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PlanVest Financial, Inc

Position in CCI — Crown Castle Inc.

CIK 2135239 GAITHERSBURG, MD

Position in CCI

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$833
-$61 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#901
of 925 holders
Holding Since
Mar 2026
2 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, 2026

PlanVest Financial, Inc holds $212,600 across 5 REIT - Specialty names. CCI ranks #5 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 CCI
Crown Castle Inc.
This page
11 $833

All Filings in CCI

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $833 11
2026-03-31 $894 11