Position in CCI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$21,658
-$6,312 QoQ
Shares Held
286
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#723
of 905 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $237,310 across 12 REIT - Specialty names. CCI ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
50 | $52,119 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
287 | $51,539 | |
| 3 | AMT |
American Tower Corp /Ma/
|
202 | $33,041 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
188 | $29,324 | |
| 5 | IRM |
Iron Mountain Inc
|
174 | $21,977 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
286 | $21,658 | |
| 7 | SBAC |
Sba Communications Corp
|
45 | $7,940 | |
| 8 | WY |
Weyerhaeuser Co
|
274 | $6,559 |
All Filings in CCI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,658 | 286 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $27,970 | 344 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,439 | 275 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $36,762 | 381 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,581 | 103 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,885 | 162 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,534 | 72 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,897 | 75 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,402 | 86 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,794 | 102 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $13,362 | 116 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,135 | 121 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $25,180 | 221 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $45,032 | 332 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||