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Advocate Investing Services’s Crown Castle CCI Stock Holding History

Advocate Investing Services’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$682 Hold
9
– – ﹤0.01% 432
2026
Q1 		$732 Hold
9
– – ﹤0.01% 412
2025
Q4 		$800 Buy
+9
New +$828 ﹤0.01% 392

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advocate Investing Services's CCI Position: Q2 2026 in Review

Advocate Investing Services held its Crown Castle (CCI) position steady in Q2 2026 at 9 shares worth $682. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Advocate Investing Services first reported a position in CCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $800 in Q4 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Advocate Investing Services held 9 shares of Crown Castle worth $682 as of Q2 2026.
  • Advocate Investing Services left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #432 holding.
  • Advocate Investing Services first reported a position in Crown Castle in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Crown Castle position peaked at $800 in Q4 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.