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CCI icon

Bailard’s Crown Castle CCI Stock Holding History

Bailard’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 		$322K Buy
4,246
+109
+3% +$9.57K 0.01% 620
2026
Q1 		$336K Buy
4,137
+411
+11% +$35.4K 0.01% 561
2025
Q4 		$331K Sell
3,726
-43
-1% -$3.96K 0.01% 542
2025
Q3 		$364K Buy
3,769
+12
+0.3% +$1.21K 0.01% 561
2025
Q2 		$386K Sell
3,757
-10
-0.3% -$1.01K 0.01% 550
2025
Q1 		$393K Sell
3,767
-1
-0% -$93 0.01% 508
2024
Q4 		$342K Buy
+3,768
New +$394K 0.01% 532
2023
Q4 		– Sell
-45,162
Closed -$4.16M – 723
2023
Q3 		$4.16M Sell
45,162
-623
-1% -$64.5K 0.14% 132
2023
Q2 		$5.22M Buy
45,785
+8,251
+22% +$982K 0.18% 111
2023
Q1 		$5.02M Buy
37,534
+2,945
+9% +$407K 0.18% 110
2022
Q4 		$4.69M Sell
34,589
-8,761
-20% -$1.18M 0.18% 111
2022
Q3 		$6.27M Buy
43,350
+48
+0.1% +$8.21K 0.26% 90
2022
Q2 		$7.29M Buy
43,302
+808
+2% +$147K 0.29% 80
2022
Q1 		$7.84M Buy
42,494
+41,093
+2,933% +$7.31M 0.26% 88
2021
Q4 		$292K Buy
1,401
+14
+1% +$2.58K 0.01% 544
2021
Q3 		$240K Buy
1,387
+115
+9% +$22.2K 0.01% 616
2021
Q2 		$248K Hold
1,272
– – 0.01% 611
2021
Q1 		$219K Buy
+1,272
New +$204K 0.01% 636
2016
Q4 		– Sell
-2,449
Closed -$231K – 308
2016
Q3 		$231K Buy
+2,449
New +$236K 0.02% 291

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

Bailard's CCI Position: Q2 2026 in Review

Bailard increased its Crown Castle (CCI) stake by 2.6% in Q2 2026, buying an estimated $9.57K and bringing the position to 4,246 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #620.

Bailard first reported a position in CCI in Q3 2016 and has held it in 19 quarters since. The position peaked at $7.84M in Q1 2022. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Bailard held 4,246 shares of Crown Castle worth $322K as of Q2 2026.
  • Bailard bought 109 Crown Castle shares in Q2 2026, an estimated $9.57K.
  • Crown Castle made up 0.01% of Bailard's portfolio in Q2 2026, its #620 holding.
  • Bailard first reported a position in Crown Castle in Q3 2016 and has held it in 19 quarters since.
  • Bailard's Crown Castle position peaked at $7.84M in Q1 2022.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.