Heritage Wealth Advisors

Position in CCI — Crown Castle Inc.

CIK 1591122 RICHMOND, VA

Position in CCI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,256

-$240 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#857

of 925 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Heritage Wealth Advisors holds $479,864 across 4 REIT - Specialty names. CCI ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	2,222	$280,660
2	EPR	Epr Properties	3,000	$174,030
3	AMT	American Tower Corp /Ma/	134	$21,918
4	CCI	Crown Castle Inc. This page	43	$3,256

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,256	43	0.0%	Shares	Sole	2026-08-14
2026-03-31	$3,496	43	—	Shares	Sole	2026-05-14
2025-09-30	$6	0	—	Shares	Sole	2025-11-13
2025-06-30	$7	0	—	Shares	Sole	2025-08-11
2025-03-31	$7	0	-100.0%	Shares	Sole	2025-05-08
2024-12-31	$998	11	+10.0%	Shares	Sole	2025-02-12
2024-09-30	$1,186	10	-98.0%	Shares	Sole	2024-11-12
2024-06-30	$49,729	509	-30.0%	Shares	Sole	2024-12-12
2024-03-31	$76,938	727	-6.4%	Shares	Sole	2024-12-12
2023-12-31	$89,502	777	+77600.0%	Shares	Sole	2024-12-12
2023-09-30	$92	1	-95.8%	Shares	Sole	2024-12-12
2023-06-30	$2,734	24	-82.6%	Shares	Sole	2024-12-12
2023-03-31	$18,469	138	-75.0%	Shares	Sole	2023-05-04
2022-12-31	$74,873	552	+127.2%	Shares	Sole	2024-12-12
2022-09-30	$35,125	243	-66.8%	Shares	Sole	2024-12-12
2022-06-30	$123,254	732	+109.7%	Shares	Sole	2022-08-04
2022-03-31	$64,425	349	0.0%	Shares	Sole	2022-05-11
2021-12-31	$72,850	349	0.0%	Shares	Sole	2022-03-28
2021-09-30	$60,488	349	-64.2%	Shares	Sole	2021-11-02
2021-06-30	$190,027	974	-62.9%	Shares	Sole	2021-08-09
2021-03-31	$451,841	2,625	-5.9%	Shares	Sole	2021-04-27
2020-12-31	$444,140	2,790	+442.8%	Shares	Sole	2021-02-01
2020-09-30	$85,581	514	0.0%	Shares	Sole	2020-11-03
2020-06-30	$86,017	514	0.0%	Shares	Sole	2020-07-17
2020-03-31	$74,221	514	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.