Position in RC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$64,118
+$2,850 QoQ
Shares Held
36,639
-3.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 232 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Sowell Financial Services LLC holds $4,616,462 across 4 REIT - Mortgage names. RC ranks #4 (1.4% of the industry book) .
All Filings in RC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,118 | 36,639 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $61,268 | 37,820 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $82,901 | 38,028 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $172,768 | 44,643 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $222,677 | 50,956 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $268,563 | 52,763 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $314,893 | 46,172 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $344,471 | 45,147 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $384,075 | 46,953 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $442,101 | 48,423 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $492,799 | 48,078 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $500,222 | 49,478 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $555,822 | 49,275 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $494,180 | 48,592 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $542,083 | 48,661 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $484,012 | 47,733 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $582,780 | 48,891 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $328,353 | 21,803 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $727,764 | 46,562 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $718,455 | 49,789 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $350,409 | 22,080 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $303,104 | 22,586 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||