Position in CCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,126,783
-$13,876,371 QoQ
Shares Held
80,903
-67.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#218
of 929 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $151,044,762 across 18 REIT - Specialty names. CCI ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
268,120 | $43,856,388 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
224,719 | $40,355,037 | |
| 3 | EQIX |
Equinix Inc
|
27,265 | $28,420,762 | |
| 4 | SBAC |
Sba Communications Corp
|
98,412 | $17,365,781 | |
| 5 | CCI |
Crown Castle Inc.
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|
80,903 | $6,126,783 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
39,237 | $6,120,187 | |
| 7 | IRM |
Iron Mountain Inc
|
45,566 | $5,755,441 | |
| 8 | WY |
Weyerhaeuser Co
|
46,949 | $1,123,958 |
All Filings in CCI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,126,783 | 80,903 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||