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Bruce G. Allen Investments’s Crown Castle CCI Stock Holding History

Bruce G. Allen Investments’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 		$12K Sell
159
-90
-36% -$7.91K 0.01% 462
2026
Q1 		$20.2K Sell
249
-75
-23% -$6.46K 0.01% 398
2025
Q4 		$28.8K Sell
324
-57
-15% -$5.24K 0.02% 347
2025
Q3 		$36.8K Sell
381
-2
-0.5% -$202 0.03% 312
2025
Q2 		$39.3K Sell
383
-13
-3% -$1.32K 0.03% 293
2025
Q1 		$41.3K Sell
396
-3
-0.8% -$280 0.03% 283
2024
Q4 		$36.2K Sell
399
-16
-4% -$1.67K 0.03% 304
2024
Q3 		$49.2K Sell
415
-2
-0.5% -$220 0.04% 268
2024
Q2 		$40.7K Sell
417
-6
-1% -$591 0.03% 276
2024
Q1 		$44.8K Sell
423
-138
-25% -$15K 0.04% 258
2023
Q4 		$64.6K Buy
+561
New +$57.5K 0.06% 196

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bruce G. Allen Investments's CCI Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Crown Castle (CCI) stake by 36% in Q2 2026, selling an estimated $7.91K and leaving 159 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #462.

Bruce G. Allen Investments first reported a position in CCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $64.6K in Q4 2023. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Bruce G. Allen Investments held 159 shares of Crown Castle worth $12K as of Q2 2026.
  • Bruce G. Allen Investments sold 90 Crown Castle shares in Q2 2026, an estimated $7.91K.
  • Crown Castle made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #462 holding.
  • Bruce G. Allen Investments first reported a position in Crown Castle in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Crown Castle position peaked at $64.6K in Q4 2023.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.