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Beacon Pointe Advisors’s Crown Castle CCI Stock Holding History

Beacon Pointe Advisors’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 		$469K Sell
6,191
-1,300
-17% -$114K ﹤0.01% 1362
2026
Q1 		$609K Buy
7,491
+1,579
+27% +$136K ﹤0.01% 1211
2025
Q4 		$525K Sell
5,912
-133
-2% -$12.2K ﹤0.01% 1060
2025
Q3 		$583K Sell
6,045
-13,812
-70% -$1.4M ﹤0.01% 956
2025
Q2 		$2.04M Sell
19,857
-2,386
-11% -$241K 0.02% 479
2025
Q1 		$2.32M Sell
22,243
-925
-4% -$86.4K 0.03% 434
2024
Q4 		$2.1M Sell
23,168
-1,508
-6% -$158K 0.02% 447
2024
Q3 		$2.93M Sell
24,676
-2,339
-9% -$258K 0.03% 395
2024
Q2 		$2.64M Buy
27,015
+175
+0.7% +$17.2K 0.03% 424
2024
Q1 		$2.84M Sell
26,840
-2,211
-8% -$241K 0.03% 419
2023
Q4 		$3.35M Sell
29,051
-1,660
-5% -$170K 0.04% 373
2023
Q3 		$2.83M Buy
30,711
+7,723
+34% +$800K 0.04% 389
2023
Q2 		$2.62M Buy
22,988
+2,376
+12% +$283K 0.04% 325
2023
Q1 		$2.76M Sell
20,612
-1,678
-8% -$232K 0.05% 326
2022
Q4 		$3.02M Buy
22,290
+686
+3% +$92.8K 0.06% 279
2022
Q3 		$3.11M Sell
21,604
-2,824
-12% -$483K 0.07% 231
2022
Q2 		$4.11M Sell
24,428
-26,325
-52% -$4.79M 0.09% 207
2022
Q1 		$9.37M Buy
50,753
+29,293
+137% +$5.21M 0.13% 160
2021
Q4 		$4.48M Buy
21,460
+42
+0.2% +$7.75K 0.12% 151
2021
Q3 		$3.71M Buy
21,418
+8,625
+67% +$1.67M 0.09% 200
2021
Q2 		$2.5M Buy
12,793
+8,935
+232% +$1.67M 0.09% 190
2021
Q1 		$660K Buy
3,858
+1,319
+52% +$211K 0.04% 257
2020
Q4 		$406K Sell
2,539
-361
-12% -$58.6K 0.03% 308
2020
Q3 		$483K Buy
2,900
+636
+28% +$105K 0.05% 236
2020
Q2 		$378K Buy
2,264
+268
+13% +$43.2K 0.04% 270
2020
Q1 		$287K Buy
+1,996
New +$298K 0.05% 241

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

Beacon Pointe Advisors's CCI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Crown Castle (CCI) stake by 17% in Q2 2026, selling an estimated $114K and leaving 6,191 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Beacon Pointe Advisors first reported a position in CCI in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.37M in Q1 2022. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Beacon Pointe Advisors held 6,191 shares of Crown Castle worth $469K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,300 Crown Castle shares in Q2 2026, an estimated $114K.
  • Crown Castle made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1362 holding.
  • Beacon Pointe Advisors first reported a position in Crown Castle in Q1 2020 and has held it in 26 quarters since.
  • Beacon Pointe Advisors's Crown Castle position peaked at $9.37M in Q1 2022.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.