Position in CCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$376,226
-$9,670 QoQ
Shares Held
4,968
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#559
of 925 holders
Holding Since
Mar 2020
25 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, 2026Independent Advisor Alliance holds $10,472,793 across 6 REIT - Specialty names. CCI ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
19,159 | $3,440,572 | |
| 2 | IRM |
Iron Mountain Inc
|
25,745 | $3,251,850 | |
| 3 | AMT |
American Tower Corp /Ma/
|
14,562 | $2,381,905 | |
| 4 | EQIX |
Equinix Inc
|
660 | $687,976 | |
| 5 | CCI |
Crown Castle Inc.
This page
|
4,968 | $376,226 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
2,143 | $334,264 |
All Filings in CCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,226 | 4,968 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $385,896 | 4,746 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $480,252 | 5,404 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,800,985 | 18,665 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $912,139 | 8,879 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $613,601 | 5,887 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $395,622 | 4,359 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $320,552 | 3,281 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $414,535 | 3,917 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $566,849 | 4,921 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $253,266 | 2,752 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $550,785 | 4,834 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $671,608 | 5,018 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $731,506 | 5,393 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $578,922 | 4,005 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $795,090 | 4,722 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $903,063 | 4,892 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $771,294 | 3,695 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,192,441 | 6,880 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,353,603 | 6,938 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,283,917 | 7,459 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $506,065 | 3,179 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $830,668 | 4,989 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $830,558 | 4,963 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $589,007 | 4,079 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||