Is Weyerhaeuser Company (WY) an Overlooked Opportunity in Lumber Investment?
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Income Fund”. A copy of the letter can be downloaded here.
Weyerhaeuser Co (WY)
Market is closed
Sector: Real Estate Investment Trusts
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 37,621,004 | $891,241,585 | +167% | 1.57% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 5,572,939 | $132,022,925 | +30% | 0.08% |
| 3. | Freestone Grove Partners Todd Barker And Daniel Morillio | 3,811,867 | $90,303,129 | -44% | 0.65% |
| 4. | Engineers Gate Manager Greg Eisner | 2,518,585 | $59,665,279 | +67% | 0.71% |
| 5. | Millennium Management Israel Englander | 2,341,174 | $55,462,412 | +77% | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.35 | 4,000 | $101,400.00 | 28,661 | 2026-02-20 | Filing | |
| $25.70 | 20,000 | $514,000.00 | 24,066 | 2026-02-19 | Filing | |
| $23.61 | 4,500 | $106,226.10 | 25,978 | 2025-12-17 | Filing | |
| $25.29 | 4,000 | $101,140.00 | 21,478 | 2025-08-11 | Filing | |
| $32.01 | 7,800 | $249,675.66 | 17,672 | 2024-09-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.82 | 11,157 | $288,036.92 | 88,838 | 2026-02-03 | Filing | |
| $23.33 | 90,162 | $2,103,623.72 | 1,024,861 | 2025-12-15 | Filing | |
| $30.77 | 12,000 | $369,252.00 | 46,729 | 2024-08-27 | Filing | |
| $29.40 | 5,776 | $169,814.40 | 5,790 | 2024-06-07 | Filing | |
| $36.03 | 8,349 | $300,784.41 | 170,665 | 2024-03-28 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 984,548 | $24,052,508 | 0.17% | |
| 2. | 597,710 | $14,602,054 | 9.33% | |
| 3. | 595,842 | $14,556,409 | 2.09% | |
| 4. | 585,347 | $14,300,022 | 3.53% | |
| 5. | 288,787 | $7,055,066 | 0.12% |
News See All
Citi Reaffirms Confidence in Weyerhaeuser (WY) with Higher Price Target
On February 13, Citi raised its price recommendation on Weyerhaeuser Company (NYSE:WY) to $32 from $30. The firm kept its Buy rating on the stock, signaling continued confidence in the stock.
14 Best Real Estate Stocks to Buy According to Hedge Funds
In its December outlook report, Morgan Stanley said that the balance of risks and opportunities in real estate is moving away from broad macro factors like trade uncertainty, interest rates, and fiscal...
Truist Lifts Price Target on Weyerhaeuser Company (WY) Despite Near-Term Volume Dip
On February 2, Truist raised its price target on Weyerhaeuser Company (NYSE:WY) to $29 from $28 while maintaining a Hold rating.
9 Best Lumber Stocks to Invest in Now
Lumber stocks provide investors with exposure to a critical commodity that serves as both a long-term growth opportunity and an inflation hedge.
Weyerhaeuser Company (NYSE:WY) Q4 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Weyerhaeuser Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
DA Davidson Highlights Timberland Upside in Weyerhaeuser’s (WY) Medium-Term Plan
On December 15, DA Davidson kept a Buy rating and a $31 price target on Weyerhaeuser Company (NYSE:WY).
15 Dividend Stocks With Low Payout Ratios and Strong Upside
The payout ratio is one of the simplest ways to assess whether a dividend can sustain itself over time. It shows how much of a company’s earnings are being paid out to shareholders.
Seaport Research Reworks its View on Weyerhaeuser (WY) After Q3
On December 10, Seaport Research lowered its price target on Weyerhaeuser Company (NYSE:WY) to $33 from $35 while maintaining a Buy rating.
13 Best Blue Chip Stocks to Buy Under $50
Large companies usually operate across a wider range of businesses than smaller ones, which can smooth out results over time, helping earnings and revenue hold up better from one year to the next.
Hedge Fund Resource Center