NYSE · Real Estate

RAYONIER INC RYN

Rayonier Inc. is a land resources real estate investment trust (REIT) with a portfolio comprising over four million acres in the U.S. South and U.S. Northwest.

Real Estate Investment Trusts

Company profile

Business mix

  • The company is focused on managing its timberlands on a sustainable basis while optimizing its overall portfolio value by delivering land to its highest and best use.
  • Rayonier also operates six sawmills, an industrial-grade plywood mill, residential and commercial real estate developments, and a rural land sales program.
  • Rayonier is committed to corporate responsibility, third-party forest certification, and supporting climate change mitigation through its land-based solutions business.
  • Rayonier Inc. was incorporated in 1926 in North Carolina and is based in Yulee, Florida.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in reit - specialty?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 61.45 FCF N/A Buyback -20.15%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Southeastern Asset Management Mason Hawkins 10.9% $221.9M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $232.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +4057.4% +11,248,393 / 277,230
Southeastern Asset Management Mason Hawkins 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$119.3M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 26.3% 13F value change +$3.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 89.5% 13F value change +$99.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +10,762,643 (New) Total shares 10,762,643 Value $221.9M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 246.6% 13F value change +$19.3M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -20.6% 13F value change -$9.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 277,230 Last 4 periods +485,750 (+175.2%) Total shares 762,980 Value $16.5M

Recent mentions

No public mentions.