Position in CCI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,427,889
-$470,862 QoQ
Shares Held
18,855
-19.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#384
of 925 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $64,272,779 across 9 REIT - Specialty names. CCI ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
172,265 | $21,758,792 | |
| 2 | AMT |
American Tower Corp /Ma/
|
99,063 | $16,203,734 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,700 | $14,459,346 | |
| 4 | EQIX |
Equinix Inc
|
4,933 | $5,142,109 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
22,538 | $4,047,374 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
18,855 | $1,427,889 | |
| 7 | SBAC |
Sba Communications Corp
|
2,418 | $426,680 | |
| 8 | EPR |
Epr Properties
|
7,159 | $415,293 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,427,889 | 18,855 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,898,751 | 23,352 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,198,732 | 24,741 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,143,547 | 32,579 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,622,362 | 35,261 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,692,868 | 35,430 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,969,757 | 32,721 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,750,538 | 40,045 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,149,416 | 42,471 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,786,902 | 45,232 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,858,067 | 59,537 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,426,164 | 145,889 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,589,436 | 145,598 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,296,248 | 144,174 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $18,883,529 | 139,218 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $19,839,198 | 137,248 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,075,973 | 137,047 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $25,590,913 | 138,629 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $28,063,840 | 134,444 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,069,931 | 133,106 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,105,745 | 133,807 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $22,565,382 | 131,095 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $19,986,304 | 125,550 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $20,782,030 | 124,817 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $20,779,012 | 124,165 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,320,750 | 126,875 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||