Pinnacle Wealth Planning Services, Inc.
Position in CCI — Crown Castle Inc.
CIK 1726752
MANSFIELD, OH
Position in CCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$168,877
-$40,902 QoQ
Shares Held
2,230
-13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#653
of 923 holders
Holding Since
Mar 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,651,084 across 14 REIT - Specialty names. CCI ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
2,519 | $452,362 | |
| 2 | EQIX |
Equinix Inc
|
300 | $312,717 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
1,590 | $248,008 | |
| 4 | CCI |
Crown Castle Inc.
This page
|
2,230 | $168,877 | |
| 5 | AMT |
American Tower Corp /Ma/
|
813 | $132,982 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
3,538 | $115,904 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,943 | $86,521 | |
| 8 | RYN |
Rayonier Inc
|
1,553 | $33,047 |
All Filings in CCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,877 | 2,230 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $209,779 | 2,580 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $209,111 | 2,353 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $216,041 | 2,103 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $206,166 | 1,978 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $287,203 | 2,421 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $245,520 | 2,513 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $268,702 | 2,539 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $302,604 | 2,627 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $267,807 | 2,910 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $467,503 | 3,493 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $338,149 | 2,493 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $426,422 | 2,950 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $586,804 | 3,485 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $654,407 | 3,545 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $613,069 | 2,937 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $493,095 | 2,845 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $592,128 | 3,035 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $537,045 | 3,120 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $562,099 | 3,531 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $585,247 | 3,515 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $668,060 | 3,992 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $510,164 | 3,533 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||