Position in CCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,887,535
-$1,228,191 QoQ
Shares Held
130,563
-4.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#168
of 923 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 8%
None 56%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $94,000,111 across 11 REIT - Specialty names. CCI ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
160,322 | $26,223,868 | |
| 2 | EQIX |
Equinix Inc
|
21,411 | $22,318,611 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
90,005 | $14,038,979 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
58,172 | $10,446,526 | |
| 5 | CCI |
Crown Castle Inc.
This page
|
130,563 | $9,887,535 | |
| 6 | IRM |
Iron Mountain Inc
|
33,422 | $4,221,532 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
75,985 | $3,383,611 | |
| 8 | WY |
Weyerhaeuser Co
|
62,640 | $1,499,601 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,887,535 | 130,563 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $11,115,726 | 136,708 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $11,943,593 | 134,394 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $14,488,165 | 150,152 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $15,796,072 | 153,763 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $17,145,417 | 164,496 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $16,478,022 | 181,556 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $25,938,567 | 218,651 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $23,083,871 | 236,273 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $31,441,139 | 297,091 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $45,690,457 | 396,653 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $48,195,373 | 523,692 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $75,522,735 | 662,829 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $116,644,235 | 871,520 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $185,455,552 | 1,367,263 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $232,321,192 | 1,607,203 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $263,421,079 | 1,564,444 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $287,938,709 | 1,559,798 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $319,068,482 | 1,528,545 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $256,851,919 | 1,481,952 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $287,219,000 | 1,472,163 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $253,716,003 | 1,473,979 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $177,633,909 | 1,115,861 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $175,904,085 | 1,056,481 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $200,924,757 | 1,200,626 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $188,506,110 | 1,305,444 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||