Position in CCI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$637,495
-$38,516 QoQ
Shares Held
8,418
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#494
of 925 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Herold Advisors, Inc. holds $2,856,120 across 3 REIT - Specialty names. CCI ranks #3 (22.3% of the industry book) .
All Filings in CCI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,495 | 8,418 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $676,011 | 8,314 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $678,522 | 7,635 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $736,604 | 7,634 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $797,801 | 7,766 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $779,327 | 7,477 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $522,323 | 5,755 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $598,369 | 5,044 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $436,230 | 4,465 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $366,277 | 3,461 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $430,004 | 3,733 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $393,888 | 4,280 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $361,873 | 3,176 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $448,096 | 3,348 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $430,114 | 3,171 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $392,886 | 2,718 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $457,320 | 2,716 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $491,774 | 2,664 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $555,665 | 2,662 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $530,359 | 3,060 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||