Position in CCI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$493,835
-$25,898 QoQ
Shares Held
6,521
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#523
of 925 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $6,215,214 across 16 REIT - Specialty names. CCI ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15,962 | $2,866,455 | |
| 2 | EQIX |
Equinix Inc
|
699 | $728,630 | |
| 3 | AMT |
American Tower Corp /Ma/
|
4,177 | $683,231 | |
| 4 | CCI |
Crown Castle Inc.
This page
|
6,521 | $493,835 | |
| 5 | IRM |
Iron Mountain Inc
|
2,729 | $344,699 | |
| 6 | WY |
Weyerhaeuser Co
|
14,020 | $335,638 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,594 | $248,632 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
4,476 | $146,633 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,835 | 6,521 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $519,733 | 6,392 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $885,056 | 9,959 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $157,664 | 1,634 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $145,054 | 1,412 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $256,718 | 2,463 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $215,373 | 2,373 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $265,731 | 2,240 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $155,440 | 1,591 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $206,580 | 1,952 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $233,950 | 2,031 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $325,510 | 3,537 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $470,344 | 4,128 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,366,104 | 10,207 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $952 | 8,642 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,143,101 | 7,908 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,390,313 | 8,257 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,174,609 | 6,363 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,071,462 | 5,133 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,085,849 | 6,265 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,231,471 | 6,312 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,153,443 | 6,701 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $987,296 | 6,202 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $754,411 | 4,531 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $669,902 | 4,003 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $584,820 | 4,050 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||