Position in CCI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$333,892
+$46,488 QoQ
Shares Held
4,409
+36.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#573
of 925 holders
Holding Since
Sep 2024
7 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, 2026Compound Planning, Inc. holds $7,876,391 across 7 REIT - Specialty names. CCI ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
14,936 | $1,886,566 | |
| 2 | EQIX |
Equinix Inc
|
1,778 | $1,853,369 | |
| 3 | AMT |
American Tower Corp /Ma/
|
9,115 | $1,490,939 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
6,727 | $1,049,276 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
5,500 | $987,689 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
4,409 | $333,892 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
6,168 | $274,660 |
All Filings in CCI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,892 | 4,409 | Shares | Other | 2026-08-04 | |
| 2025-12-31 | $287,404 | 3,234 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $373,705 | 3,873 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $373,629 | 3,637 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $292,156 | 2,803 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $208,475 | 2,297 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $333,943 | 2,815 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||