Position in CCI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$149,491
-$785,411 QoQ
Shares Held
1,974
-82.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#659
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $5,826,184 across 12 REIT - Specialty names. CCI ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
25,220 | $4,125,235 | |
| 2 | EQIX |
Equinix Inc
|
418 | $435,719 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,391 | $429,375 | |
| 4 | IRM |
Iron Mountain Inc
|
2,791 | $352,531 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
1,707 | $266,257 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
1,974 | $149,491 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
609 | $27,118 | |
| 8 | SBAC |
Sba Communications Corp
|
140 | $24,704 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,491 | 1,974 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $934,902 | 11,498 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,007,074 | 11,332 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,073,258 | 11,123 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,060,276 | 10,321 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,078,780 | 10,350 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,762,286 | 19,417 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,530,259 | 21,329 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,828,553 | 18,716 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,506,160 | 23,681 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,822,234 | 33,182 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,293,383 | 46,652 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $5,524,494 | 48,486 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $6,843,774 | 51,134 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $6,670,639 | 49,179 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $5,715,651 | 39,541 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $6,136,440 | 36,444 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $6,742,515 | 36,525 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $6,270,967 | 30,042 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $4,382,569 | 25,286 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,797,509 | 24,590 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $5,233,440 | 30,404 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,140,468 | 13,446 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $2,271,892 | 13,645 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $386,076 | 2,307 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $298,763 | 2,069 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||