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Ballentine Partners’s Crown Castle CCI Stock Holding History

Ballentine Partners’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 		– Sell
-2,968
Closed -$264K – 1027
2025
Q4 		$264K Sell
2,968
-936
-24% -$86.1K ﹤0.01% 781
2025
Q3 		$377K Sell
3,904
-372
-9% -$37.6K 0.01% 604
2025
Q2 		$439K Sell
4,276
-170
-4% -$17.2K 0.01% 528
2025
Q1 		$463K Sell
4,446
-4,089
-48% -$382K 0.01% 469
2024
Q4 		$775K Sell
8,535
-657
-7% -$68.7K 0.01% 335
2024
Q3 		$1.09M Buy
9,192
+522
+6% +$57.5K 0.02% 266
2024
Q2 		$847K Buy
8,670
+138
+2% +$13.6K 0.02% 296
2024
Q1 		$903K Sell
8,532
-354
-4% -$38.5K 0.02% 271
2023
Q4 		$1.02M Buy
8,886
+6,406
+258% +$656K 0.02% 227
2023
Q3 		$228K Sell
2,480
-190
-7% -$19.7K 0.01% 521
2023
Q2 		$304K Buy
2,670
+639
+31% +$76.1K 0.01% 446
2023
Q1 		$272K Sell
2,031
-349
-15% -$48.2K 0.01% 441
2022
Q4 		$323K Sell
2,380
-350
-13% -$47.3K 0.01% 363
2022
Q3 		$395K Buy
2,730
+656
+32% +$112K 0.01% 283
2022
Q2 		$350K Buy
2,074
+63
+3% +$11.5K 0.01% 299
2022
Q1 		$371K Buy
2,011
+344
+21% +$61.2K 0.01% 308
2021
Q4 		$347K Buy
1,667
+248
+17% +$45.8K 0.01% 339
2021
Q3 		$246K Buy
1,419
+3
+0.2% +$580 0.01% 360
2021
Q2 		$276K Buy
1,416
+30
+2% +$5.62K 0.01% 335
2021
Q1 		$238K Sell
1,386
-83
-6% -$13.3K 0.01% 342
2020
Q4 		$234K Sell
1,469
-300
-17% -$48.7K 0.01% 333
2020
Q3 		$295K Sell
1,769
-31
-2% -$5.12K 0.01% 298
2020
Q2 		$301K Buy
1,800
+46
+3% +$7.41K 0.01% 274
2020
Q1 		$253K Buy
1,754
+98
+6% +$14.6K 0.01% 279
2019
Q4 		$235K Buy
1,656
+10
+0.6% +$1.36K 0.01% 345
2019
Q3 		$229K Buy
+1,646
New +$228K 0.01% 348

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ballentine Partners's CCI Position: Q1 2026 in Review

Ballentine Partners sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2,968 shares — an estimated $264K sold.

Ballentine Partners first reported a position in CCI in Q3 2019 and held it in 26 quarters. The position peaked at $1.09M in Q3 2024. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Ballentine Partners reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Ballentine Partners sold 2,968 Crown Castle shares in Q1 2026, an estimated $264K.
  • Ballentine Partners first reported a position in Crown Castle in Q3 2019 and held it in 26 quarters.
  • Ballentine Partners's Crown Castle position peaked at $1.09M in Q3 2024.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.