Heritage Wealth Advisors’s Rayonier RYN Stock Holding History

Heritage 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	-98	Closed	-$2.12K	–	699
2025 Q4	$2.12K	Buy	+98	New	+$2.22K	﹤0.01%	543

Other funds holding RYN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Rayonier (RYN) in Q1 2026, closing a stake of 98 shares — an estimated $2.12K sold.

Heritage Wealth Advisors first reported a position in RYN in Q4 2025 and held it in 1 quarter. The position peaked at $2.12K in Q4 2025. 450 funds tracked by Wall St. Rank hold RYN as of Q1 2026.

Heritage Wealth Advisors reported no remaining Rayonier position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 98 Rayonier shares in Q1 2026, an estimated $2.12K.
Heritage Wealth Advisors first reported a position in Rayonier in Q4 2025 and held it in 1 quarter.
Heritage Wealth Advisors's Rayonier position peaked at $2.12K in Q4 2025.
450 funds tracked by Wall St. Rank held Rayonier as of Q1 2026.

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