Cassaday & Co Wealth Management LLC

Position in WY — Weyerhaeuser Co

CIK 1963612 MCLEAN, VA

Position in WY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$229,249

-$4,692 QoQ

Shares Held

9,576

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#628

of 896 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $815,645 across 10 REIT - Specialty names. WY ranks #1 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	9,576	$229,249
2	AMT	American Tower Corp /Ma/	952	$155,718
3	IRM	Iron Mountain Inc	1,206	$152,329
4	GLPI	Gaming & Leisure Properties, Inc.	2,442	$108,742
5	DLR	Digital Realty Trust, Inc.	583	$104,695
6	EQIX	Equinix Inc	40	$41,695
7	EPR	Epr Properties	249	$14,444
8	SBAC	Sba Communications Corp	38	$6,705

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,249	9,576	0.0%	Shares	Sole	2026-08-10
2026-03-31	$233,941	9,576	0.0%	Shares	Sole	2026-05-07
2025-12-31	$226,855	9,576	-0.5%	Shares	Sole	2026-02-03
2025-09-30	$238,653	9,627	-0.1%	Shares	Sole	2025-11-07
2025-06-30	$247,548	9,636	-0.5%	Shares	Sole	2025-08-05
2025-03-31	$283,518	9,683	+1.1%	Shares	Sole	2025-05-05
2024-12-31	$269,564	9,576	0.0%	Shares	Sole	2025-02-03
2024-09-30	$324,243	9,576	-0.1%	Shares	Sole	2024-11-07
2024-06-30	$272,118	9,585	-0.6%	Shares	Sole	2024-07-30
2024-03-31	$346,172	9,640	+0.7%	Shares	Sole	2024-05-08
2023-12-31	$332,957	9,576	0.0%	Shares	Sole	2024-02-14
2023-09-30	$293,600	9,576	0.0%	Shares	Sole	2023-11-06
2023-06-30	$320,891	9,576	0.0%	Shares	Sole	2023-08-07
2023-03-31	$288,524	9,576	0.0%	Shares	Sole	2023-05-03
2022-12-31	$296,856	9,576	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.