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PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in WY — Weyerhaeuser Co

CIK 2145782 WALTHAM, MA

Position in WY

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$11,563
New position
Shares Held
483
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#798
of 900 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $646,433 across 3 REIT - Specialty names. WY ranks #3 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WY
Weyerhaeuser Co
This page
483 $11,563

All Filings in WY

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $11,563 483