Barrett & Company’s Crown Castle CCI Stock Holding History

Barrett & Company’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	$6.06K	Hold	80	–	–	﹤0.01%	537
2026 Q1	$6.5K	Hold	80	–	–	﹤0.01%	496
2025 Q4	$7.11K	Hold	80	–	–	﹤0.01%	498
2025 Q3	$7.72K	Hold	80	–	–	﹤0.01%	490
2025 Q2	$8.22K	Hold	80	–	–	﹤0.01%	491
2025 Q1	$8.34K	Hold	80	–	–	﹤0.01%	457
2024 Q4	$7.26K	Hold	80	–	–	﹤0.01%	463
2024 Q3	$9.49K	Hold	80	–	–	﹤0.01%	428
2024 Q2	$7.82K	Hold	80	–	–	﹤0.01%	448
2024 Q1	$8.47K	Hold	80	–	–	﹤0.01%	443
2023 Q4	$9.21K	Hold	80	–	–	0.01%	417
2023 Q3	$7.36K	Hold	80	–	–	﹤0.01%	447
2023 Q2	$9.12K	Hold	80	–	–	0.01%	419
2023 Q1	$10.7K	Hold	80	–	–	0.01%	381
2022 Q4	$10.9K	Hold	80	–	–	0.01%	373
2022 Q3	$10.9K	Buy	+80	New	+$13.7K	0.01%	373

Other funds holding CCI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Barrett & Company's CCI Position: Q2 2026 in Review

Barrett & Company held its Crown Castle (CCI) position steady in Q2 2026 at 80 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Barrett & Company first reported a position in CCI in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.9K in Q4 2022. 937 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Barrett & Company held 80 shares of Crown Castle worth $6.06K as of Q2 2026.
Barrett & Company left its Crown Castle share count unchanged in Q2 2026.
Crown Castle made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #537 holding.
Barrett & Company first reported a position in Crown Castle in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's Crown Castle position peaked at $10.9K in Q4 2022.
937 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.