Position in CCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,225
+$3,274 QoQ
Shares Held
69
+187.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#840
of 925 holders
Holding Since
Sep 2020
15 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, 2026Crewe Advisors LLC holds $132,319 across 9 REIT - Specialty names. CCI ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
622 | $78,564 | |
| 2 | EQIX |
Equinix Inc
|
12 | $12,508 | |
| 3 | EPR |
Epr Properties
|
206 | $11,950 | |
| 4 | AMT |
American Tower Corp /Ma/
|
44 | $7,197 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
128 | $5,699 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
69 | $5,225 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
29 | $5,207 | |
| 8 | SBAC |
Sba Communications Corp
|
28 | $4,940 |
All Filings in CCI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,225 | 69 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,951 | 24 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $444 | 5 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $205 | 2 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,354 | 13 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $181 | 2 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $90,989 | 767 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $108,642 | 1,112 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $135,991 | 1,285 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $40,106 | 352 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $58,488 | 437 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $64,971 | 479 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $83,116 | 575 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,909 | 142 | Shares | Sole | 2022-08-02 | |
| 2020-09-30 | $5,994 | 36 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||