Position in CCI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$810,538
-$132,007 QoQ
Shares Held
10,703
-7.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#457
of 925 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $8,884,127 across 8 REIT - Specialty names. CCI ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
14,398 | $2,355,080 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
14,500 | $2,261,710 | |
| 3 | RYN |
Rayonier Inc
|
71,878 | $1,529,563 | |
| 4 | CCI |
Crown Castle Inc.
This page
|
10,703 | $810,538 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
3,242 | $582,198 | |
| 6 | EQIX |
Equinix Inc
|
501 | $522,237 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
11,372 | $506,395 | |
| 8 | IRM |
Iron Mountain Inc
|
2,505 | $316,406 |
All Filings in CCI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,538 | 10,703 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $942,545 | 11,592 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,405,390 | 15,814 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,286,597 | 13,334 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,507,151 | 14,671 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,744,810 | 16,740 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,305,194 | 58,453 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,660,532 | 64,575 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,534,859 | 66,887 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,158,023 | 67,637 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,528,552 | 74,039 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,289,880 | 79,212 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||