Position in CCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$111,773
-$69,540 QoQ
Shares Held
1,476
-33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#669
of 925 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,251,197 across 16 REIT - Specialty names. CCI ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
4,378 | $716,103 | |
| 2 | EQIX |
Equinix Inc
|
683 | $711,946 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,513 | $391,973 | |
| 4 | IRM |
Iron Mountain Inc
|
2,884 | $364,274 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,935 | $347,484 | |
| 6 | EPR |
Epr Properties
|
2,464 | $142,934 | |
| 7 | WY |
Weyerhaeuser Co
|
4,797 | $114,835 | |
| 8 | CCI |
Crown Castle Inc.
This page
|
1,476 | $111,773 |
All Filings in CCI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,773 | 1,476 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $181,313 | 2,230 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $132,500 | 1,491 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $178,600 | 1,851 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $260,827 | 2,539 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $163,637 | 1,570 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $256,937 | 2,831 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $182,330 | 1,537 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $122,219 | 1,251 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $100,533 | 950 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $96,985 | 842 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $46,012 | 500 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $213,636 | 1,875 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $267,812 | 2,001 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $264,496 | 1,950 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $325,813 | 2,254 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $441,153 | 2,620 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $431,963 | 2,340 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $183,688 | 880 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||