Position in CCI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,217,586
-$149,397 QoQ
Shares Held
16,078
-4.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#401
of 925 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $19,975,399 across 11 REIT - Specialty names. CCI ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
39,217 | $6,414,724 | |
| 2 | EQIX |
Equinix Inc
|
3,473 | $3,620,220 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
13,240 | $2,377,639 | |
| 4 | IRM |
Iron Mountain Inc
|
15,577 | $1,967,530 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
12,002 | $1,872,071 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
16,078 | $1,217,586 | |
| 7 | WY |
Weyerhaeuser Co
|
35,815 | $857,411 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
17,209 | $766,316 |
All Filings in CCI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,586 | 16,078 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,366,983 | 16,812 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,380,062 | 15,529 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,528,691 | 15,843 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,527,081 | 14,865 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,389,594 | 13,332 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $885,454 | 9,756 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,242,649 | 10,475 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $960,195 | 9,828 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $999,670 | 9,446 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $969,439 | 8,416 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $624,699 | 6,788 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $577,220 | 5,066 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $680,041 | 5,081 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $711,974 | 5,249 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $536,569 | 3,712 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $548,245 | 3,256 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $466,668 | 2,528 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $307,265 | 1,472 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||