Position in CCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$424,693
+$9,038 QoQ
Shares Held
5,608
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#549
of 925 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $50,533,089 across 10 REIT - Specialty names. CCI ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
20,426 | $21,291,856 | |
| 2 | AMT |
American Tower Corp /Ma/
|
125,795 | $20,576,286 | |
| 3 | IRM |
Iron Mountain Inc
|
23,651 | $2,987,356 | |
| 4 | SBAC |
Sba Communications Corp
|
11,762 | $2,075,521 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
9,822 | $1,763,832 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,372 | $525,964 | |
| 7 | EPR |
Epr Properties
|
7,895 | $457,988 | |
| 8 | CCI |
Crown Castle Inc.
This page
|
5,608 | $424,693 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,693 | 5,608 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $415,655 | 5,112 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $676,744 | 7,615 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $707,270 | 7,330 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $737,908 | 7,183 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $684,894 | 6,571 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $714,825 | 7,876 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $881,538 | 7,431 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $697,284 | 7,137 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $963,793 | 9,107 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $854,709 | 7,420 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $622,674 | 6,766 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,009,849 | 8,863 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,314,977 | 9,825 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $823,334 | 6,070 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $987,710 | 6,833 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,173,440 | 6,969 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,371,393 | 7,429 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,528,394 | 7,322 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,199,547 | 6,921 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $954,039 | 4,890 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,030,542 | 5,987 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $976,471 | 6,134 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,049,116 | 6,301 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $621,035 | 3,711 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $791,889 | 5,484 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||