During the third quarter, Knights of Columbus Asset Advisors LLC trimmed its Weyerhaeuser position by 18.3%, disposing of 20,337 shares and ending the period with 90,500 shares. This reduction lowered the firm’s holdings in the timberland-focused REIT to a value of $2.24 million, as reported in its latest Form 13F filing with the SEC.

Goldman Sachs Group Inc. expanded its Weyerhaeuser exposure by 18.2%, adding 346,571 shares to reach a total holding of 2.25 million shares worth $65.9 million. Empowered Funds LLC grew its stake by 3.4% with an additional 1,498 shares, bringing its total to 46,049 shares valued at $1.35 million. Intech Investment Management LLC increased its position by 5.9% to 56,265 shares (up 3,124 shares) valued at $1.65 million. During the second quarter, HB Wealth Management LLC and Trust Co. of Vermont lifted their holdings by 3.3% and 17.6%, respectively, with combined additions of 2,329 shares representing roughly $826,000 in new investments. Collectively, institutional investors and hedge funds now control 82.99% of Weyerhaeuser’s shares.

CEO Devin W. Stockfish sold 90,162 shares on December 15, reducing his stake by 8.09% and generating proceeds of $2.10 million. Post-sale, he holds 1,024,861 shares. Conversely, director Sara Grootwassink Lewis acquired 4,500 shares on December 17 for a total outlay of $106,245, boosting her position by 20.95% to 25,978 shares. Insiders currently own 0.27% of the company’s outstanding stock.

Weyerhaeuser reported a fourth quarter net loss of $0.09 per share, outperforming consensus estimates by $0.04, on revenues of $1.54 billion, which fell 9.8% year-over-year and missed analyst forecasts by approximately $40 million. The company’s net margin stood at 4.7%, and return on equity was 1.5%. Across the full year 2025, Weyerhaeuser generated $6.9 billion in net sales and operates over 10 million acres of timberlands, employing roughly 9,500 staff worldwide.