SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in CCI — Crown Castle Inc.

CIK 1008895 CEDARBURG, WI

Position in CCI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$226,205

-$122,289 QoQ

Shares Held

2,987

-30.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#629

of 925 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $2,449,964 across 3 REIT - Specialty names. CCI ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	11,799	$1,929,962
2	IRM	Iron Mountain Inc	2,326	$293,797
3	CCI	Crown Castle Inc. This page	2,987	$226,205

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,205	2,987	-30.3%	Shares	Sole	2026-07-29
2026-03-31	$348,494	4,286	-14.7%	Shares	Sole	2026-04-29
2025-12-31	$446,660	5,026	-21.6%	Shares	Sole	2026-01-28
2025-09-30	$618,886	6,414	-0.8%	Shares	Sole	2025-10-27
2025-06-30	$664,354	6,467	-6.5%	Shares	Sole	2025-08-01
2025-03-31	$720,541	6,913	-8.5%	Shares	Sole	2025-05-21
2024-12-31	$685,964	7,558	-13.1%	Shares	Sole	2025-01-27
2024-09-30	$1,032,318	8,702	-10.9%	Shares	Sole	2024-10-23
2024-06-30	$954,040	9,765	-7.8%	Shares	Sole	2024-07-29
2024-03-31	$1,121,374	10,596	-2.9%	Shares	Sole	2024-04-26
2023-12-31	$1,257,414	10,916	-9.1%	Shares	Sole	2024-01-29
2023-09-30	$1,105,556	12,013	-5.4%	Shares	Sole	2023-10-20
2023-06-30	$1,447,265	12,702	-0.1%	Shares	Sole	2023-07-26
2023-03-31	$1,701,775	12,715	-2.2%	Shares	Sole	2023-04-28
2022-12-31	$1,763,998	13,005	+2.9%	Shares	Sole	2023-02-01
2022-09-30	$1,827,112	12,640	-1.2%	Shares	Sole	2022-10-24
2022-06-30	$2,153,411	12,789	-0.4%	Shares	Sole	2022-08-24
2022-03-31	$2,369,894	12,838	-2.5%	Shares	Sole	2022-05-06
2021-12-31	$2,749,523	13,172	+1.2%	Shares	Sole	2022-02-01
2021-09-30	$2,255,759	13,015	-0.7%	Shares	Sole	2021-10-27
2021-06-30	$2,557,565	13,109	-1.4%	Shares	Sole	2021-07-26
2021-03-31	$2,287,435	13,289	+22.5%	Shares	Sole	2021-04-30
2020-12-31	$1,726,733	10,847	+2.4%	Shares	Sole	2021-02-01
2020-09-30	$1,763,568	10,592	-8.6%	Shares	Sole	2020-10-28
2020-06-30	$1,939,921	11,592	0.0%	Shares	Sole	2020-07-29
2020-03-31	$1,673,884	11,592	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.