Position in CCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,668,670
-$3,826,220 QoQ
Shares Held
94,314
-27.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 64.11176509200709.ToString("F0")%
Shared 3.9866091941448043.ToString("F0")%
None 31.90162571384811.ToString("F0")%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $173,089,600 across 13 REIT - Specialty names. CCI ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
546,827 | $94,371,403 | |
| 2 | IRM |
Iron Mountain Inc
|
212,318 | $21,686,159 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
306,767 | $13,611,251 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
59,135 | $10,656,717 | |
| 5 | EQIX |
Equinix Inc
|
10,416 | $10,210,179 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
94,314 | $7,668,670 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
38,445 | $4,869,443 | |
| 8 | SBAC |
Sba Communications Corp
|
19,026 | $3,274,564 |
All Filings in CCI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,668,670 | 94,314 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $11,494,890 | 129,345 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $17,343,882 | 179,748 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $26,308,946 | 256,098 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $29,218,378 | 280,326 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $28,732,617 | 316,578 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $46,373,059 | 390,905 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $55,792,072 | 571,055 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $64,044,187 | 605,161 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $69,345,069 | 602,006 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $75,945,364 | 825,224 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $97,587,786 | 856,484 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $99,550,458 | 743,802 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $54,964,446 | 405,223 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||