Position in CCI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,135
-$8,514 QoQ
Shares Held
15
-85.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#891
of 925 holders
Holding Since
Mar 2020
22 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, 2026Caldwell Trust Co holds $1,105,690 across 8 REIT - Specialty names. CCI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,137 | $513,119 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
2,032 | $364,906 | |
| 3 | WY |
Weyerhaeuser Co
|
5,316 | $127,265 | |
| 4 | IRM |
Iron Mountain Inc
|
363 | $45,850 | |
| 5 | RYN |
Rayonier Inc
|
1,829 | $38,921 | |
| 6 | SBAC |
Sba Communications Corp
|
68 | $11,999 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
16 | $2,495 | |
| 8 | CCI |
Crown Castle Inc.
This page
|
15 | $1,135 |
All Filings in CCI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,135 | 15 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $9,649 | 100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,273 | 100 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $11,256 | 108 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $9,983 | 110 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $25,386 | 214 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $13,189 | 135 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $14,287 | 135 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $15,550 | 135 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $16,381 | 178 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $33,384 | 293 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $28,775 | 215 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $29,162 | 215 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $33,824 | 234 | Shares | Sole | 2025-10-01 | |
| 2021-12-31 | $5,218 | 25 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $4,333 | 25 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $5,853 | 30 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $5,163 | 30 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $4,775 | 30 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $74,092 | 445 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $101,246 | 605 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $87,362 | 605 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||