Position in CCI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$285,880
-$13,015 QoQ
Shares Held
3,775
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#596
of 925 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $8,237,922 across 9 REIT - Specialty names. CCI ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
28,494 | $3,599,077 | |
| 2 | AMT |
American Tower Corp /Ma/
|
11,277 | $1,844,578 | |
| 3 | WY |
Weyerhaeuser Co
|
33,901 | $811,589 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
3,117 | $559,750 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,276 | $355,010 | |
| 6 | EQIX |
Equinix Inc
|
298 | $310,632 | |
| 7 | CCI |
Crown Castle Inc.
This page
|
3,775 | $285,880 | |
| 8 | SBAC |
Sba Communications Corp
|
1,487 | $262,396 |
All Filings in CCI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,880 | 3,775 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $298,895 | 3,676 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $337,811 | 3,501 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $345,275 | 3,361 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $310,573 | 2,618 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $261,445 | 2,676 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $409,138 | 3,866 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $428,276 | 3,718 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $323,669 | 3,517 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $397,764 | 3,491 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $521,574 | 3,897 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $483,285 | 3,563 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $500,432 | 3,462 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $508,507 | 3,020 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $565,983 | 3,066 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $621,418 | 2,977 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $525,506 | 3,032 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $616,906 | 3,162 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $646,692 | 3,757 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $574,675 | 3,610 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $385,114 | 2,313 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||