Bogart Wealth, LLC

Position in CCI — Crown Castle Inc.

CIK 1715740 MCLEAN, VA

Position in CCI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$20,219

-$352 QoQ

Shares Held

267

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#745

of 925 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Bogart Wealth, LLC holds $14,309,543 across 9 REIT - Specialty names. CCI ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	75,354	$13,532,071
2	IRM	Iron Mountain Inc	5,070	$640,391
3	EQIX	Equinix Inc	46	$47,949
4	AMT	American Tower Corp /Ma/	241	$39,420
5	CCI	Crown Castle Inc. This page	267	$20,219
6	LAMR	Lamar Advertising Co/New	102	$15,909
7	WY	Weyerhaeuser Co	471	$11,275
8	OUT	OUTFRONT Media Inc.	53	$1,736

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,219	267	+5.5%	Shares	Sole	2026-07-24
2026-03-31	$20,571	253	+11.9%	Shares	Sole	2026-04-28
2025-12-31	$20,084	226	-35.6%	Shares	Sole	2026-01-30
2025-09-30	$33,867	351	+3.5%	Shares	Sole	2025-10-27
2025-06-30	$34,825	339	+55.5%	Shares	Sole	2025-07-30
2025-03-31	$22,722	218	-80.4%	Shares	Sole	2025-05-02
2024-12-31	$100,925	1,112	+1.5%	Shares	Sole	2025-01-30
2024-09-30	$130,018	1,096	+1.1%	Shares	Sole	2024-10-23
2024-06-30	$105,906	1,084	-0.2%	Shares	Sole	2024-07-31
2024-03-31	$114,931	1,086	+1.6%	Shares	Sole	2024-04-25
2023-12-31	$123,138	1,069	+1.0%	Shares	Sole	2024-02-07
2023-09-30	$97,367	1,058	-26.8%	Shares	Sole	2023-10-30
2023-06-30	$164,757	1,446	-97.6%	Shares	Sole	2023-07-31
2023-03-31	$8,038,430	60,060	+9.1%	Shares	Sole	2023-04-21
2022-12-31	$7,464,540	55,032	-0.8%	Shares	Sole	2023-02-06
2022-09-30	$8,015,586	55,452	+16.7%	Shares	Sole	2022-11-03
2022-06-30	$8,000,407	47,514	+17.8%	Shares	Sole	2022-07-22
2022-03-31	$7,442,887	40,319	+16.6%	Shares	Sole	2022-04-22
2021-12-31	$7,219,272	34,585	+5.3%	Shares	Sole	2022-01-19
2021-09-30	$5,690,962	32,835	+4.7%	Shares	Sole	2021-10-15
2021-06-30	$6,119,896	31,368	+11.7%	Shares	Sole	2021-08-06
2021-03-31	$4,832,894	28,077	+37.0%	Shares	Sole	2021-04-16
2020-12-31	$3,263,395	20,500	+6.3%	Shares	Sole	2021-01-14
2020-09-30	$3,209,953	19,279	-3.4%	Shares	Sole	2020-10-06
2020-06-30	$3,340,138	19,959	-2.6%	Shares	Sole	2020-07-08
2020-03-31	$2,958,611	20,489	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.