Position in CCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$447,791
-$157,561 QoQ
Shares Held
5,913
-20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#540
of 925 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $11,380,258 across 10 REIT - Specialty names. CCI ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
24,775 | $4,052,446 | |
| 2 | EQIX |
Equinix Inc
|
2,108 | $2,197,358 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
6,769 | $1,215,577 | |
| 4 | IRM |
Iron Mountain Inc
|
7,902 | $998,101 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
4,732 | $738,097 | |
| 6 | EPR |
Epr Properties
|
11,146 | $646,579 | |
| 7 | WY |
Weyerhaeuser Co
|
26,593 | $636,636 | |
| 8 | CCI |
Crown Castle Inc.
This page
|
5,913 | $447,791 |
All Filings in CCI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,791 | 5,913 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $605,352 | 7,445 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $588,230 | 6,619 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,089,275 | 11,289 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,039,730 | 10,121 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $965,169 | 9,260 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $721,723 | 7,952 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,079,888 | 9,103 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $844,323 | 8,642 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $942,310 | 8,904 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $917,833 | 7,968 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $642,001 | 6,976 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $671,220 | 5,891 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $715,776 | 5,348 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $730,150 | 5,383 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $798,457 | 4,742 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $699,818 | 3,791 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $906,766 | 4,344 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $311,282 | 1,796 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $357,618 | 1,833 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $296,235 | 1,721 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $309,942 | 1,947 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $248,085 | 1,490 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $247,845 | 1,481 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||