Position in CCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,704,433
-$1,512,878 QoQ
Shares Held
207,374
-2.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#142
of 929 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 89%
Shared 1%
None 9%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $207,326,104 across 15 REIT - Specialty names. CCI ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
391,017 | $63,958,650 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
219,189 | $39,361,960 | |
| 3 | RYN |
Rayonier Inc
|
1,279,401 | $27,225,653 | |
| 4 | IRM |
Iron Mountain Inc
|
211,460 | $26,709,512 | |
| 5 | CCI |
Crown Castle Inc.
This page
|
207,374 | $15,704,433 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
240,661 | $10,716,634 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
52,476 | $8,185,206 | |
| 8 | EQIX |
Equinix Inc
|
6,069 | $6,326,264 |
All Filings in CCI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,704,433 | 207,374 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,217,311 | 211,749 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,630,107 | 29,595 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,598,935 | 16,571 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,029,842 | 19,759 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,093,998 | 10,496 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,427,654 | 15,730 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $6,550,629 | 55,219 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,307,650 | 54,326 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,358,926 | 41,188 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,013,255 | 26,159 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||