American Investment Services’s Crown Castle CCI Stock Holding History

American Investment 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 Q1	$294K	Sell	3,614 -358	-9%	-$30.8K	0.07%	119
2025 Q4	$353K	Hold	3,972	–	–	0.08%	110
2025 Q3	$383K	Sell	3,972 -245	-6%	-$24.8K	0.09%	104
2025 Q2	$433K	Buy	4,217 +50	+1%	+$5.06K	0.11%	98
2025 Q1	$434K	Buy	4,167 +308	+8%	+$28.8K	0.08%	113
2024 Q4	$350K	Hold	3,859	–	–	0.06%	126
2024 Q3	$458K	Hold	3,859	–	–	0.08%	112
2024 Q2	$377K	Sell	3,859 -1,075	-22%	-$106K	0.07%	117
2024 Q1	$522K	Hold	4,934	–	–	0.09%	103
2023 Q4	$568K	Hold	4,934	–	–	0.11%	97
2023 Q3	$454K	Buy	4,934 +941	+24%	+$97.5K	0.1%	98
2023 Q2	$455K	Hold	3,993	–	–	0.09%	103
2023 Q1	$542K	Hold	3,993	–	–	0.11%	95
2022 Q4	$542K	Hold	3,993	–	–	0.11%	95
2022 Q3	$577K	Sell	3,993 -425	-10%	-$72.7K	0.14%	84
2022 Q2	$744K	Hold	4,418	–	–	0.17%	68
2022 Q1	$816K	Buy	4,418 +373	+9%	+$66.4K	0.18%	66
2021 Q4	$844K	Hold	4,045	–	–	0.18%	69
2021 Q3	$701K	Hold	4,045	–	–	0.16%	75
2021 Q2	$789K	Buy	+4,045	New	+$757K	0.18%	69

Other funds holding CCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Investment Services's CCI Position: Q1 2026 in Review

American Investment Services reduced its Crown Castle (CCI) stake by 9% in Q1 2026, selling an estimated $30.8K and leaving 3,614 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #119.

American Investment Services first reported a position in CCI in Q2 2021 and has held it in 20 quarters since. The position peaked at $844K in Q4 2021. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

American Investment Services held 3,614 shares of Crown Castle worth $294K as of Q1 2026.
American Investment Services sold 358 Crown Castle shares in Q1 2026, an estimated $30.8K.
Crown Castle made up 0.07% of American Investment Services's portfolio in Q1 2026, its #119 holding.
American Investment Services first reported a position in Crown Castle in Q2 2021 and has held it in 20 quarters since.
American Investment Services's Crown Castle position peaked at $844K in Q4 2021.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.