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EP Wealth Advisors’s Rayonier RYN Stock Holding History

EP Wealth Advisors’s Portfolio RYN Stock Details RYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,908
Closed -$215K – 1581
2025
Q4 		$215K Buy
+9,908
New +$224K ﹤0.01% 1351

Other funds holding RYN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's RYN Position: Q1 2026 in Review

EP Wealth Advisors sold out of Rayonier (RYN) in Q1 2026, closing a stake of 9,908 shares — an estimated $215K sold.

EP Wealth Advisors first reported a position in RYN in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 450 funds tracked by Wall St. Rank hold RYN as of Q1 2026.

  • EP Wealth Advisors reported no remaining Rayonier position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 9,908 Rayonier shares in Q1 2026, an estimated $215K.
  • EP Wealth Advisors first reported a position in Rayonier in Q4 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Rayonier position peaked at $215K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Rayonier as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.