Fiduciary Alliance LLC

Position in WY — Weyerhaeuser Co

CIK 1954805 GREENVILLE, SC

Position in WY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,200,438

+$240,074 QoQ

Shares Held

217,228

+7.0% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#180

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

Fiduciary Alliance LLC holds $9,293,175 across 4 REIT - Specialty names. WY ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	217,228	$5,200,438
2	DLR	Digital Realty Trust, Inc.	11,102	$1,993,697
3	CCI	Crown Castle Inc.	19,756	$1,496,121
4	AMT	American Tower Corp /Ma/	3,686	$602,919

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,200,438	217,228	+7.0%	Shares	Sole	2026-07-20
2026-03-31	$4,960,364	203,044	+106.5%	Shares	Sole	2026-04-20
2025-12-31	$2,329,745	98,343	+351125.0%	Shares	Sole	2026-01-22
2023-06-30	$938	28	-78.8%	Shares	Sole	2023-07-18
2022-12-31	$4,092	132	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.