Position in CCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,846
-$32 QoQ
Shares Held
64
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#844
of 925 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $15,614 across 9 REIT - Specialty names. CCI ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6 | $6,254 | |
| 2 | CCI |
Crown Castle Inc.
This page
|
64 | $4,846 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
51 | $1,670 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
6 | $1,077 | |
| 5 | AMT |
American Tower Corp /Ma/
|
3 | $490 | |
| 6 | UNIT |
Uniti Group Inc.
|
42 | $481 | |
| 7 | IRM |
Iron Mountain Inc
|
3 | $378 | |
| 8 | WY |
Weyerhaeuser Co
|
11 | $263 |
All Filings in CCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,846 | 64 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,878 | 60 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,332 | 60 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,789 | 60 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,163 | 60 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,253 | 60 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,445 | 60 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $109,020 | 919 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,862 | 60 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,349 | 60 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,911 | 60 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,521 | 60 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,836 | 60 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $23,422 | 175 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $28,077 | 207 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $25,296 | 175 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $44,452 | 264 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,291 | 72 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $42,374 | 203 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $23,744 | 137 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,341 | 12 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $90,540 | 526 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $33,111 | 208 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $31,302 | 188 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,730 | 94 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||