Sowell Financial Services LLC
Position in STAG — STAG Industrial, Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in STAG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$271,443
+$19,204 QoQ
Shares Held
7,132
+2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#349
of 541 holders
Holding Since
Jun 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Sowell Financial Services LLC holds $5,996,468 across 3 REIT - Industrial names. STAG ranks #3 (4.5% of the industry book) .
All Filings in STAG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,443 | 7,132 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $252,239 | 6,995 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $255,004 | 6,937 | Shares | Sole | 2026-01-21 | |
| 2020-06-30 | $5,922 | 202 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||