Position in CCI
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$317,515
-$23,034 QoQ
Shares Held
3,905
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $2,453,357 across 7 REIT - Specialty names. CCI ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
26,053 | $636,474 | |
| 2 | IRM |
Iron Mountain Inc
|
4,991 | $509,780 | |
| 3 | AMT |
American Tower Corp /Ma/
|
2,142 | $369,666 | |
| 4 | CCI |
Crown Castle Inc.
This page
|
3,905 | $317,515 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,186 | $276,878 | |
| 6 | EPR |
Epr Properties
|
4,397 | $219,674 | |
| 7 | FRMI |
Fermi Inc.
|
21,125 | $123,370 |
All Filings in CCI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,515 | 3,905 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $340,549 | 3,832 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $379,495 | 3,933 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $479,132 | 4,664 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,788,169 | 17,156 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,269,090 | 25,001 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,570,847 | 63,819 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,118,560 | 62,626 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $6,445,152 | 60,901 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,722,258 | 58,358 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,707,432 | 18,553 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,157,339 | 18,934 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,341,850 | 24,969 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,736,068 | 27,544 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,597,846 | 31,808 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,291,173 | 31,424 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,301,321 | 34,135 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,042,261 | 33,737 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,780,741 | 33,353 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||