Position in CCI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,408,880
-$82,426 QoQ
Shares Held
18,604
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#387
of 925 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $15,866,163 across 9 REIT - Specialty names. CCI ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
4,644 | $4,840,859 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
18,340 | $3,293,497 | |
| 3 | IRM |
Iron Mountain Inc
|
18,781 | $2,372,228 | |
| 4 | AMT |
American Tower Corp /Ma/
|
11,639 | $1,903,791 | |
| 5 | CCI |
Crown Castle Inc.
This page
|
18,604 | $1,408,880 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
12,993 | $578,578 | |
| 7 | SBAC |
Sba Communications Corp
|
3,075 | $542,614 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
3,248 | $506,623 |
All Filings in CCI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408,880 | 18,604 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,491,306 | 18,341 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,842,363 | 20,731 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,686,162 | 17,475 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,465,546 | 14,266 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,443,793 | 13,852 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,189,409 | 13,105 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,097,090 | 9,248 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $809,639 | 8,287 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $467,874 | 4,421 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $506,144 | 4,394 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||