Position in CCI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$237,262
+$15,368 QoQ
Shares Held
3,133
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#623
of 925 holders
Holding Since
Mar 2020
19 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, 2026Wealthcare Advisory Partners LLC holds $2,049,012 across 5 REIT - Specialty names. CCI ranks #3 (11.6% of the industry book) .
All Filings in CCI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,262 | 3,133 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $221,894 | 2,729 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $251,679 | 2,832 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $222,505 | 2,306 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $217,273 | 2,115 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $462,676 | 4,439 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $388,089 | 4,276 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $208,394 | 2,133 | Shares | Sole | 2024-08-12 | |
| 2023-06-30 | $392,295 | 3,443 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $376,759 | 2,815 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $369,890 | 2,727 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $309,192 | 2,139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $293,149 | 1,741 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $345,017 | 1,869 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $397,440 | 1,904 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $314,229 | 1,813 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $229,047 | 1,174 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $163,179 | 948 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $63,969 | 443 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||