Position in CCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$201,366
-$27,359 QoQ
Shares Held
2,659
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#644
of 924 holders
Holding Since
Dec 2020
23 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, 2026Institute for Wealth Management, LLC. holds $1,036,068 across 11 REIT - Specialty names. CCI ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
11,022 | $263,866 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,446 | $236,522 | |
| 3 | CCI |
Crown Castle Inc.
This page
|
2,659 | $201,366 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
724 | $130,015 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
509 | $79,393 | |
| 6 | IRM |
Iron Mountain Inc
|
249 | $31,451 | |
| 7 | EQIX |
Equinix Inc
|
30 | $31,271 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
658 | $29,300 |
All Filings in CCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,366 | 2,659 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $228,725 | 2,813 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $271,142 | 3,051 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $318,802 | 3,304 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $343,940 | 3,348 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $356,049 | 3,416 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $316,207 | 3,484 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $423,627 | 3,571 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $350,059 | 3,583 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $389,666 | 3,682 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $401,091 | 3,482 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $341,063 | 3,706 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $424,426 | 3,725 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $516,488 | 3,859 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $543,102 | 4,004 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $694,996 | 4,808 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $812,433 | 4,825 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $902,509 | 4,889 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $989,218 | 4,739 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $823,963 | 4,754 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $922,627 | 4,729 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $744,117 | 4,323 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $563,532 | 3,540 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||