Position in CCI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$69,669,176
-$13,316,785 QoQ
Shares Held
919,968
-9.9% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#63
of 931 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $690,035,122 across 14 REIT - Specialty names. CCI ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,103,567 | $180,510,454 | |
| 2 | EQIX |
Equinix Inc
|
149,299 | $155,627,784 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
517,570 | $92,945,220 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
461,941 | $72,053,557 | |
| 5 | CCI |
Crown Castle Inc.
This page
|
919,968 | $69,669,176 | |
| 6 | IRM |
Iron Mountain Inc
|
204,397 | $25,817,385 | |
| 7 | WY |
Weyerhaeuser Co
|
844,307 | $20,212,709 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
449,743 | $20,027,055 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,669,176 | 919,968 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $82,985,961 | 1,020,612 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $84,060,000 | 945,876 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $98,453,089 | 1,020,345 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $106,118,959 | 1,032,989 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $111,293,562 | 1,067,769 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $139,479,332 | 1,536,793 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $203,644,528 | 1,716,636 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $162,490,732 | 1,663,160 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $188,800,614 | 1,783,999 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $208,760,219 | 1,812,312 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $165,910,395 | 1,802,786 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $179,902,714 | 1,578,925 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $209,018,329 | 1,561,703 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $213,819,911 | 1,576,378 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $217,276,574 | 1,503,124 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $234,031,362 | 1,389,900 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $240,207,981 | 1,301,235 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $250,066,762 | 1,197,982 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $191,946,007 | 1,107,466 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $206,887,942 | 1,060,420 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $182,560,905 | 1,060,599 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $101,748,676 | 639,165 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $105,548,179 | 633,923 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $101,549,486 | 606,809 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $81,381,818 | 563,586 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||