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Annis Gardner Whiting Capital Advisors’s Crown Castle CCI Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-187
Closed -$15.2K – 479
2026
Q1 		$15.2K Sell
187
-14
-7% -$1.21K ﹤0.01% 796
2025
Q4 		$17.9K Hold
201
– – ﹤0.01% 680
2025
Q3 		$19.4K Sell
201
-631
-76% -$63.9K ﹤0.01% 614
2025
Q2 		$85.5K Sell
832
-312
-27% -$31.6K 0.03% 329
2025
Q1 		$119K Buy
1,144
+1,004
+717% +$93.7K 0.05% 249
2024
Q4 		$12.7K Sell
140
-82
-37% -$8.57K ﹤0.01% 503
2024
Q3 		$26.3K Sell
222
-126
-36% -$13.9K 0.01% 432
2024
Q2 		$34K Sell
348
-87
-20% -$8.57K 0.01% 466
2024
Q1 		$46K Buy
435
+191
+78% +$20.8K 0.02% 392
2023
Q4 		$28.1K Sell
244
-858
-78% -$87.9K 0.01% 362
2023
Q3 		$101K Buy
+1,102
New +$114K 0.05% 206

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

Annis Gardner Whiting Capital Advisors's CCI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 187 shares — an estimated $15.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in CCI in Q3 2023 and held it in 11 quarters. The position peaked at $119K in Q1 2025. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 187 Crown Castle shares in Q2 2026, an estimated $15.2K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Crown Castle in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Crown Castle position peaked at $119K in Q1 2025.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.