JONES FINANCIAL COMPANIES LLLP

Position in WY — Weyerhaeuser Co

CIK 815917 DES PERES, MO

Position in WY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,123,958

-$6,442 QoQ

Shares Held

46,949

+1.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#358

of 900 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Real Estate · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $151,044,762 across 18 REIT - Specialty names. WY ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	268,120	$43,856,388
2	DLR	Digital Realty Trust, Inc.	224,719	$40,355,037
3	EQIX	Equinix Inc	27,265	$28,420,762
4	SBAC	Sba Communications Corp	98,412	$17,365,781
5	CCI	Crown Castle Inc.	80,903	$6,126,783
6	LAMR	Lamar Advertising Co/New	39,237	$6,120,187
7	IRM	Iron Mountain Inc	45,566	$5,755,441
8	WY	Weyerhaeuser Co This page	46,949	$1,123,958

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,123,958	46,949	+1.5%	Shares	Sole	2026-08-14
2026-03-31	$1,130,400	46,271	+29.2%	Shares	Sole	2026-05-15
2025-12-31	$848,433	35,814	+22.1%	Shares	Sole	2026-02-17
2025-09-30	$727,313	29,339	+14.2%	Shares	Sole	2025-11-04
2025-06-30	$660,207	25,699	+101.8%	Shares	Sole	2025-08-13
2025-03-31	$372,939	12,737	+10.9%	Shares	Sole	2025-05-28
2024-12-31	$323,218	11,482	+36.7%	Shares	Sole	2025-02-06
2024-09-30	$284,355	8,398	+277.8%	Shares	Sole	2024-11-12
2024-06-30	$63,110	2,223	+180.0%	Shares	Sole	2024-08-14
2024-03-31	$28,511	794	-35.2%	Shares	Sole	2024-05-14
2023-12-31	$42,593	1,225	+442.0%	Shares	Sole	2024-02-13
2021-12-31	$9,306	226	0.0%	Shares	Sole	2022-02-11
2021-09-30	$8,038	226	0.0%	Shares	Sole	2021-11-12
2021-06-30	$7,778	226	-86.2%	Shares	Sole	2021-08-12
2021-03-31	$58,384	1,640	+29.0%	Shares	Sole	2021-04-30
2020-12-31	$42,616	1,271	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.