WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CCI — Crown Castle Inc.
CIK 1632972
PLYMOUTH, MN
Position in CCI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,422,040
-$1,860,815 QoQ
Shares Held
71,597
-20.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#230
of 925 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $80,055,535 across 16 REIT - Specialty names. CCI ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
129,999 | $21,263,936 | |
| 2 | EQIX |
Equinix Inc
|
14,338 | $14,945,787 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,981 | $14,503,176 | |
| 4 | IRM |
Iron Mountain Inc
|
61,836 | $7,810,505 | |
| 5 | CCI |
Crown Castle Inc.
This page
|
71,597 | $5,422,040 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
21,810 | $3,916,639 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
77,224 | $3,438,784 | |
| 8 | EPR |
Epr Properties
|
46,194 | $2,679,713 |
All Filings in CCI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,422,040 | 71,597 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,282,855 | 89,569 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,798,415 | 121,508 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $12,764,372 | 132,287 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $13,720,207 | 133,556 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $26,922,504 | 258,299 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $21,785,848 | 240,038 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $26,572,764 | 223,997 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $20,493,845 | 209,763 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $23,978,008 | 226,571 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $31,367,504 | 272,311 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $25,121,337 | 272,969 | Shares | Sole | 2023-11-13 | |
| 2020-06-30 | $1,929,712 | 11,531 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||