RYNNYSEReal Estate Investment TrustsFiscal year ends December 31
RAYONIER INC
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Aug 7, 2026
$18.69−0.30 (-1.58%)
Close on Oct 19, 2026
- Market cap
- $4.78B
- P/E (TTM)
- 6.2
- Dividend yield
- 13.32%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.2%
280M of 298M shares
Institutional holders
456
79 new, 64 sold out
Net institutional buying
19M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $4.10M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 28,446,741 | 9.40% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 25,216,329 | 8.34% | 13G (passive) | Mar 31, 2026 |
| T. Rowe Price Associates, Inc. | 16,225,662 | 5.40% | 13G (passive) amendment | Mar 31, 2026 |
| Norges Bank | 15,825,934 | 5.24% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Capital Management | 15,455,437 | 5.11% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RYN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 29,015,536 | 9.75% | $617.45M | +163,368 | 0.01% |
| Vanguard Portfolio Management LLC | 24,649,494 | 8.28% | $524.54M | −530,801 | 0.02% |
| Cohen & Steers, Inc. | 21,936,120 | 7.37% | $466.80K | +245,116 | 0.74% |
| Norges Bank | 17,506,364 | 5.88% | $372.54M | New | 0.04% |
| Price T Rowe Associates Inc /Md/ | 16,259,447 | 5.46% | $346.00K | +26,982 | 0.03% |
| Vanguard Capital Management LLC | 13,278,957 | 4.46% | $282.58M | −22,072 | 0.01% |
| Legal & General Group Plc | 10,036,382 | 3.37% | $213.57M | +285,100 | 0.04% |
| Southeastern Asset Management Inc/Tn/ | 9,491,347 | 3.19% | $201.98M | −1,271,296 | 10.54% |
| Fuller & Thaler Asset Management, Inc. | 9,301,140 | 3.13% | $197.93M | +11,409 | 0.54% |
| State Street Corp | 9,137,511 | 3.07% | $194.46M | +232,534 | 0.01% |
| Geode Capital Management, LLC | 5,996,904 | 2.02% | $127.64M | +170,940 | 0.01% |
| Charles Schwab Investment Management Inc | 5,101,426 | 1.71% | $108.56M | +25,096 | 0.01% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5,064,660 | 1.70% | $107.78M | – | 0.67% |
| JPMorgan Chase & Co | 4,936,155 | 1.66% | $107.22M | −16,890 | 0.01% |
| Deprince Race & Zollo Inc | 4,068,556 | 1.37% | $86.58M | −91,039 | 1.45% |
| Atlas FRM LLC | 3,940,000 | 1.32% | $83.84M | +3,460,000 | 3.59% |
| Pictet Asset Management Holding SA | 3,845,807 | 1.29% | $81.84M | −1,079,656 | 0.08% |
| Northern Trust Corp | 3,760,506 | 1.26% | $80.02M | −368,666 | 0.01% |
| Kopernik Global Investors, LLC | 3,268,598 | 1.10% | $69.56M | +1,082,095 | 4.26% |
| Ameriprise Financial Inc | 2,870,383 | 0.96% | $61.08M | +480,031 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 456 | 280M | 94.2% | 79 / 156 | 142 / 64 | 37M | 17M |
| Q1 2026 | 450 | 262M | 87.9% | 151 / 188 | 66 / 57 | 147M | 23M |
| Q4 2025 | 360 | 159M | 53.4% | 62 / 193 | 103 / 61 | 38M | 11M |
| Q3 2025 | 367 | 132M | 44.4% | 72 / 125 | 107 / 38 | 16M | 29M |
| Q2 2025 | 334 | 145M | 48.9% | 45 / 135 | 96 / 65 | 10M | 11M |
| Q1 2025 | 356 | 147M | 49.4% | 74 / 200 | 76 / 32 | 18M | 10M |
| Q4 2024 | 317 | 139M | 46.8% | 46 / 100 | 95 / 45 | 8M | 11M |
| Q3 2024 | 320 | 143M | 47.9% | 44 / 78 | 116 / 38 | 24M | 12M |
| Q2 2024 | 318 | 143M | 48.1% | 33 / 98 | 124 / 48 | 7M | 7M |
| Q1 2024 | 337 | 143M | 48.1% | 46 / 107 | 107 / 24 | 11M | 12M |
| Q4 2023 | 318 | 144M | 48.5% | 56 / 88 | 104 / 21 | 15M | 5M |
