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Aptus Capital Advisors’s Crown Castle CCI Stock Holding History

Aptus 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
-7,071
Closed -$575K – 1796
2026
Q1 		$575K Sell
7,071
-1,708
-19% -$147K ﹤0.01% 681
2025
Q4 		$780K Buy
8,779
+464
+6% +$42.7K 0.01% 629
2025
Q3 		$802K Buy
8,315
+3,427
+70% +$347K 0.01% 593
2025
Q2 		$502K Buy
4,888
+676
+16% +$68.4K ﹤0.01% 671
2025
Q1 		$439K Sell
4,212
-172
-4% -$16.1K ﹤0.01% 669
2024
Q4 		$398K Buy
4,384
+424
+11% +$44.3K ﹤0.01% 704
2024
Q3 		$470K Buy
3,960
+336
+9% +$37K 0.01% 555
2024
Q2 		$354K Buy
3,624
+149
+4% +$14.7K 0.01% 579
2024
Q1 		$368K Buy
3,475
+311
+10% +$33.8K 0.01% 581
2023
Q4 		$364K Buy
3,164
+267
+9% +$27.3K 0.01% 434
2023
Q3 		$267K Buy
+2,897
New +$300K 0.01% 500
2023
Q2 		– Sell
-1,548
Closed -$207K – 802
2023
Q1 		$207K Sell
1,548
-30,333
-95% -$4.19M 0.01% 464
2022
Q4 		$4.32M Buy
31,881
+30,390
+2,038% +$4.11M 0.13% 130
2022
Q3 		$216K Sell
1,491
-128
-8% -$21.9K 0.01% 425
2022
Q2 		$273K Buy
1,619
+121
+8% +$22K 0.01% 336
2022
Q1 		$276K Buy
+1,498
New +$267K 0.01% 370

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

Aptus Capital Advisors's CCI Position: Q2 2026 in Review

Aptus Capital Advisors sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 7,071 shares — an estimated $575K sold.

Aptus Capital Advisors first reported a position in CCI in Q1 2022 and held it in 16 quarters. The position peaked at $4.32M in Q4 2022. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Aptus Capital Advisors reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 7,071 Crown Castle shares in Q2 2026, an estimated $575K.
  • Aptus Capital Advisors first reported a position in Crown Castle in Q1 2022 and held it in 16 quarters.
  • Aptus Capital Advisors's Crown Castle position peaked at $4.32M in Q4 2022.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.