Position in CCI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$330,804,203
+$32,667,751 QoQ
Shares Held
4,068,432
+21.3% QoQ
Ownership
0.932%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Derivatives in CCI
reported options exposure · as of Dec 31, 2025CallValue
$9,677,943
CallShares
108,900
PutValue
$44,435
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026UBS Group AG holds $2,261,067,593 across 17 REIT - Specialty names. CCI ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,488,057 | $601,968,875 | |
| 2 | EQIX |
Equinix Inc
|
426,471 | $418,043,932 | |
| 3 | CCI |
Crown Castle Inc.
This page
|
4,068,432 | $330,804,203 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
1,810,607 | $326,289,485 | |
| 5 | SBAC |
Sba Communications Corp
|
887,195 | $152,695,129 | |
| 6 | IRM |
Iron Mountain Inc
|
801,430 | $81,858,058 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,689,275 | $74,953,129 | |
| 8 | WY |
Weyerhaeuser Co
|
2,742,730 | $67,004,891 |
All Filings in CCI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,804,203 | 4,068,432 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $298,136,452 | 3,354,748 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $44,435 | 500 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $9,677,943 | 108,900 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $19,298 | 200 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $474,961,988 | 4,922,396 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $2,392,952 | 24,800 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $51,365 | 500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $92,457 | 900 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $272,445,607 | 2,652,055 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $52,115 | 500 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $1,282,029 | 12,300 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $365,480,304 | 3,506,479 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $190,293,132 | 2,096,663 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $4,846,584 | 53,400 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $230,044,443 | 1,939,176 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $2,526,819 | 21,300 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $16,022,800 | 164,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $390,800 | 4,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $141,008,258 | 1,443,278 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $155,736,673 | 1,471,574 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,151,900 | 10,000 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $5,621,272 | 48,800 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $148,699,574 | 1,290,907 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,647,515 | 50,500 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $134,460,614 | 1,461,052 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $4,500,267 | 48,900 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $168,205,176 | 1,476,261 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $5,571,666 | 48,900 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $1,139,400 | 10,000 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $181,821,370 | 1,358,498 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $1,338,400 | 10,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $2,609,880 | 19,500 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $1,410,656 | 10,400 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $214,464,606 | 1,581,131 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $181,315,133 | 1,254,342 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $144,550 | 1,000 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $228,600,599 | 1,357,647 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $185,218 | 1,100 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $259,070,407 | 1,403,415 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $203,060 | 1,100 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $299,534,172 | 1,434,963 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $271,362 | 1,300 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $255,088,560 | 1,471,778 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $190,652 | 1,100 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $1,733,200 | 10,000 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $298,930,853 | 1,532,193 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $1,951,000 | 10,000 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $156,080 | 800 | Put | Defined | 2021-08-13 | |
| 2021-03-31 | $103,278 | 600 | Put | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||