Bank of Montreal’s Crown Castle CCI Stock Holding History

Bank of Montreal’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
2023 Q3	–	Sell	-4,300	Closed	-$496K	–	3845
2023 Q2	$496K	Buy	+4,300	New	+$512K	﹤0.01%	2605
2023 Q1	–	Sell	-6,700	Closed	-$923K	–	3824
2022 Q4	$923K	Buy	+6,700	New	+$906K	﹤0.01%	2231
2022 Q3	–	Sell	-6,300	Closed	-$1.11K	–	4098
2022 Q2	$1.11K	Buy	+6,300	New	+$1.15M	﹤0.01%	2240
2020 Q4	–	Sell	-25,000	Closed	-$4.13M	–	4942
2020 Q3	$4.13M	Buy	+25,000	New	+$4.13M	﹤0.01%	1318

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal's CCI Position: Q2 2026 in Review

Bank of Montreal increased its Crown Castle (CCI) stake by 18% in Q2 2026, buying an estimated $9.06M and bringing the position to 686,554 shares worth $52M. The position accounts for 0.02% of the portfolio, ranked #595.

Bank of Montreal first reported a position in CCI in Q2 2013 and has held it in 53 quarters since. The position peaked at $352M in Q3 2021. 681 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Bank of Montreal held 686,554 shares of Crown Castle worth $52M as of Q2 2026.
Bank of Montreal bought 103,162 Crown Castle shares in Q2 2026, an estimated $9.06M.
Crown Castle made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #595 holding.
Bank of Montreal first reported a position in Crown Castle in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Crown Castle position peaked at $352M in Q3 2021.
681 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.