Position in CCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$387,207
+$144,592 QoQ
Shares Held
5,113
+87.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#558
of 925 holders
Holding Since
Mar 2020
12 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, 2026Wealthspire Advisors, LLC holds $6,372,389 across 7 REIT - Specialty names. CCI ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15,010 | $2,695,495 | |
| 2 | AMT |
American Tower Corp /Ma/
|
6,893 | $1,127,488 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
6,496 | $1,013,246 | |
| 4 | IRM |
Iron Mountain Inc
|
3,233 | $408,360 | |
| 5 | CCI |
Crown Castle Inc.
This page
|
5,113 | $387,207 | |
| 6 | WY |
Weyerhaeuser Co
|
15,870 | $379,927 | |
| 7 | EQIX |
Equinix Inc
|
346 | $360,666 |
All Filings in CCI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,207 | 5,113 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $242,615 | 2,730 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,254 | 241 | Shares | Sole | 2025-11-14 | |
| 2022-12-31 | $349,273 | 2,575 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $332,718 | 1,976 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $480,728 | 2,303 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $417,874 | 2,411 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $1,191,828 | 6,924 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $997,166 | 6,264 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $515,650 | 3,097 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $406,325 | 2,428 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $991,739 | 6,868 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||