Position in CCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$267,629
-$221,368 QoQ
Shares Held
3,534
-41.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#607
of 925 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $2,590,430 across 11 REIT - Specialty names. CCI ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
691 | $720,290 | |
| 2 | AMT |
American Tower Corp /Ma/
|
3,516 | $575,111 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,657 | $477,143 | |
| 4 | CCI |
Crown Castle Inc.
This page
|
3,534 | $267,629 | |
| 5 | IRM |
Iron Mountain Inc
|
1,693 | $213,842 | |
| 6 | SBAC |
Sba Communications Corp
|
1,009 | $178,048 | |
| 7 | WY |
Weyerhaeuser Co
|
5,091 | $121,878 | |
| 8 | RYN |
Rayonier Inc
|
1,079 | $22,961 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,629 | 3,534 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $488,997 | 6,014 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $30,659 | 345 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $622,938 | 6,456 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $640,829 | 6,238 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $660,400 | 6,336 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $567,068 | 6,248 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $691,493 | 5,829 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $29,700 | 304 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $585,874 | 5,536 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $35,017 | 304 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $28,989 | 315 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $38,055 | 334 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $51,126 | 382 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $51,814 | 382 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $63,456 | 439 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $77,286 | 459 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $85,653 | 464 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $92,889 | 445 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $77,473 | 447 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $73,357 | 376 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $77,629 | 451 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $69,246 | 435 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $95,737 | 575 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $85,181 | 509 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $75,376 | 522 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||