Creative Planning

Position in CCI — Crown Castle Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CCI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,123,361

-$518,008 QoQ

Shares Held

67,653

-2.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#235

of 925 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Creative Planning holds $155,363,585 across 16 REIT - Specialty names. CCI ranks #8 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	250,046	$44,903,260
2	AMT	American Tower Corp /Ma/	176,000	$28,788,319
3	EQIX	Equinix Inc	26,176	$27,285,599
4	IRM	Iron Mountain Inc	139,922	$17,673,546
5	GLPI	Gaming & Leisure Properties, Inc.	196,432	$8,747,116
6	EPR	Epr Properties	123,391	$7,157,911
7	LAMR	Lamar Advertising Co/New	33,620	$5,244,046
8	CCI	Crown Castle Inc. This page	67,653	$5,123,361

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,123,361	67,653	-2.5%	Shares	Defined	2026-08-13
2026-03-31	$5,641,369	69,381	-11.0%	Shares	Sole	2026-05-12
2025-12-31	$6,929,016	77,968	+2.8%	Shares	Sole	2026-02-17
2025-09-30	$7,315,388	75,815	+11.3%	Shares	Defined	2025-11-14
2025-06-30	$7,000,432	68,144	+8.0%	Shares	Sole	2025-08-08
2025-03-31	$6,574,098	63,073	+2.7%	Shares	Sole	2025-05-15
2024-12-31	$5,573,026	61,404	-23.8%	Shares	Defined	2025-02-14
2024-09-30	$9,557,188	80,563	-0.2%	Shares	Defined	2024-10-11
2024-06-30	$7,889,658	80,754	-3.7%	Shares	Defined	2024-08-15
2024-03-31	$8,872,258	83,835	+18.8%	Shares	Sole	2024-05-13
2023-12-31	$8,128,035	70,562	-69.8%	Shares	Defined	2024-02-14
2023-09-30	$21,487,348	233,482	+73.0%	Shares	Defined	2023-11-16
2023-06-30	$15,373,353	134,925	-1.1%	Shares	Defined	2023-07-21
2023-03-31	$18,251,091	136,365	+0.4%	Shares	Sole	2023-05-15
2022-12-31	$18,426,965	135,852	-5.1%	Shares	Sole	2023-02-10
2022-09-30	$20,698,114	143,190	-2.9%	Shares	Sole	2022-11-03
2022-06-30	$24,833,524	147,485	+57.8%	Shares	Sole	2022-08-15
2022-03-31	$17,249,208	93,441	+283.5%	Shares	Sole	2022-05-16
2021-12-31	$5,086,158	24,366	-11.5%	Shares	Sole	2022-02-11
2021-09-30	$4,771,499	27,530	+1.6%	Shares	Sole	2021-11-10
2021-06-30	$5,288,185	27,105	-7.3%	Shares	Sole	2021-08-04
2021-03-31	$5,035,146	29,252	+9.2%	Shares	Sole	2021-04-30
2020-12-31	$4,265,177	26,793	+122.8%	Shares	Sole	2021-01-29
2020-09-30	$2,002,495	12,027	-16.6%	Shares	Sole	2020-11-05
2020-06-30	$2,412,684	14,417	+34.2%	Shares	Sole	2020-07-23
2020-03-31	$1,550,711	10,739	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.