Position in CCI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$667,862
-$235,329 QoQ
Shares Held
8,819
-20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#490
of 925 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026RFG Advisory, LLC holds $5,081,358 across 6 REIT - Specialty names. CCI ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
16,910 | $2,135,902 | |
| 2 | AMT |
American Tower Corp /Ma/
|
4,640 | $758,964 | |
| 3 | CCI |
Crown Castle Inc.
This page
|
8,819 | $667,862 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
4,112 | $641,389 | |
| 5 | EPR |
Epr Properties
|
9,581 | $555,793 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,790 | $321,448 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,862 | 8,819 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $903,191 | 11,108 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,261,154 | 14,191 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,626,724 | 16,859 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,982,072 | 19,294 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,923,547 | 28,049 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,045,918 | 11,524 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,686,918 | 14,220 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $714,870 | 7,317 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $752,451 | 7,110 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $842,038 | 7,310 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,310,047 | 14,235 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,479,283 | 12,983 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,665,504 | 12,444 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,664,302 | 12,270 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,572,993 | 10,882 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,683,968 | 10,001 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,824,955 | 9,886 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,084,895 | 9,988 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,724,014 | 9,947 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,774,239 | 9,094 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,530,063 | 8,889 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,391,002 | 8,738 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,388,443 | 8,339 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,348,506 | 8,058 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,138,160 | 7,882 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||