Position in CCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$226,659
-$54,754 QoQ
Shares Held
2,993
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#628
of 925 holders
Holding Since
Mar 2020
15 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $7,781,139 across 6 REIT - Specialty names. CCI ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBAC |
Sba Communications Corp
|
15,428 | $2,722,424 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
11,019 | $1,978,792 | |
| 3 | AMT |
American Tower Corp /Ma/
|
9,677 | $1,582,866 | |
| 4 | EPR |
Epr Properties
|
15,880 | $921,198 | |
| 5 | EQIX |
Equinix Inc
|
335 | $349,200 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
2,993 | $226,659 |
All Filings in CCI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,659 | 2,993 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $281,413 | 3,461 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $121,118 | 1,179 | Shares | Sole | 2026-02-03 | |
| 2022-12-31 | $265,447 | 1,957 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $843,738 | 5,837 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $994,283 | 5,905 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,062,557 | 5,756 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,205,890 | 5,777 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,000,056 | 5,770 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,116,167 | 5,721 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $985,444 | 5,725 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $507,656 | 3,189 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,362,303 | 8,182 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,137,645 | 6,798 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $681,423 | 4,719 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||