Position in CCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,872,073
+$1,074,685 QoQ
Shares Held
51,130
+48.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#268
of 925 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 21%
None 33%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $107,156,928 across 16 REIT - Specialty names. CCI ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
30,383 | $31,670,934 | |
| 2 | AMT |
American Tower Corp /Ma/
|
159,737 | $26,128,180 | |
| 3 | IRM |
Iron Mountain Inc
|
94,727 | $11,964,967 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
43,969 | $7,895,952 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
47,014 | $7,333,242 | |
| 6 | WY |
Weyerhaeuser Co
|
255,190 | $6,109,248 | |
| 7 | CCI |
Crown Castle Inc.
This page
|
51,130 | $3,872,073 | |
| 8 | SBAC |
Sba Communications Corp
|
21,056 | $3,715,540 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,872,073 | 51,130 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,797,388 | 34,404 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,091,785 | 34,790 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,028,865 | 52,118 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $5,724,012 | 55,719 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,207,417 | 59,555 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,643,910 | 62,185 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,056,570 | 76,343 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,682,915 | 58,167 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,969,030 | 131,995 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,557,119 | 74,287 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,391,573 | 80,317 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,622,262 | 128,333 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,659,479 | 221,604 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,340,497 | 223,684 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $5,278,098 | 36,514 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,430,263 | 38,189 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,029,589 | 32,663 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $6,133,407 | 29,383 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,435,952 | 25,594 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,305,549 | 27,194 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,922,918 | 28,600 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $4,332,355 | 27,215 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,317,345 | 25,930 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $355,953 | 2,127 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $237,249 | 1,643 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||