| Q3 2023 | 284 | 135M | 45.3% | 28 / 66 | 114 / 34 | 10M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RYN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Cohen & Steers Real Estate Securities Fund | 12,279,667 | 4.13% | $261.31M | 2.73% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 10,349,279 | 3.48% | $225.41M | 0.31% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 9,556,278 | 3.21% | $203.36M | 0.01% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 9,471,771 | 3.18% | $201.56M | 0.16% | Jun 30, 2026 |
| Undiscovered Managers Behavioral Value Fund | 7,509,514 | 2.52% | $159.80M | 1.77% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 6,900,056 | 2.32% | $146.83M | 0.08% | Jun 30, 2026 |
| T. Rowe Price Equity Income Fund | 6,465,000 | 2.17% | $137.58M | 0.78% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,369,180 | 1.47% | $92.98M | 0.14% | Jun 30, 2026 |
| Longleaf Partners Fund | 3,819,692 | 1.28% | $81.28M | 7.67% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,174,932 | 1.07% | $67.56M | 0.07% | Jun 30, 2026 |
| Longleaf Partners Global Fund | 2,493,301 | 0.84% | $53.06M | 7.66% | Jun 30, 2026 |
| Longleaf Partners Small Cap Fund | 2,333,668 | 0.78% | $49.66M | 7.71% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 1,966,372 | 0.66% | $41.08M | 0.41% | May 31, 2026 |
| Bridge Builder Large Cap Value Fund | 1,862,962 | 0.63% | $39.64M | 0.14% | Jun 30, 2026 |
| Vanguard Real Estate Ii Index Fund | 1,816,343 | 0.61% | $39.56M | 0.36% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark McHugh | President and CEO, Director | 405,409 | 0.14% | Apr 6, 2026 |
| Eric J. Cremers | Executive Chairman, Director | 709,583 | 0.24% | Mar 2, 2026 |
| Mark R. Bridwell | EVP, GC and Secretary | 135,111 | 0.05% | Sep 11, 2026 |
| Wayne Wasechek | EVP and CFO | 115,530 | 0.04% | Apr 21, 2026 |
| April J. Tice | SVP & Chief Accounting Officer | 80,121 | 0.03% | Apr 6, 2026 |
| Christopher T. Corr | SVP, Real Estate Development | 86,812 | 0.03% | Apr 6, 2026 |
| W. Rhett Rogers | EVP, Land Resources | 130,127 | 0.04% | Apr 6, 2026 |
| Ryan M. Daniels | Interim SVP, Wood Products | 54,600 | 0.02% | Mar 27, 2026 |
| Ashlee Townsend Cribb | EVP, Wood Products | 134,289 | 0.05% | Feb 9, 2026 |
| Robert L. Schwartz | SVP & Chief HR Officer | 140,022 | 0.05% | Feb 9, 2026 |
| Shelby L. Pyatt | SVP, Human Resources and IT | 91,148 | 0.03% | Feb 3, 2026 |
| Douglas M. Long | Executive VP & CRO | 191,146 | 0.06% | Feb 3, 2026 |
| Keith E. Bass | Director | 46,314 | 0.02% | Aug 31, 2026 |
| Scott R. Jones | Director | 67,901 | 0.02% | May 19, 2026 |
| Gregg A. Gonsalves | Director | 22,681 | 0.01% | May 19, 2026 |
| D. Mark Leland | Director | 64,007 | 0.02% | May 19, 2026 |
| Ann C. Nelson | Director | 44,614 | 0.01% | May 19, 2026 |
| Michael J. Covey | Director | 238,389 | 0.08% | May 19, 2026 |
| Linda M. Breard | Director | 66,514 | 0.02% | May 19, 2026 |
| Lenore M. Sullivan | Director | 67,472 | 0.02% | May 19, 2026 |
| V. Larkin Martin | Director | 34,599 | 0.01% | Dec 23, 2025 |
| Andrew G. Wiltshire | Director | 79,315 | 0.03% | May 19, 2025 |
| Meridee Moore | Director | 98,662 | 0.03% | May 19, 2025 |
| Matthew Justice Rivers | Director | 20,928 | 0.01% | May 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mark R. Bridwell EVP, GC and Secretary | Sep 10, 2026 | Sale | −5,318 | $20.19 | $107.37K | 131,661 |
| Keith E. Bass Director | Aug 28, 2026 | Award | +1,136 | $20.38 | $23.15K | 46,314 |
| Keith E. Bass Director | May 29, 2026 | Award | +1,047 | $20.89 | $21.87K | 45,178 |
| D. Mark Leland Director | May 15, 2026 | Award | +6,811 | $19.82 | $134.99K | 64,007 |
| Gregg A. Gonsalves Director | May 15, 2026 | Award | +6,811 | $19.82 | $134.99K | 22,681 |
| Lenore M. Sullivan Director | May 15, 2026 | Award | +6,811 | $19.82 | $134.99K | 67,472 |
