Position in CCI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$10,299
+$2,168 QoQ
Shares Held
136
+36.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#792
of 923 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $111,649 across 10 REIT - Specialty names. CCI ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
26 | $27,102 | |
| 2 | AMT |
American Tower Corp /Ma/
|
157 | $25,680 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
138 | $24,782 | |
| 4 | CCI |
Crown Castle Inc.
This page
|
136 | $10,299 | |
| 5 | IRM |
Iron Mountain Inc
|
70 | $8,841 | |
| 6 | WY |
Weyerhaeuser Co
|
221 | $5,290 | |
| 7 | SBAC |
Sba Communications Corp
|
26 | $4,587 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
17 | $2,651 |
All Filings in CCI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,299 | 136 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $8,131 | 100 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,132 | 24 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,377 | 35 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,348 | 91 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,231 | 31 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $5 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $8 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||