Position in CCI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,270
+$1,172 QoQ
Shares Held
96
+28.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#819
of 925 holders
Holding Since
Dec 2020
22 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, 2026Avion Wealth holds $177,484 across 13 REIT - Specialty names. CCI ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
683 | $86,269 | |
| 2 | EQIX |
Equinix Inc
|
26 | $27,102 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
91 | $16,341 | |
| 4 | AMT |
American Tower Corp /Ma/
|
89 | $14,557 | |
| 5 | CCI |
Crown Castle Inc.
This page
|
96 | $7,270 | |
| 6 | UNIT |
Uniti Group Inc.
|
602 | $6,904 | |
| 7 | RYN |
Rayonier Inc
|
250 | $5,320 | |
| 8 | WY |
Weyerhaeuser Co
|
217 | $5,194 |
All Filings in CCI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,270 | 96 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,098 | 75 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4 | 50 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,201 | 85 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $10,581 | 103 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6 | 67 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,080 | 67 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,592 | 64 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,545 | 67 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5 | 42 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,837 | 42 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $461 | 26 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2 | 21 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $803 | 6 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $813 | 6 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $867 | 6 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,010 | 6 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,107 | 6 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,252 | 6 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,039 | 6 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,170 | 6 | Shares | Sole | 2021-07-27 | |
| 2020-12-31 | $5,094 | 32 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||