| Michael J. Covey Director | May 15, 2026 | Award | +6,811 | $19.82 | $134.99K | 238,389 |
| Ann C. Nelson Director | May 15, 2026 | Award | +6,811 | $19.82 | $134.99K | 44,614 |
| Keith E. Bass Director | May 15, 2026 | Award | +6,811 | $19.82 | $134.99K | 44,131 |
| Scott R. Jones Director | May 15, 2026 | Award | +6,811 | $19.82 | $134.99K | 50,439 |
| Linda M. Breard Director | May 15, 2026 | Award | +6,811 | $19.82 | $134.99K | 66,514 |
| Wayne Wasechek EVP and CFO | Apr 20, 2026 | Sale(10b5-1 plan) | −2,920 | $21.17 | $61.82K | 115,530 |
| Mark R. Bridwell EVP, GC and Secretary | Apr 3, 2026 | Tax withholding | −817 | $21.10 | $17.24K | 136,979 |
| W. Rhett Rogers EVP, Land Resources | Apr 3, 2026 | Tax withholding | −965 | $21.10 | $20.36K | 125,917 |
| Mark McHugh President and CEO, Director | Apr 3, 2026 | Tax withholding | −1,929 | $21.10 | $40.70K | 405,365 |
| April J. Tice SVP & Chief Accounting Officer | Apr 3, 2026 | Tax withholding | −372 | $21.10 | $7.85K | 79,553 |
| Christopher T. Corr SVP, Real Estate Development | Apr 3, 2026 | Tax withholding | −534 | $21.10 | $11.27K | 86,166 |
| Mark McHugh President and CEO, Director | Apr 1, 2026 | Tax withholding | −1,412 | $20.86 | $29.45K | 424,266 |
| Mark McHugh President and CEO, Director | Apr 1, 2026 | Tax withholding | −7,716 | $20.86 | $160.96K | 416,550 |
| Mark McHugh President and CEO, Director | Apr 1, 2026 | Tax withholding | −4,288 | $20.86 | $89.45K | 412,262 |
| Mark McHugh President and CEO, Director | Apr 1, 2026 | Tax withholding | −4,968 | $20.86 | $103.63K | 407,294 |
| W. Rhett Rogers EVP, Land Resources | Apr 1, 2026 | Tax withholding | −589 | $20.86 | $12.29K | 133,200 |
| W. Rhett Rogers EVP, Land Resources | Apr 1, 2026 | Tax withholding | −3,858 | $20.86 | $80.48K | 129,342 |
| W. Rhett Rogers EVP, Land Resources | Apr 1, 2026 | Tax withholding | −1,099 | $20.86 | $22.93K | 128,243 |
| W. Rhett Rogers EVP, Land Resources | Apr 1, 2026 | Tax withholding | −1,361 | $20.86 | $28.39K | 126,882 |
| Mark R. Bridwell EVP, GC and Secretary | Apr 1, 2026 | Tax withholding | −530 | $20.86 | $11.06K | 142,943 |
| Mark R. Bridwell EVP, GC and Secretary | Apr 1, 2026 | Tax withholding | −3,265 | $20.86 | $68.11K | 139,678 |
| Mark R. Bridwell EVP, GC and Secretary | Apr 1, 2026 | Tax withholding | −872 | $20.86 | $18.19K | 138,806 |
| Mark R. Bridwell EVP, GC and Secretary | Apr 1, 2026 | Tax withholding | −1,010 | $20.86 | $21.07K | 137,796 |
| April J. Tice SVP & Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −236 | $20.86 | $4.92K | 83,787 |
| April J. Tice SVP & Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −1,484 | $20.86 | $30.96K | 82,303 |
| April J. Tice SVP & Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −1,061 | $20.86 | $22.13K | 81,242 |
| April J. Tice SVP & Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −1,317 | $20.86 | $27.47K | 79,925 |
| Christopher T. Corr SVP, Real Estate Development | Apr 1, 2026 | Tax withholding | −353 | $20.86 | $7.36K | 90,091 |
| Christopher T. Corr SVP, Real Estate Development | Apr 1, 2026 | Tax withholding | −2,137 | $20.86 | $44.58K | 87,954 |
| Christopher T. Corr SVP, Real Estate Development | Apr 1, 2026 | Tax withholding | −569 | $20.86 | $11.87K | 87,385 |
| Christopher T. Corr SVP, Real Estate Development | Apr 1, 2026 | Tax withholding | −685 | $20.86 | $14.29K | 86,700 |
| Ryan M. Daniels Interim SVP, Wood Products | Mar 20, 2026 | Award | +10,256 | $19.50 | $199.99K | 54,600 |
| Keith E. Bass Director | Feb 27, 2026 | Award | +1,017 | $21.49 | $21.86K | 37,320 |
