Position in CCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,258,556
-$135,991 QoQ
Shares Held
16,619
-3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#398
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, 2026Capital Investment Advisors, LLC holds $19,012,854 across 5 REIT - Specialty names. CCI ranks #3 (6.6% of the industry book) .
All Filings in CCI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258,556 | 16,619 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,394,547 | 17,151 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,654,492 | 18,617 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,015,193 | 20,885 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,574,075 | 112,665 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,914,965 | 104,720 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,707,793 | 84,925 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $8,458,556 | 71,302 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,608,134 | 67,637 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,184,375 | 67,886 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,625,506 | 83,562 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $6,196,287 | 67,329 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $8,316,138 | 72,987 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $9,276,048 | 69,307 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $7,716,017 | 56,886 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $7,537,126 | 52,142 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $8,318,308 | 49,402 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $8,115,569 | 43,963 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,184,672 | 10,466 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,310,992 | 7,564 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,597,869 | 8,190 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,075,984 | 6,251 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $788,945 | 4,956 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $592,573 | 3,559 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $286,168 | 1,710 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $221,365 | 1,533 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||