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Cape Investment Advisory’s Crown Castle CCI Stock Holding History

Cape Investment Advisory’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 		$227 Buy
+3
New +$264 ﹤0.01% 1417
2026
Q1 		– Sell
-167
Closed -$14.8K – 360
2025
Q4 		$14.8K Buy
167
+102
+157% +$9.38K ﹤0.01% 667
2025
Q3 		$6.27K Buy
65
+4
+7% +$405 0.01% 482
2025
Q2 		$6.27K Hold
61
– – ﹤0.01% 714
2025
Q1 		$6.36K Hold
61
– – ﹤0.01% 692
2024
Q4 		$5.54K Buy
61
+1
+2% +$105 ﹤0.01% 715
2024
Q3 		$7.12K Sell
60
-339
-85% -$37.3K ﹤0.01% 626
2024
Q2 		$39K Sell
399
-292
-42% -$28.8K 0.02% 327
2024
Q1 		$73.1K Buy
691
+175
+34% +$19K 0.03% 251
2023
Q4 		$59.4K Buy
516
+367
+246% +$37.6K 0.03% 320
2023
Q3 		$13.7K Buy
+149
New +$15.4K 0.01% 511

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

Cape Investment Advisory's CCI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Crown Castle (CCI) in Q2 2026: 3 shares worth $227. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CCI as recently as Q4 2025.

Cape Investment Advisory first reported a position in CCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $73.1K in Q1 2024. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Cape Investment Advisory held 3 shares of Crown Castle worth $227 as of Q2 2026.
  • Crown Castle was a new Cape Investment Advisory position in Q2 2026.
  • Crown Castle made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1417 holding.
  • Cape Investment Advisory first reported a position in Crown Castle in Q3 2023 and has held it in 11 quarters since.
  • Cape Investment Advisory's Crown Castle position peaked at $73.1K in Q1 2024.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.