Berkeley Capital Partners’s Crown Castle CCI Stock Holding History

Berkeley Capital 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	$790K	Buy	9,710 +6,864	+241%	+$591K	0.18%	104
2025 Q4	$253K	Buy	+2,846	New	+$262K	0.06%	167
2023 Q3	–	Sell	-5,324	Closed	-$607K	–	150
2023 Q2	$607K	Buy	5,324 +6	+0.1%	+$714	0.21%	86
2023 Q1	$712K	Buy	5,318 +519	+11%	+$71.7K	0.26%	76
2022 Q4	$651K	Buy	4,799 +1,297	+37%	+$175K	0.25%	79
2022 Q3	$506K	Buy	3,502 +31	+0.9%	+$5.3K	0.22%	84
2022 Q2	$584K	Sell	3,471 -40	-1%	-$7.28K	0.24%	79
2022 Q1	$648K	Buy	+3,511	New	+$625K	0.26%	80

Other funds holding CCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Berkeley Capital Partners's CCI Position: Q1 2026 in Review

Berkeley Capital Partners increased its Crown Castle (CCI) stake by 241% in Q1 2026, buying an estimated $591K and bringing the position to 9,710 shares worth $790K. The position accounts for 0.18% of the portfolio, ranked #104.

Berkeley Capital Partners first reported a position in CCI in Q1 2022 and has held it in 8 quarters since. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Berkeley Capital Partners held 9,710 shares of Crown Castle worth $790K as of Q1 2026.
Berkeley Capital Partners bought 6,864 Crown Castle shares in Q1 2026, an estimated $591K.
Crown Castle made up 0.18% of Berkeley Capital Partners's portfolio in Q1 2026, its #104 holding.
Berkeley Capital Partners first reported a position in Crown Castle in Q1 2022 and has held it in 8 quarters since.
955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.