WA

Position in WY

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$284,646

-$31,649 QoQ

Shares Held

11,890

-8.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#581

of 896 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $9,812,643 across 5 REIT - Specialty names. WY ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQIX	Equinix Inc	5,414	$5,643,499
2	AMT	American Tower Corp /Ma/	16,975	$2,776,600
3	IRM	Iron Mountain Inc	6,923	$874,444
4	WY	Weyerhaeuser Co This page	11,890	$284,646
5	DLR	Digital Realty Trust, Inc.	1,300	$233,454

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,646	11,890	-8.2%	Shares	Sole	2026-07-31
2026-03-31	$316,295	12,947	-3.5%	Shares	Sole	2026-04-15
2025-12-31	$317,706	13,411	-2.4%	Shares	Sole	2026-01-28
2025-09-30	$340,589	13,739	-15.3%	Shares	Sole	2025-11-04
2025-06-30	$416,717	16,221	+3.4%	Shares	Sole	2025-07-16
2025-03-31	$459,403	15,690	-6.8%	Shares	Sole	2025-04-30
2024-12-31	$473,989	16,838	+1.8%	Shares	Sole	2025-02-11
2024-09-30	$560,112	16,542	+2.7%	Shares	Sole	2024-10-18
2024-06-30	$457,419	16,112	-1.5%	Shares	Sole	2024-08-14
2024-03-31	$587,559	16,362	-2.2%	Shares	Sole	2024-05-15
2023-12-31	$581,528	16,725	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.