Position in CCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$27,303,921
-$2,570,917 QoQ
Shares Held
360,543
-1.9% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#104
of 925 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $408,603,242 across 18 REIT - Specialty names. CCI ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
863,324 | $141,213,906 | |
| 2 | IRM |
Iron Mountain Inc
|
640,383 | $80,886,776 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
271,739 | $48,798,889 | |
| 4 | EQIX |
Equinix Inc
|
37,893 | $39,499,284 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
178,996 | $27,919,796 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
360,543 | $27,303,921 | |
| 7 | WY |
Weyerhaeuser Co
|
817,820 | $19,578,610 | |
| 8 | RYN |
Rayonier Inc
|
306,355 | $6,519,234 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,303,921 | 360,543 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $29,874,838 | 367,419 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $38,572,957 | 434,038 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $43,282,326 | 448,568 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,693,405 | 435,057 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,409,137 | 445,257 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $42,924,034 | 472,940 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $56,285,071 | 474,459 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $42,945,989 | 439,570 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $76,725,162 | 724,985 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $82,627,169 | 717,312 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $77,009,323 | 836,785 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $90,308,274 | 792,595 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $99,487,287 | 743,330 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $92,499,291 | 681,947 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $84,888,866 | 587,263 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $88,689,113 | 526,720 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $82,248,714 | 445,551 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $86,226,319 | 413,080 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $65,082,873 | 375,507 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $65,984,966 | 338,211 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $60,933,675 | 353,998 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $46,908,039 | 294,667 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $39,928,198 | 239,809 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $34,349,591 | 205,256 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $26,624,472 | 184,380 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||