Financial Perspectives, Inc

Position in WY — Weyerhaeuser Co

CIK 2003287 MINNEAPOLIS, MN

Position in WY

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

Position Value

$14,124

-$289 QoQ

Shares Held

590

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#785

of 893 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Financial Perspectives, Inc holds $393,821 across 6 REIT - Specialty names. WY ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	2,000	$252,620
2	DLR	Digital Realty Trust, Inc.	428	$76,860
3	CCI	Crown Castle Inc.	549	$41,575
4	WY	Weyerhaeuser Co This page	590	$14,124
5	AMT	American Tower Corp /Ma/	50	$8,178
6	EPR	Epr Properties	8	$464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,124	590	0.0%	Shares	Sole	2026-07-24
2026-03-31	$14,413	590	0.0%	Shares	Sole	2026-05-11
2025-12-31	$13,977	590	0.0%	Shares	Sole	2026-01-28
2025-09-30	$14,626	590	0.0%	Shares	Sole	2025-10-22
2025-06-30	$15,157	590	0.0%	Shares	Sole	2025-07-30
2025-03-31	$17,275	590	0.0%	Shares	Sole	2025-04-18
2024-12-31	$16,608	590	0.0%	Shares	Sole	2025-02-03
2024-09-30	$19,977	590	0.0%	Shares	Sole	2024-10-17
2024-06-30	$16,750	590	0.0%	Shares	Sole	2024-08-09
2024-03-31	$21,186	590	0.0%	Shares	Sole	2024-04-19
2023-12-31	$20,514	590	0.0%	Shares	Sole	2024-02-01
2023-09-30	$18,089	590	0.0%	Shares	Sole	2024-01-10
2023-06-30	$19,770	590	0.0%	Shares	Sole	2024-01-10
2023-03-31	$17,776	590	0.0%	Shares	Sole	2024-01-10
2022-12-31	$18,290	590	0.0%	Shares	Sole	2024-01-10
2022-09-30	$16,850	590	0.0%	Shares	Sole	2024-01-10
2022-06-30	$19,540	590	0.0%	Shares	Sole	2024-01-10
2022-03-31	$22,361	590	0.0%	Shares	Sole	2024-01-10
2021-12-31	$24,296	590	0.0%	Shares	Sole	2024-01-10
2021-09-30	$20,986	590	0.0%	Shares	Sole	2024-01-10
2021-06-30	$20,307	590	-97.2%	Shares	Sole	2024-01-10
2021-03-31	$590	21,004	+3460.0%	Shares	Sole	2024-01-10
2020-12-31	$19,782	590	0.0%	Shares	Sole	2024-01-10
2020-09-30	$16,826	590	0.0%	Shares	Sole	2024-01-10
2020-06-30	$13,251	590	0.0%	Shares	Sole	2024-01-10
2020-03-31	$10,000	590	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.