Position in CCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,118
-$3,370 QoQ
Shares Held
94
-27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#251
of 307 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $5,296,726 across 11 REIT - Specialty names. CCI ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
27,958 | $4,573,090 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
3,100 | $483,538 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
755 | $135,582 | |
| 4 | WY |
Weyerhaeuser Co
|
2,082 | $49,843 | |
| 5 | EQIX |
Equinix Inc
|
22 | $22,932 | |
| 6 | IRM |
Iron Mountain Inc
|
123 | $15,536 | |
| 7 | CCI |
Crown Castle Inc.
This page
|
94 | $7,118 | |
| 8 | SBAC |
Sba Communications Corp
|
18 | $3,176 |
All Filings in CCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,118 | 94 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,488 | 129 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,709 | 98 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $578 | 6 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,341 | 52 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,419 | 52 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $13,614 | 150 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,100 | 102 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,965 | 102 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,794 | 102 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,021 | 87 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,424 | 135 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $22,560 | 198 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $41,891 | 313 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $53,577 | 395 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $65,481 | 453 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $76,276 | 453 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $66,271 | 359 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $135,882 | 784 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $50,140 | 257 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $44,237 | 257 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $42,026 | 264 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $27,472 | 165 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $36,817 | 220 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $23,826 | 165 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||