Avior Wealth Management, LLC

Position in CCI — Crown Castle Inc.

CIK 1599868 OMAHA, NE

Position in CCI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,094,071

-$115,740 QoQ

Shares Held

14,447

-2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#411

of 925 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Avior Wealth Management, LLC holds $5,029,257 across 5 REIT - Specialty names. CCI ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLPI	Gaming & Leisure Properties, Inc.	54,187	$2,412,947
2	CCI	Crown Castle Inc. This page	14,447	$1,094,071
3	IRM	Iron Mountain Inc	6,615	$835,540
4	WY	Weyerhaeuser Co	15,452	$369,920
5	DLR	Digital Realty Trust, Inc.	1,764	$316,779

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,094,071	14,447	-2.9%	Shares	Sole	2026-07-07
2026-03-31	$1,209,811	14,879	+2.8%	Shares	Sole	2026-04-09
2025-12-31	$1,286,748	14,479	+16.5%	Shares	Sole	2026-01-06
2025-09-30	$1,199,274	12,429	+12.5%	Shares	Sole	2025-11-14
2025-06-30	$1,134,652	11,045	+1175.4%	Shares	Sole	2025-07-17
2025-03-31	$90,263	866	-93.2%	Shares	Sole	2025-04-21
2024-12-31	$1,150,383	12,675	+16.3%	Shares	Sole	2025-01-17
2024-09-30	$1,292,473	10,895	+0.1%	Shares	Sole	2024-11-08
2024-06-30	$1,063,757	10,888	+32.4%	Shares	Sole	2024-08-13
2024-03-31	$870,134	8,222	+46.4%	Shares	Sole	2024-04-30
2023-12-31	$646,791	5,615	+1014.1%	Shares	Sole	2024-01-30
2023-09-30	$46,383	504	+12.5%	Shares	Sole	2023-10-17
2023-06-30	$51,045	448	-56.6%	Shares	Sole	2023-07-19
2023-03-31	$138,256	1,033	+62.4%	Shares	Sole	2023-05-10
2022-12-31	$86,267	636	+648.2%	Shares	Sole	2023-02-14
2022-09-30	$12,286	85	+1.2%	Shares	Sole	2022-10-26
2022-06-30	$14,143	84	0.0%	Shares	Sole	2022-08-10
2022-03-31	$15,506	84	+1.2%	Shares	Sole	2022-05-13
2021-12-31	$17,325	83	-42.0%	Shares	Sole	2022-02-14
2021-09-30	$24,784	143	+0.7%	Shares	Sole	2021-11-02
2021-06-30	$27,704	142	0.0%	Shares	Sole	2021-07-27
2021-03-31	$24,442	142	-9.0%	Shares	Sole	2021-05-11
2020-12-31	$24,833	156	+108.0%	Shares	Sole	2021-02-09
2020-09-30	$12,487	75	0.0%	Shares	Sole	2020-10-20
2020-06-30	$12,551	75	+525.0%	Shares	Sole	2020-07-02
2020-03-31	$1,732	12	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.