Position in CCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$77,623
-$13,850 QoQ
Shares Held
1,025
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#678
of 925 holders
Holding Since
Mar 2020
26 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, 2026Colonial Trust Advisors holds $291,720 across 9 REIT - Specialty names. CCI ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
139 | $144,892 | |
| 2 | CCI |
Crown Castle Inc.
This page
|
1,025 | $77,623 | |
| 3 | IRM |
Iron Mountain Inc
|
300 | $37,893 | |
| 4 | RYN |
Rayonier Inc
|
475 | $10,108 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
50 | $8,979 | |
| 6 | WY |
Weyerhaeuser Co
|
200 | $4,788 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
91 | $4,052 | |
| 8 | AMT |
American Tower Corp /Ma/
|
20 | $3,271 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,623 | 1,025 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $91,473 | 1,125 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $106,910 | 1,203 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $116,077 | 1,203 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $144,130 | 1,403 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $163,224 | 1,566 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $171,627 | 1,891 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $277,712 | 2,341 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $262,910 | 2,691 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $297,805 | 2,814 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $325,987 | 2,830 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $324,037 | 3,521 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $409,386 | 3,593 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $528,534 | 3,949 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $556,124 | 4,100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $594,389 | 4,112 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $673,014 | 3,997 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $737,846 | 3,997 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $848,945 | 4,067 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $704,892 | 4,067 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $827,614 | 4,242 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $730,175 | 4,242 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $675,283 | 4,242 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $706,293 | 4,242 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $718,266 | 4,292 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $607,202 | 4,205 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||