Caldwell Trust
CCI icon

Caldwell Trust’s Crown Castle CCI Stock Holding History

Caldwell Trust’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
Q3 		$1K Hold
15
– – ﹤0.01% 794
2026
Q2 		$1.14K Buy
+15
New +$1.32K ﹤0.01% 784
2025
Q4 		– Sell
-100
Closed -$9.6K – 761
2025
Q3 		$9.6K Hold
100
– – ﹤0.01% 644
2025
Q2 		$10.3K Sell
100
-8
-7% -$810 ﹤0.01% 635
2025
Q1 		$11.3K Sell
108
-2
-2% -$187 ﹤0.01% 623
2024
Q4 		$10K Sell
110
-104
-49% -$10.9K ﹤0.01% 609
2024
Q3 		$25.4K Buy
214
+79
+59% +$8.7K ﹤0.01% 531
2024
Q2 		$13.2K Hold
135
– – ﹤0.01% 588
2024
Q1 		$14.3K Hold
135
– – ﹤0.01% 593
2023
Q4 		$15.6K Sell
135
-43
-24% -$4.4K ﹤0.01% 575
2023
Q3 		$16.4K Sell
178
-115
-39% -$11.9K ﹤0.01% 570
2023
Q2 		$33.4K Buy
293
+78
+36% +$9.28K ﹤0.01% 499
2023
Q1 		$28.8K Hold
215
– – ﹤0.01% 505
2022
Q4 		$29.2K Sell
215
-19
-8% -$2.57K ﹤0.01% 493
2022
Q3 		$33.8K Buy
+234
New +$40K 0.01% 481
2022
Q1 		– Sell
-25
Closed -$5.22K – 750
2021
Q4 		$5.22K Hold
25
– – ﹤0.01% 678
2021
Q3 		$4.33K Sell
25
-5
-17% -$967 ﹤0.01% 681
2021
Q2 		$5.85K Hold
30
– – ﹤0.01% 674
2021
Q1 		$5.16K Hold
30
– – ﹤0.01% 670
2020
Q4 		$4.78K Sell
30
-415
-93% -$67.3K ﹤0.01% 672
2020
Q3 		$74.1K Sell
445
-160
-26% -$26.4K 0.01% 360
2020
Q2 		$101K Hold
605
– – 0.02% 332
2020
Q1 		$87.4K Buy
605
+100
+20% +$14.9K 0.02% 337
2019
Q4 		$71.8K Buy
+505
New +$68.9K 0.01% 408

Other funds holding CCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Caldwell Trust's CCI Position: Q3 2026 in Review

Caldwell Trust held its Crown Castle (CCI) position steady in Q3 2026 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Caldwell Trust first reported a position in CCI in Q4 2019 and has held it in 24 quarters since. The position peaked at $101K in Q2 2020. 454 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Caldwell Trust held 15 shares of Crown Castle worth $1K as of Q3 2026.
  • Caldwell Trust left its Crown Castle share count unchanged in Q3 2026.
  • Crown Castle made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #794 holding.
  • Caldwell Trust first reported a position in Crown Castle in Q4 2019 and has held it in 24 quarters since.
  • Caldwell Trust's Crown Castle position peaked at $101K in Q2 2020.
  • 454 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.