Lodestone Wealth Management LLC

Position in WY — Weyerhaeuser Co

CIK 1950158 SPOKANE, WA

Position in WY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$26,477

-$18,840 QoQ

Shares Held

1,106

-40.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#746

of 900 holders

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $74,544 across 5 REIT - Specialty names. WY ranks #1 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	1,106	$26,477
2	DLR	Digital Realty Trust, Inc.	120	$21,549
3	CCI	Crown Castle Inc.	157	$11,889
4	AMT	American Tower Corp /Ma/	59	$9,650
5	RYN	Rayonier Inc	234	$4,979

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,477	1,106	-40.4%	Shares	Sole	2026-07-24
2026-03-31	$45,317	1,855	+0.5%	Shares	Sole	2026-05-01
2025-12-31	$43,708	1,845	-86.9%	Shares	Sole	2026-01-15
2023-03-31	$423,898	14,069	-9.7%	Shares	Sole	2023-05-15
2022-12-31	$482,732	15,572	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.