Sowell Financial Services LLC

Position in WY — Weyerhaeuser Co

CIK 1633697 NORTH LITTLE ROCK, AR

Position in WY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,007,033

-$6,145 QoQ

Shares Held

83,836

+1.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#278

of 896 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Sowell Financial Services LLC holds $3,868,578 across 5 REIT - Specialty names. WY ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	83,836	$2,007,033
2	GLPI	Gaming & Leisure Properties, Inc.	18,408	$819,708
3	IRM	Iron Mountain Inc	3,364	$424,906
4	AMT	American Tower Corp /Ma/	2,478	$405,326
5	EQIX	Equinix Inc	203	$211,605

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,007,033	83,836	+1.7%	Shares	Sole	2026-07-20
2026-03-31	$2,013,178	82,406	+3.6%	Shares	Sole	2026-04-20
2025-12-31	$1,884,705	79,557	+5.5%	Shares	Sole	2026-01-21
2025-09-30	$1,869,934	75,431	-0.3%	Shares	Sole	2025-10-17
2025-06-30	$1,944,244	75,681	+0.1%	Shares	Sole	2025-07-14
2025-03-31	$2,213,333	75,592	+3.2%	Shares	Sole	2025-04-17
2024-12-31	$2,061,846	73,245	-12.7%	Shares	Sole	2025-02-07
2024-09-30	$2,839,702	83,866	-1.4%	Shares	Sole	2024-10-04
2024-06-30	$2,414,995	85,065	-5.8%	Shares	Sole	2024-08-13
2024-03-31	$3,244,073	90,339	-0.9%	Shares	Sole	2024-05-03
2023-12-31	$3,170,641	91,189	+9.0%	Shares	Sole	2024-01-24
2023-09-30	$2,564,954	83,658	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$2,821,843	84,209	+24.5%	Shares	Sole	2023-08-14
2023-03-31	$2,037,932	67,638	-23.4%	Shares	Sole	2023-05-12
2022-12-31	$2,737,021	88,291	+11.5%	Shares	Sole	2023-02-09
2022-09-30	$2,261,352	79,179	+6.2%	Shares	Sole	2022-11-15
2022-06-30	$2,469,493	74,562	+53.5%	Shares	Sole	2022-08-15
2021-12-31	$2,000,730	48,585	-31.7%	Shares	Sole	2022-02-09
2021-09-30	$2,530,912	71,153	+4.6%	Shares	Sole	2021-11-04
2021-06-30	$2,340,284	67,992	-50.4%	Shares	Sole	2021-08-05
2021-03-31	$4,883,750	137,184	+4.2%	Shares	Sole	2021-05-07
2020-12-31	$4,413,956	131,642	+3.7%	Shares	Sole	2021-01-13
2020-09-30	$3,620,785	126,956	+6.3%	Shares	Sole	2020-11-12
2020-06-30	$2,683,116	119,462	+271.4%	Shares	Sole	2020-08-13
2020-03-31	$545,162	32,163	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.