Financial Perspectives, Inc

Position in CCI — Crown Castle Inc.

CIK 2003287 MINNEAPOLIS, MN

Position in CCI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$41,575

-$2,657 QoQ

Shares Held

549

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#709

of 925 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Financial Perspectives, Inc holds $393,821 across 6 REIT - Specialty names. CCI ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	2,000	$252,620
2	DLR	Digital Realty Trust, Inc.	428	$76,860
3	CCI	Crown Castle Inc. This page	549	$41,575
4	WY	Weyerhaeuser Co	590	$14,124
5	AMT	American Tower Corp /Ma/	50	$8,178
6	EPR	Epr Properties	8	$464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,575	549	+0.9%	Shares	Sole	2026-07-24
2026-03-31	$44,232	544	+0.7%	Shares	Sole	2026-05-11
2025-12-31	$47,989	540	+0.7%	Shares	Sole	2026-01-28
2025-09-30	$51,718	536	+0.8%	Shares	Sole	2025-10-22
2025-06-30	$54,652	532	-8.0%	Shares	Sole	2025-07-30
2025-03-31	$60,244	578	+0.9%	Shares	Sole	2025-04-18
2024-12-31	$52,005	573	-33.7%	Shares	Sole	2025-02-03
2024-09-30	$102,496	864	+0.6%	Shares	Sole	2024-10-17
2024-06-30	$83,924	859	+0.6%	Shares	Sole	2024-08-09
2024-03-31	$90,378	854	+0.6%	Shares	Sole	2024-04-19
2023-12-31	$97,796	849	+0.5%	Shares	Sole	2024-02-01
2023-09-30	$77,765	845	+9.6%	Shares	Sole	2024-01-10
2023-06-30	$87,847	771	+0.7%	Shares	Sole	2024-01-10
2023-03-31	$102,521	766	+0.5%	Shares	Sole	2024-01-10
2022-12-31	$103,357	762	-65.3%	Shares	Sole	2024-01-10
2022-09-30	$316,998	2,193	+202.5%	Shares	Sole	2024-01-10
2022-06-30	$122,075	725	+0.1%	Shares	Sole	2024-01-10
2022-03-31	$133,650	724	+76.2%	Shares	Sole	2024-01-10
2021-12-31	$85,792	411	+13.5%	Shares	Sole	2024-01-10
2021-09-30	$62,741	362	+123.5%	Shares	Sole	2024-01-10
2021-06-30	$31,606	162	-99.3%	Shares	Sole	2024-01-10
2021-03-31	$136	23,442	+60007.7%	Shares	Sole	2024-01-10
2020-12-31	$6,208	39	0.0%	Shares	Sole	2024-01-10
2020-09-30	$6,493	39	+2.6%	Shares	Sole	2024-01-10
2020-06-30	$6,359	38	0.0%	Shares	Sole	2024-01-10
2020-03-31	$5,487	38	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.