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B. Riley Wealth Advisors’s Crown Castle CCI Stock Holding History

B. Riley Wealth 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
-3,250
Closed -$259K – 940
2026
Q1 		$259K Sell
3,250
-417
-11% -$35.9K 0.02% 624
2025
Q4 		$326K Buy
3,667
+265
+8% +$24.4K 0.02% 683
2025
Q3 		$328K Sell
3,402
-1,247
-27% -$126K 0.02% 686
2025
Q2 		$478K Buy
+4,649
New +$471K 0.02% 540
2024
Q4 		$1.24M Sell
13,675
-3,608
-21% -$377K 0.04% 389
2024
Q3 		$2.01M Sell
17,283
-9,641
-36% -$1.06M 0.06% 311
2024
Q2 		$2.63M Sell
26,924
-12,041
-31% -$1.19M 0.07% 277
2024
Q1 		$3.59M Buy
38,965
+8,990
+30% +$978K 0.1% 211
2023
Q4 		$3.45M Sell
29,975
-8,990
-23% -$921K 0.09% 226
2023
Q3 		$3.59M Sell
38,965
-2,561
-6% -$265K 0.1% 211
2023
Q2 		$4.73M Sell
41,526
-4,037
-9% -$481K 0.11% 196
2023
Q1 		$6.1M Sell
45,563
-1,391
-3% -$192K 0.16% 143
2022
Q4 		$6.37M Buy
46,954
+329
+0.7% +$44.5K 0.18% 137
2022
Q3 		$6.74M Buy
46,625
+27,510
+144% +$4.71M 0.2% 103
2022
Q2 		$3.22M Sell
19,115
-2,114
-10% -$385K 0.14% 158
2022
Q1 		$3.92M Buy
21,229
+1,110
+6% +$198K 0.13% 172
2021
Q4 		$4.2M Buy
20,119
+1,219
+6% +$225K 0.12% 177
2021
Q3 		$3.28M Buy
18,900
+1,435
+8% +$277K 0.1% 219
2021
Q2 		$3.4M Sell
17,465
-848
-5% -$159K 0.11% 211
2021
Q1 		$3.15M Buy
18,313
+6,272
+52% +$1M 0.11% 209
2020
Q4 		$1.92M Sell
12,041
-1,629
-12% -$264K 0.1% 210
2020
Q3 		$2.28M Buy
13,670
+3,723
+37% +$614K 0.12% 180
2020
Q2 		$1.67M Sell
9,947
-203
-2% -$32.7K 0.11% 195
2020
Q1 		$1.47M Buy
10,150
+50
+0.5% +$7.46K 0.13% 168
2019
Q4 		$1.44M Buy
10,100
+2,062
+26% +$281K 0.12% 188
2019
Q3 		$1.12M Buy
8,038
+1,570
+24% +$217K 0.11% 206
2019
Q2 		$845K Buy
6,468
+2,795
+76% +$359K 0.09% 231
2019
Q1 		$473K Buy
3,673
+91
+3% +$10.7K 0.06% 360
2018
Q4 		$391K Sell
3,582
-155
-4% -$17K 0.06% 366
2018
Q3 		$419K Sell
3,737
-72
-2% -$8.02K 0.05% 393
2018
Q2 		$413K Sell
3,809
-340
-8% -$35.3K 0.05% 376
2018
Q1 		$457K Buy
4,149
+107
+3% +$11.6K 0.06% 334
2017
Q4 		$451K Buy
4,042
+1,153
+40% +$124K 0.06% 339
2017
Q3 		$291K Buy
2,889
+811
+39% +$82.9K 0.05% 383
2017
Q2 		$210K Buy
+2,078
New +$204K 0.04% 463
2014
Q3 		– Sell
-50
Closed -$3.73K – 830
2014
Q2 		$3.73K Buy
+50
New +$3.75K ﹤0.01% 2126

Other funds holding CCI

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

B. Riley Wealth Advisors's CCI Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 3,250 shares — an estimated $259K sold.

B. Riley Wealth Advisors first reported a position in CCI in Q2 2014 and held it in 36 quarters. The position peaked at $6.74M in Q3 2022. 175 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,250 Crown Castle shares in Q2 2026, an estimated $259K.
  • B. Riley Wealth Advisors first reported a position in Crown Castle in Q2 2014 and held it in 36 quarters.
  • B. Riley Wealth Advisors's Crown Castle position peaked at $6.74M in Q3 2022.
  • 175 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.