Position in CCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,146
-$5,425 QoQ
Shares Held
200
-20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#764
of 925 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,254,722 across 10 REIT - Specialty names. CCI ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
61,600 | $1,474,704 | |
| 2 | IRM |
Iron Mountain Inc
|
11,573 | $1,461,785 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
777 | $139,533 | |
| 4 | FPI |
Farmland Partners Inc.
|
11,270 | $109,093 | |
| 5 | AMT |
American Tower Corp /Ma/
|
213 | $34,840 | |
| 6 | CCI |
Crown Castle Inc.
This page
|
200 | $15,146 | |
| 7 | RYN |
Rayonier Inc
|
524 | $11,150 | |
| 8 | FRMI |
Fermi Inc.
|
525 | $4,809 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,146 | 200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $20,571 | 253 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $18,218 | 205 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,780 | 205 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,127 | 303 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $21,367 | 205 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,152 | 200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,726 | 200 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $19,540 | 200 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $21,166 | 200 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $37,436 | 325 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $29,909 | 325 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $41,474 | 364 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $127,148 | 950 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $128,858 | 950 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $137,322 | 950 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $159,961 | 950 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $175,370 | 950 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $221,264 | 1,060 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $194,985 | 1,125 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $185,345 | 950 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $200,359 | 1,164 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $151,230 | 950 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $158,175 | 950 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $125,512 | 750 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $14,440 | 100 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||