Position in CCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,003,154
+$17,848,146 QoQ
Shares Held
246,011
+914.5% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 99.33539287020852.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6646071297914719.ToString("F0")%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $153,417,691 across 17 REIT - Specialty names. CCI ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
357,095 | $61,627,454 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
212,637 | $38,319,312 | |
| 3 | CCI |
Crown Castle Inc.
This page
|
246,011 | $20,003,154 | |
| 4 | SBAC |
Sba Communications Corp
|
95,113 | $16,369,897 | |
| 5 | EQIX |
Equinix Inc
|
6,439 | $6,311,764 | |
| 6 | IRM |
Iron Mountain Inc
|
44,536 | $4,548,906 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
29,749 | $3,768,007 | |
| 8 | WY |
Weyerhaeuser Co
|
46,271 | $1,130,400 |
All Filings in CCI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,003,154 | 246,011 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,155,008 | 24,249 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,001,996 | 31,112 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,916,298 | 28,388 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,382,072 | 22,854 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,171,075 | 12,903 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $664,446 | 5,601 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $294,858 | 3,018 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $111,967 | 1,058 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $921 | 8 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,681 | 40 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,534 | 189 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,714 | 95 | Shares | Defined | 2023-05-11 | |
| 2021-03-31 | $3,614 | 21 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $19,102 | 120 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||