Position in CCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$62,401
+$11,501 QoQ
Shares Held
824
+31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#694
of 925 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $3,014,292 across 8 REIT - Specialty names. CCI ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
11,171 | $1,827,240 | |
| 2 | EQIX |
Equinix Inc
|
1,018 | $1,061,153 | |
| 3 | CCI |
Crown Castle Inc.
This page
|
824 | $62,401 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
127 | $22,806 | |
| 5 | EPR |
Epr Properties
|
359 | $20,825 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
59 | $9,202 | |
| 7 | WY |
Weyerhaeuser Co
|
335 | $8,019 | |
| 8 | SBAC |
Sba Communications Corp
|
15 | $2,646 |
All Filings in CCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,401 | 824 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $50,900 | 626 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $63,008 | 709 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $78,253 | 811 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $108,277 | 1,054 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,614 | 169 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||