Position in CCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,632,890
-$139,911 QoQ
Shares Held
21,562
-1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 307 holders
Holding Since
Jun 2021
16 quarters on record
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $45,577,329 across 13 REIT - Specialty names. CCI ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
100,099 | $12,643,504 | |
| 2 | AMT |
American Tower Corp /Ma/
|
50,373 | $8,239,511 | |
| 3 | EQIX |
Equinix Inc
|
6,547 | $6,824,527 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
40,786 | $6,361,800 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
31,191 | $5,601,279 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
21,562 | $1,632,890 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
27,546 | $1,226,623 | |
| 8 | WY |
Weyerhaeuser Co
|
49,829 | $1,192,906 |
All Filings in CCI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,632,890 | 21,562 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,772,801 | 21,803 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,848,940 | 20,805 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,011,720 | 20,849 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,226,570 | 21,674 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,344,862 | 22,497 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,581,486 | 28,443 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,168,556 | 18,280 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,935,591 | 30,047 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,892,122 | 27,328 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $692,637 | 6,013 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $254,053 | 1,873 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,179,838 | 7,007 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $234,442 | 1,270 | Shares | Sole | 2022-07-20 | |
| 2021-09-30 | $1,090,876 | 6,294 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $709,578 | 3,637 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||