Position in CCI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,345
-$623 QoQ
Shares Held
97
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#817
of 925 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $69,236 across 9 REIT - Specialty names. CCI ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
132 | $21,591 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
90 | $16,162 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
91 | $14,194 | |
| 4 | CCI |
Crown Castle Inc.
This page
|
97 | $7,345 | |
| 5 | WY |
Weyerhaeuser Co
|
197 | $4,716 | |
| 6 | EQIX |
Equinix Inc
|
4 | $4,169 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
17 | $757 | |
| 8 | SBAC |
Sba Communications Corp
|
1 | $176 |
All Filings in CCI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,345 | 97 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,968 | 98 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,620 | 97 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,456 | 98 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,067 | 98 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $10,214 | 98 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,618 | 117 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $15,896 | 134 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,896 | 132 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,863 | 131 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,089 | 131 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||