| Eric J. Cremers Executive Chairman, Director | Feb 27, 2026 | Sale(10b5-1 plan) | −169,200 | $21.44 | $3.63M | 709,583 |
| W. Rhett Rogers EVP, Land Resources | Feb 2, 2026 | Award | +3,877 | $22.57 | $87.50K | 133,789 |
| Mark McHugh President and CEO, Director | Feb 2, 2026 | Award | +17,058 | – | – | 425,678 |
| April J. Tice SVP & Chief Accounting Officer | Feb 2, 2026 | Award | +111 | $22.57 | $2.51K | 84,023 |
| April J. Tice SVP & Chief Accounting Officer | Jan 30, 2026 | Award | +27,933 | – | – | 83,912 |
| W. Rhett Rogers EVP, Land Resources | Jan 30, 2026 | Award | +34,797 | – | – | 129,912 |
| Christopher T. Corr SVP, Real Estate Development | Jan 30, 2026 | Award | +18,164 | – | – | 90,444 |
| Shelby L. Pyatt SVP, Human Resources and IT | Jan 30, 2026 | Award | +16,459 | – | – | 86,491 |
| Douglas M. Long Executive VP & CRO | Jan 30, 2026 | Award | +46,896 | – | – | 173,658 |
| Mark R. Bridwell EVP, GC and Secretary | Jan 30, 2026 | Award | +27,411 | – | – | 143,473 |
| Mark McHugh President and CEO, Director | Jan 30, 2026 | Award | +113,687 | – | – | 408,620 |
| W. Rhett Rogers SVP, Portfolio Management | Jan 2, 2026 | Award | +17,932 | – | – | 95,115 |
| Shelby L. Pyatt SVP, Human Resources and IT | Jan 2, 2026 | Award | +8,382 | – | – | 70,032 |
| Mark R. Bridwell SVP, GC and Secretary | Jan 2, 2026 | Award | +14,461 | – | – | 116,062 |
| Christopher T. Corr SVP, Real Estate Development | Jan 2, 2026 | Award | +9,486 | – | – | 72,280 |
| April J. Tice SVP & CFO | Jan 2, 2026 | Award | +6,363 | – | – | 55,979 |
| Mark McHugh President and CEO, Director | Jan 2, 2026 | Award | +65,479 | – | – | 294,933 |
| Keith E. Bass Director | Nov 28, 2025 | Award | +984 | $22.21 | $21.85K | 33,365 |
| Christopher T. Corr SVP, Real Estate Development | Nov 19, 2025 | Sale | −14,255 | $21.12 | $301.07K | 57,290 |
| Keith E. Bass Director | Aug 29, 2025 | Award | +832 | $26.28 | $21.86K | 32,381 |
| Keith E. Bass Director | May 30, 2025 | Award | +923 | $23.70 | $21.88K | 31,549 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ryan M. Daniels Officer | Oct 2, 2026 | 14 | $255 | Oct 2, 2026 | Restricted Stock Vesting |
| Ryan M. Daniels Officer | Sep 30, 2026 | 887 | $16.46K | Sep 30, 2026 | Restricted Stock Vesting |
| R. Bridwell Mark OFFICER | Sep 10, 2026 | 5,318 | $108.81K | Sep 10, 2026 | PERFORMANCE SHARE AWARD |
| Michele Tyler Former Officer | Aug 10, 2026 | 39,768 | $852.75K | Aug 10, 2026 | Restricted Stock Vesting |
| Ashlee Townsend Cribb Former Officer | May 15, 2026 | 12,500 | $248.13K | May 15, 2026 | Restricted Stock Vesting |
| William R. DeReu Former Officer | Apr 21, 2026 | 30,329 | $652.72K | Apr 21, 2026 | Restricted Stock Vesting |
| Wayne Wasechek Officer | Apr 20, 2026 | 2,920 | $61.80K | Apr 20, 2026 | Restricted Stock Vesting |
| Glen F. Smith Former Officer | Apr 6, 2026 | 120 | $2.52K | Apr 6, 2026 | Restricted Stock Vesting |
| Glen F. Smith Former Officer | Mar 24, 2026 | 9,182 | $184.40K | Mar 24, 2026 | Restricted Stock Vesting |
| Moore Meridee Former Director | Mar 9, 2026 | 23,513 | $506.71K | Mar 9, 2026 | Director Compensation |
| Moore Meridee Director | Mar 2, 2026 | 84,135 | $1.81M | Mar 2, 2026 | Dividend Reinvestment |
| Darin Robert Ball Officer | Feb 27, 2026 | 24,407 | $523.23K | Feb 27, 2026 | Restricted Stock Vesting |
| Eric J. Cremers Director | Feb 27, 2026 | 169,200 | $3.63M | Feb 27, 2026 | Restricted Stock Vesting |
| Thomas Corr Christopher OFFICER | Nov 19, 2025 | 14,255 | $306.20K | Nov 18, 2025 | RESTRICTED SHARE AWARD |
| V. Larkin Martin Director | Sep 12, 2024 | 11,998 | $367.86K | Sep 12, 2024 | Restricted Stock Unit Award |