Arkadios Wealth Advisors

Position in CCI — Crown Castle Inc.

CIK 1800798 ATLANTA, GA

Position in CCI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,655,608

-$429,504 QoQ

Shares Held

21,862

-14.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#366

of 925 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $5,377,196 across 7 REIT - Specialty names. CCI ranks #1 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCI	Crown Castle Inc. This page	21,862	$1,655,608
2	DLR	Digital Realty Trust, Inc.	7,836	$1,407,188
3	IRM	Iron Mountain Inc	6,615	$835,540
4	AMT	American Tower Corp /Ma/	3,693	$604,063
5	WY	Weyerhaeuser Co	16,188	$387,540
6	EQIX	Equinix Inc	273	$284,572
7	OUT	OUTFRONT Media Inc.	6,187	$202,685

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,655,608	21,862	-14.7%	Shares	Sole	2026-08-10
2026-03-31	$2,085,112	25,644	+6.9%	Shares	Sole	2026-05-18
2025-12-31	$2,131,635	23,986	-15.0%	Shares	Sole	2026-02-13
2025-09-30	$2,721,307	28,203	+22.1%	Shares	Sole	2025-10-29
2025-06-30	$2,373,576	23,105	-5.2%	Shares	Sole	2025-08-04
2025-03-31	$2,540,188	24,371	+95.8%	Shares	Sole	2025-05-08
2024-12-31	$1,129,598	12,446	+2.8%	Shares	Sole	2025-01-15
2024-09-30	$1,436,372	12,108	-4.0%	Shares	Sole	2024-10-24
2024-06-30	$1,231,606	12,606	+32.9%	Shares	Sole	2024-07-29
2024-03-31	$1,004,115	9,488	+0.4%	Shares	Sole	2024-04-30
2023-12-31	$1,088,084	9,446	+10.5%	Shares	Sole	2024-01-24
2023-09-30	$786,488	8,546	+7.4%	Shares	Sole	2023-10-13
2023-06-30	$906,278	7,954	-14.9%	Shares	Sole	2023-07-26
2023-03-31	$1,250,600	9,344	-5.9%	Shares	Sole	2023-05-02
2022-12-31	$1,346,633	9,928	-3.8%	Shares	Sole	2023-01-11
2022-09-30	$1,492,478	10,325	-1.9%	Shares	Sole	2022-10-21
2022-06-30	$1,771,862	10,523	+16.4%	Shares	Sole	2022-07-14
2022-03-31	$1,669,153	9,042	+10.1%	Shares	Sole	2022-05-02
2021-12-31	$1,713,964	8,211	+221.7%	Shares	Sole	2022-02-03
2021-09-30	$442,312	2,552	+0.0%	Shares	Sole	2021-10-19
2021-06-30	$497,700	2,551	+66.3%	Shares	Sole	2021-07-28
2021-03-31	$264,047	1,534	+9.3%	Shares	Sole	2021-04-26
2020-12-31	$223,502	1,404	+154.8%	Shares	Sole	2021-02-09
2020-09-30	$91,741	551	+204.4%	Shares	Sole	2020-11-10
2020-06-30	$30,290	181	+14.6%	Shares	Sole	2020-08-10
2020-03-31	$22,815	158	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.