Position in CCI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,603,507
-$167,180 QoQ
Shares Held
21,174
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#373
of 925 holders
Holding Since
Mar 2021
22 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, 2026NewEdge Wealth, LLC holds $10,546,245 across 9 REIT - Specialty names. CCI ranks #4 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
21,343 | $2,695,834 | |
| 2 | EQIX |
Equinix Inc
|
1,804 | $1,880,471 | |
| 3 | AMT |
American Tower Corp /Ma/
|
11,184 | $1,829,366 | |
| 4 | CCI |
Crown Castle Inc.
This page
|
21,174 | $1,603,507 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
4,301 | $772,373 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,988 | $622,048 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
14,686 | $481,113 | |
| 8 | SBAC |
Sba Communications Corp
|
2,042 | $360,331 |
All Filings in CCI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,603,507 | 21,174 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,770,687 | 21,777 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,667,912 | 18,768 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,347,794 | 24,332 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,523,665 | 24,566 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,563,224 | 24,592 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,943,443 | 21,413 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,085,329 | 26,008 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,442,109 | 24,996 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,603,312 | 24,599 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,657,778 | 23,073 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,156,354 | 23,431 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,285,345 | 28,834 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,072,751 | 30,430 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,017,656 | 29,620 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,232,713 | 29,282 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,813,656 | 34,527 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $641,115 | 3,473 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,051,925 | 24,202 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $292,910 | 1,690 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $327,182 | 1,677 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $286,768 | 1,666 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||