Concurrent Investment Advisors, LLC

Position in CCI — Crown Castle Inc.

CIK 2001015 Tampa, FL

Position in CCI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$603,718

-$60,340 QoQ

Shares Held

7,972

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#503

of 925 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $13,577,653 across 8 REIT - Specialty names. CCI ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc.	24,204	$4,346,553
2	EQIX	Equinix Inc	3,782	$3,942,318
3	AMT	American Tower Corp /Ma/	8,758	$1,432,545
4	IRM	Iron Mountain Inc	11,121	$1,404,693
5	LAMR	Lamar Advertising Co/New	6,930	$1,080,941
6	CCI	Crown Castle Inc. This page	7,972	$603,718
7	GLPI	Gaming & Leisure Properties, Inc.	12,562	$559,385
8	EPR	Epr Properties	3,577	$207,500

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,718	7,972	-2.4%	Shares	Sole	2026-07-27
2026-03-31	$664,058	8,167	-8.2%	Shares	Sole	2026-04-21
2025-12-31	$790,853	8,899	+40.6%	Shares	Sole	2026-01-29
2025-09-30	$610,588	6,328	-5.7%	Shares	Sole	2025-10-27
2025-06-30	$689,729	6,714	+17.6%	Shares	Sole	2025-07-25
2025-03-31	$595,257	5,711	-5.8%	Shares	Sole	2025-04-29
2024-12-31	$550,005	6,060	-14.4%	Shares	Sole	2025-02-03
2024-09-30	$839,663	7,078	-3.4%	Shares	Sole	2024-10-30
2024-06-30	$715,652	7,325	+15.2%	Shares	Sole	2024-07-30
2024-03-31	$672,972	6,359	-47.0%	Shares	Sole	2024-05-07
2023-12-31	$1,382,971	12,006	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.