Sound Income Strategies, LLC RLJ/PRA CUM CONV PFD ARLJ LODGING TR

Ownership history in Sound Income Strategies, LLC  ·  8 quarters on record

AI Ownership Summary

Sound Income Strategies, LLC reported CUM CONV PFD ARLJ LODGING TR (RLJ/PRA) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows RLJ/PRA at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RLJ/PRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sound Income Strategies, LLC's position in CUM CONV PFD ARLJ LODGING TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RLJ/PRA was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sound Income Strategies, LLC held RLJ/PRA — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 27,438 -1,197 -4.2% 0.03% $673K 2026-07-20
2026 Q1 REDUCED 28,635 -670 -2.3% 0.03% $697K 2026-04-27
2025 Q4 ADDED 29,305 +28,578 +3930.9% 0.03% $736K 2026-01-21
2025 Q3 REDUCED 727 -368 -33.6% 0.00% $18K 2025-10-10
2025 Q2 ADDED 1,095 +674 +160.1% 0.00% $26K 2025-07-17
2025 Q1 REDUCED 421 -791 -65.3% 0.00% $10K 2025-04-17
2024 Q4 ADDED 1,212 +212 +21.2% 0.00% $30K 2025-01-21
2024 Q3 INITIATED 1,000 0.00% $26K 2024-10-10

FAQ About Sound Income Strategies, LLC and RLJ/PRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sound Income Strategies, LLC reported owning RLJ/PRA?

Sound Income Strategies, LLC reported RLJ/PRA across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported RLJ/PRA position in Sound Income Strategies, LLC's portfolio?

The largest reported portfolio weight for RLJ/PRA was 0.03% in 2025 Q4.

What is the latest reported RLJ/PRA position on this page?

The most recent filing on this page is 2026 Q2, when Sound Income Strategies, LLC reported 27,438 shares, equal to 0.03% of portfolio, with an estimated market value of $673K.

What does the chart on this RLJ/PRA ownership page compare?

The chart compares Sound Income Strategies, LLC's quarterly RLJ/PRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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