Cambiar Investors Reduces Stake in Weyerhaeuser

Institutional investor sells nearly 188,000 shares of timber REIT

Apr. 12, 2026 at 8:37am

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A high-contrast, black and white close-up photograph of large industrial machinery and equipment used in timber harvesting and wood processing, conveying the physical scale and power of the forestry industry without any text or identifiable branding.Cambiar Investors' reduced stake in timber REIT Weyerhaeuser may reflect broader market uncertainty around the forestry industry.Seattle Today

Cambiar Investors LLC, an institutional investment firm, lowered its stake in Weyerhaeuser Company (NYSE: WY) by 15.8% during the fourth quarter, according to a recent SEC filing. The firm now owns 1,000,541 shares of the real estate investment trust's stock, valued at $23.7 million.

Why it matters

Weyerhaeuser is one of the largest timber and wood products companies in the United States, so changes in major institutional ownership can signal broader trends in the industry and the real estate market.

The details

According to the filing, Cambiar Investors sold 187,839 shares of Weyerhaeuser stock during the fourth quarter. The firm now owns a 0.14% stake in the company. Several other institutional investors also made changes to their Weyerhaeuser positions during the quarter, with some increasing and others decreasing their holdings.

  • The transactions occurred during the fourth quarter of 2025.

The players

Cambiar Investors LLC

An institutional investment firm that manages over $20 billion in assets.

Weyerhaeuser Company

A leading integrated forest products company that owns and manages timberlands and manufactures a range of wood and wood-derived products.

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The takeaway

This filing highlights the shifting landscape of institutional ownership in the timber and real estate sectors, as investors weigh factors like housing market trends, commodity prices, and the long-term outlook for sustainable forestry.