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 Q2	$635K	Sell	8,385 -1,325	-14%	-$116K	0.13%	127
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 $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

Berkeley Capital Partners's CCI Position: Q2 2026 in Review

Berkeley Capital Partners reduced its Crown Castle (CCI) stake by 14% in Q2 2026, selling an estimated $116K and leaving 8,385 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #127.

Berkeley Capital Partners first reported a position in CCI in Q1 2022 and has held it in 9 quarters since. The position peaked at $790K in Q1 2026. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Berkeley Capital Partners held 8,385 shares of Crown Castle worth $635K as of Q2 2026.
Berkeley Capital Partners sold 1,325 Crown Castle shares in Q2 2026, an estimated $116K.
Crown Castle made up 0.13% of Berkeley Capital Partners's portfolio in Q2 2026, its #127 holding.
Berkeley Capital Partners first reported a position in Crown Castle in Q1 2022 and has held it in 9 quarters since.
Berkeley Capital Partners's Crown Castle position peaked at $790K in Q1 2026.
936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.