Position in CCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$445,898
+$58,050 QoQ
Shares Held
5,888
+23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#541
of 925 holders
Holding Since
Dec 2025
3 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, 2026Aprio Wealth Management, LLC holds $4,791,060 across 7 REIT - Specialty names. CCI ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,262 | $1,315,496 | |
| 2 | AMT |
American Tower Corp /Ma/
|
6,885 | $1,126,179 | |
| 3 | IRM |
Iron Mountain Inc
|
6,699 | $846,150 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
2,782 | $499,591 | |
| 5 | CCI |
Crown Castle Inc.
This page
|
5,888 | $445,898 | |
| 6 | SBAC |
Sba Communications Corp
|
1,695 | $299,099 | |
| 7 | WY |
Weyerhaeuser Co
|
10,804 | $258,647 |
All Filings in CCI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,898 | 5,888 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $387,848 | 4,770 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $260,744 | 2,934 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||