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Xcel Wealth Management’s Rayonier RYN Stock Holding History

Xcel Wealth Management’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
2025
Q4 		– Sell
-9,154
Closed -$232K – 147
2025
Q3 		$232K Buy
+9,154
New +$220K 0.06% 131
2025
Q2 		– Sell
-19,801
Closed -$526K – 133
2025
Q1 		$526K Sell
19,801
-2,801
-12% -$71K 0.16% 87
2024
Q4 		$562K Sell
22,602
-2,804
-11% -$78.1K 0.16% 82
2024
Q3 		$742K Sell
25,406
-607
-2% -$16.6K 0.22% 70
2024
Q2 		$687K Sell
26,013
-2,204
-8% -$60.5K 0.22% 70
2024
Q1 		$851K Hold
28,217
– – 0.27% 64
2023
Q4 		$855K Sell
28,217
-1,764
-6% -$47.2K 0.3% 57
2023
Q3 		$774K Sell
29,981
-110
-0.4% -$3.07K 0.31% 61
2023
Q2 		$857K Hold
30,091
– – 0.27% 68
2023
Q1 		$908K Hold
30,091
– – 0.32% 61
2022
Q4 		$900K Sell
30,091
-16,588
-36% -$510K 0.35% 59
2022
Q3 		$1.27M Sell
46,679
-14,594
-24% -$471K 0.47% 51
2022
Q2 		$2.08M Sell
61,273
-2,342
-4% -$85.8K 0.76% 39
2022
Q1 		$2.37M Sell
63,615
-3,858
-6% -$137K 0.65% 48
2021
Q4 		$2.47M Sell
67,473
-5,043
-7% -$175K 0.64% 48
2021
Q3 		$2.35M Hold
72,516
– – 0.68% 44
2021
Q2 		$2.36M Buy
72,516
+61,383
+551% +$2.02M 0.71% 40
2021
Q1 		$326K Hold
11,133
– – 0.12% 104
2020
Q4 		$296K Hold
11,133
– – 0.13% 102
2020
Q3 		$267K Hold
11,133
– – 0.14% 95
2020
Q2 		$250K Hold
11,133
– – 0.16% 88
2020
Q1 		$237K Hold
11,133
– – 0.21% 72
2019
Q4 		$330K Hold
11,133
– – 0.27% 57
2019
Q3 		$284K Hold
11,133
– – 0.26% 57
2019
Q2 		$306K Buy
11,133
+993
+10% +$27.8K 0.3% 62
2019
Q1 		$289K Hold
10,140
– – 0.3% 64
2018
Q4 		$254K Buy
+10,140
New +$281K 0.31% 55

Other funds holding RYN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Xcel Wealth Management's RYN Position: Q4 2025 in Review

Xcel Wealth Management sold out of Rayonier (RYN) in Q4 2025, closing a stake of 9,154 shares — an estimated $232K sold.

Xcel Wealth Management first reported a position in RYN in Q4 2018 and held it in 27 quarters. The position peaked at $2.47M in Q4 2021. 360 funds tracked by Wall St. Rank hold RYN as of Q4 2025.

  • Xcel Wealth Management reported no remaining Rayonier position as of Q4 2025 after selling out during the quarter.
  • Xcel Wealth Management sold 9,154 Rayonier shares in Q4 2025, an estimated $232K.
  • Xcel Wealth Management first reported a position in Rayonier in Q4 2018 and held it in 27 quarters.
  • Xcel Wealth Management's Rayonier position peaked at $2.47M in Q4 2021.
  • 360 funds tracked by Wall St. Rank held Rayonier as of Q4 2025.

Based on Xcel Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.