BIAS
CCI icon

Beacon Investment Advisory Services’s Crown Castle CCI Stock Holding History

Beacon Investment Advisory Services’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 		$31.7K Sell
419
-103
-20% -$9.05K ﹤0.01% 489
2026
Q1 		$42.4K Buy
+522
New +$44.9K ﹤0.01% 453
2024
Q1 		– Sell
-2,570
Closed -$296K – 268
2023
Q4 		$296K Hold
2,570
– – 0.01% 227
2023
Q3 		$237K Buy
2,570
+195
+8% +$20.2K 0.01% 249
2023
Q2 		$271K Hold
2,375
– – 0.01% 245
2023
Q1 		$318K Hold
2,375
– – 0.02% 227
2022
Q4 		$322K Hold
2,375
– – 0.02% 225
2022
Q3 		$343K Hold
2,375
– – 0.02% 216
2022
Q2 		$400K Sell
2,375
-135
-5% -$24.6K 0.02% 213
2022
Q1 		$463K Sell
2,510
-135
-5% -$24K 0.02% 214
2021
Q4 		$552K Buy
2,645
+110
+4% +$20.3K 0.02% 206
2021
Q3 		$439K Sell
2,535
-29
-1% -$5.61K 0.02% 217
2021
Q2 		$500K Sell
2,564
-875
-25% -$164K 0.02% 205
2021
Q1 		$592K Sell
3,439
-33,859
-91% -$5.42M 0.03% 186
2020
Q4 		$5.94M Sell
37,298
-148
-0.4% -$24K 0.27% 78
2020
Q3 		$6.24M Sell
37,446
-30
-0.1% -$4.95K 0.32% 73
2020
Q2 		$6.27M Buy
37,476
+912
+2% +$147K 0.36% 71
2020
Q1 		$5.28M Buy
36,564
+54
+0.1% +$8.05K 0.37% 69
2019
Q4 		$5.19M Buy
36,510
+467
+1% +$63.7K 0.28% 80
2019
Q3 		$5.01M Buy
36,043
+1,032
+3% +$143K 0.5% 53
2019
Q2 		$4.56M Buy
+35,011
New +$4.5M 0.48% 55
2019
Q1 		– Hold
0
– – – 53
2018
Q4 		– Sell
-35,307
Closed -$3.88M – 66
2018
Q3 		$3.93M Buy
+35,307
New +$3.93M 0.38% 68
2018
Q2 		– Sell
-28,322
Closed -$2.94M – 68
2018
Q1 		$3.1M Buy
28,322
+284
+1% +$30.8K 0.32% 80
2017
Q4 		$3.11M Buy
28,038
+1,138
+4% +$123K 0.33% 82
2017
Q3 		$2.69M Buy
+26,900
New +$2.75M 0.23% 100

Other funds holding CCI

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 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

Beacon Investment Advisory Services's CCI Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Crown Castle (CCI) stake by 20% in Q2 2026, selling an estimated $9.05K and leaving 419 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Beacon Investment Advisory Services first reported a position in CCI in Q3 2017 and has held it in 25 quarters since. The position peaked at $6.27M in Q2 2020. 226 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Beacon Investment Advisory Services held 419 shares of Crown Castle worth $31.7K as of Q2 2026.
  • Beacon Investment Advisory Services sold 103 Crown Castle shares in Q2 2026, an estimated $9.05K.
  • Crown Castle made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #489 holding.
  • Beacon Investment Advisory Services first reported a position in Crown Castle in Q3 2017 and has held it in 25 quarters since.
  • Beacon Investment Advisory Services's Crown Castle position peaked at $6.27M in Q2 2020.
  • 226 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.