Position in CCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,118
+$1,671 QoQ
Shares Held
94
+40.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#825
of 925 holders
Holding Since
Jun 2025
5 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, 2026IMG Wealth Management, Inc. holds $65,553 across 7 REIT - Specialty names. CCI ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
269 | $33,977 | |
| 2 | AMT |
American Tower Corp /Ma/
|
72 | $11,777 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
46 | $8,260 | |
| 4 | CCI |
Crown Castle Inc.
This page
|
94 | $7,118 | |
| 5 | EQIX |
Equinix Inc
|
3 | $3,127 | |
| 6 | SBAC |
Sba Communications Corp
|
7 | $1,235 | |
| 7 | LAND |
GLADSTONE LAND Corp
|
7 | $59 |
All Filings in CCI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,118 | 94 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,447 | 67 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,485 | 163 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,727 | 163 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $16,744 | 163 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||