Position in CCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,726
-$201 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#862
of 925 holders
Holding Since
Mar 2020
26 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, 2026IAG Wealth Partners, LLC holds $32,535 across 2 REIT - Specialty names. CCI ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
236 | $29,809 | |
| 2 | CCI |
Crown Castle Inc.
This page
|
36 | $2,726 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,726 | 36 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,927 | 36 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,199 | 36 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,473 | 36 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,698 | 36 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,752 | 36 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,267 | 36 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,270 | 36 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,517 | 36 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,809 | 36 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,665 | 136 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $12,516 | 136 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $15,495 | 136 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,202 | 136 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,883 | 36 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $29,777 | 206 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $36,370 | 216 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $38,027 | 206 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $28,388 | 136 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,239 | 36 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $7,023 | 36 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,196 | 36 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $8,118 | 51 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,491 | 51 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $10,543 | 63 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $9,097 | 63 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||