Position in CCI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$67,096
-$4,944 QoQ
Shares Held
886
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#691
of 923 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $6,015,380 across 7 REIT - Specialty names. CCI ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
31,353 | $5,128,410 | |
| 2 | EQIX |
Equinix Inc
|
529 | $551,424 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
720 | $129,297 | |
| 4 | CCI |
Crown Castle Inc.
This page
|
886 | $67,096 | |
| 5 | SBAC |
Sba Communications Corp
|
310 | $54,702 | |
| 6 | IRM |
Iron Mountain Inc
|
390 | $49,260 | |
| 7 | WY |
Weyerhaeuser Co
|
1,470 | $35,191 |
All Filings in CCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,096 | 886 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $72,040 | 886 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $78,738 | 886 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $85,490 | 886 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $91,018 | 886 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $92,347 | 886 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $72,880 | 803 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $172,606 | 1,455 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $202,141 | 2,069 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $226,899 | 2,144 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $84,779 | 736 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $68,562 | 745 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $82,264 | 722 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $98,506 | 736 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $99,831 | 736 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $104,654 | 724 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $123,927 | 736 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $135,865 | 736 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $197,676 | 947 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $405,222 | 2,338 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $455,948 | 2,337 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $717,437 | 4,168 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $43,956 | 264 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||