Position in CCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$400,460
-$74,796 QoQ
Shares Held
5,288
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#554
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, 2026Allworth Financial LP holds $33,361,029 across 16 REIT - Specialty names. CCI ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
74,559 | $9,417,547 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
44,829 | $8,050,391 | |
| 3 | AMT |
American Tower Corp /Ma/
|
46,849 | $7,663,090 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
75,746 | $3,372,969 | |
| 5 | EQIX |
Equinix Inc
|
2,668 | $2,781,096 | |
| 6 | WY |
Weyerhaeuser Co
|
36,963 | $884,894 | |
| 7 | CCI |
Crown Castle Inc.
This page
|
5,288 | $400,460 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
2,089 | $325,842 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,460 | 5,288 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $475,256 | 5,845 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $516,334 | 5,810 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $729,367 | 7,559 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $957,238 | 9,318 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $706,366 | 6,777 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,482,630 | 60,408 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $441,778 | 3,724 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $365,300 | 3,739 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $425,224 | 4,018 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $408,693 | 3,548 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $324,957 | 3,531 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $444,593 | 3,902 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $673,214 | 5,030 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $533,200 | 3,931 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $421,363 | 2,915 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $499,415 | 2,966 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $540,878 | 2,930 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $618,287 | 2,962 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $504,881 | 2,913 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $283,675 | 1,454 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $288,317 | 1,675 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $100,130 | 629 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $76,590 | 460 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $89,030 | 532 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $57,326 | 397 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||