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Beverly Hills Private Wealth’s Crown Castle CCI Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-9,177
Closed -$746K – 280
2026
Q1 		$746K Buy
9,177
+6,497
+242% +$559K 0.12% 149
2025
Q4 		$238K Sell
2,680
-7,454
-74% -$686K 0.04% 293
2025
Q3 		$978K Sell
10,134
-966
-9% -$97.8K 0.17% 129
2025
Q2 		$1.14M Sell
11,100
-674
-6% -$68.2K 0.21% 117
2025
Q1 		$1.23M Sell
11,774
-46
-0.4% -$4.29K 0.24% 108
2024
Q4 		$1.07M Sell
11,820
-938
-7% -$98.1K 0.22% 112
2024
Q3 		$1.51M Sell
12,758
-3,692
-22% -$407K 0.31% 92
2024
Q2 		$1.61M Sell
16,450
-1,057
-6% -$104K 0.35% 79
2024
Q1 		$1.85M Buy
17,507
+449
+3% +$48.8K 0.43% 63
2023
Q4 		$1.96M Sell
17,058
-2,918
-15% -$299K 0.51% 57
2023
Q3 		$1.84M Sell
19,976
-18,552
-48% -$1.92M 0.55% 52
2023
Q2 		$4M Buy
38,528
+18,648
+94% +$2.22M 0.66% 46
2023
Q1 		$2.66M Buy
19,880
+3,040
+18% +$420K 0.83% 32
2022
Q4 		$2.28M Buy
+16,840
New +$2.28M 1% 26

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

Beverly Hills Private Wealth's CCI Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 9,177 shares — an estimated $746K sold.

Beverly Hills Private Wealth first reported a position in CCI in Q4 2022 and held it in 14 quarters. The position peaked at $4M in Q2 2023. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 9,177 Crown Castle shares in Q2 2026, an estimated $746K.
  • Beverly Hills Private Wealth first reported a position in Crown Castle in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Crown Castle position peaked at $4M in Q2 2023.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.