Position in CCI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$102,614
-$15,692 QoQ
Shares Held
1,355
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#673
of 925 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $162,863 across 5 REIT - Specialty names. CCI ranks #1 (63.0% of the industry book) .
All Filings in CCI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,614 | 1,355 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $118,306 | 1,455 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $53,055 | 597 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,385 | 346 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||