What smart money is saying about Weyerhaeuser Company
3 funds in our archive have pitched Weyerhaeuser Company — most recently Baron Real Estate Income Strategy in June 2026.
Established in 1900, Weyerhaeuser Company holds a prominent global position as one of the largest private proprietors of timberlands. The company oversees or owns approximately 11 million acres of forested land in the United States, complemented by additional timberlands in Canada managed under long-term licenses. These extensive holdings are cultivated responsibly, in full compliance with internationally accepted sustainable forestry criteria. Beyond its land stewardship, Weyerhaeuser is also a leading producer of wood-based goods throughout North America. Operating as a real estate investment trust (REIT), the firm achieved net sales of $7.5 billion in 2020. Its approximately 9,400 employees cater to a worldwide customer base, and Weyerhaeuser's commitment to environmental, social, and governance principles is acknowledged by its inclusion in the Dow Jones Sustainability North America Index. The company's common stock is available for trading on the New York Stock Exchange under the ticker WY.
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Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Weyerhaeuser Company, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 0 | 1 |
| Q1 2026 | 0 | 0 | 0 | 2 |
Fund activity · 3 positions
- June 2026
“Timber REITs (2.4%) We are optimistic about the prospects for the Fund’s timber REIT position in Weyerhaeuser Company , one of the world’s largest owners of timberlands with approximately 10 million acres in the U.S. and an additional 13 million acres that are licensed in Canada.”
Weyerhaeuser Company - June 2026
“Timber REITs (2.4%) We are optimistic about the prospects for the Strategy’s timber REIT position in Weyerhaeuser Company , one of the world’s largest owners of timberlands with approximately 10 million acres in the U.S. and an additional 13 million acres that are licensed in Canada.”
Weyerhaeuser Company - June 2026
“Following these changes, the Fund had 40.7% of its capital invested in U.S.-based companies focused on Residential Real Estate, including those involved with: Homebuilding (Lennar Corp., PulteGroup, D.R. Horton, and Champion Homes); Niche Rental Platforms (Sun Communities, AMH, and Brookdale Senior Living); Land and Timber (Five Point and Weyerhaeuser); and Mortgage and Title Insurance (Fannie Mae, Freddie Mac, and Fidelity National).”
Weyerhaeuser Company
Fund coverage · 3 theses
- Baron Real Estate Income StrategyJune 2026
Weyerhaeuser Company combines large timberland ownership, wood-products exposure, and leverage to a housing recovery.
Read the full thesis - Baron Real Estate Income FundMarch 2026
Weyerhaeuser Company is a major timberland and wood products operator trading inexpensively with leverage to a U.S. housing recovery.
Read the full thesis - The Davenport FundsMarch 2026
Weyerhaeuser is a timber and wood products company offering dividend income, housing recovery upside, and domestic timber value support.
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