Position in CCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$215,376
-$12,373 QoQ
Shares Held
2,844
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#637
of 923 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,809,609 across 6 REIT - Specialty names. CCI ranks #6 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
359 | $374,218 | |
| 2 | AMT |
American Tower Corp /Ma/
|
2,179 | $356,419 | |
| 3 | SBAC |
Sba Communications Corp
|
1,724 | $304,217 | |
| 4 | IRM |
Iron Mountain Inc
|
2,360 | $298,091 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,455 | $261,288 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
2,844 | $215,376 |
All Filings in CCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,376 | 2,844 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $227,749 | 2,801 | Shares | Sole | 2026-04-30 | |
| 2025-03-31 | $212,524 | 2,039 | Shares | Defined | 2025-04-30 | |
| 2024-03-31 | $299,816 | 2,833 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $323,223 | 2,806 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $282,808 | 3,073 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $332,476 | 2,918 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $382,113 | 2,855 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $393,898 | 2,904 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $370,770 | 2,565 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $400,070 | 2,376 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $402,058 | 2,178 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $464,446 | 2,225 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $352,359 | 2,033 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $381,420 | 1,955 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $333,415 | 1,937 | Shares | Defined | 2021-04-21 | |
| 2020-06-30 | $427,579 | 2,555 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $289,233 | 2,003 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||