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Rayonier Inc.

RYN Real Estate
$20.22 $-0.15 (-0.74%)
Market Cap: $6.11 B
Gurus Holding
6
Popularity Rank
#1516
% of Shares Held
5.55%
Net Activity (Q4 2025)
+$17.07 M

Guru Ownership Trend

Guru Analysis for Rayonier Inc. (RYN)

Rayonier Inc. (RYN), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $183.2 M.

Top institutional holders include Mason Hawkins and Cliff Asness.

Notably, Mason Hawkins has expressed high conviction in this stock, allocating 5.48% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $17.07 M net inflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Cliff Asness reduced exposure by 25.0%.

Key Holders

Top 5 by Value

$122.95 M
$35.65 M
$16.52 M
$341,492

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$35.93 M
Total Buy Value
New Buys 1
Additions 2
-$18.86 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Rayonier Inc. (RYN)

Major holders include Mason Hawkins ($122.95 M), Cliff Asness ($35.65 M), Renaissance Technologies ($20.34 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 9.06 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $17.07 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited RYN. The total reported sell value was $18.86 M.

Yes, 1 managers opened new positions in RYN, and 2 increased their existing holdings. The total reported buy value was $35.93 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
5.48% Add 26.3% 5,678,941 $122.95 M Q4 2025
0.02% Reduce -25.0% 1,648,201 $35.65 M Q4 2025
0.03% Add 97.0% 939,619 $20.34 M Q4 2025
0.06% Reduce -20.6% 762,980 $16.52 M Q4 2025
0.00% Reduce -22.5% 15,773 $341,492 Q4 2025
0.00% New Buy 14,775 $319,879 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form