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Capital Advisors Ltd’s Crown Castle CCI Stock Holding History

Capital Advisors Ltd’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 		$21K Hold
276
– – ﹤0.01% 675
2026
Q1 		$22K Hold
276
– – ﹤0.01% 642
2025
Q4 		$25K Sell
276
-206
-43% -$18.9K ﹤0.01% 612
2025
Q3 		$47K Hold
482
– – 0.01% 482
2025
Q2 		$50K Buy
482
+135
+39% +$13.7K 0.01% 468
2025
Q1 		$36K Buy
347
+133
+62% +$12.4K ﹤0.01% 515
2024
Q4 		$19K Sell
214
-27
-11% -$2.82K ﹤0.01% 628
2024
Q3 		$29K Buy
241
+3
+1% +$330 ﹤0.01% 551
2024
Q2 		$23K Sell
238
-25
-10% -$2.46K ﹤0.01% 576
2024
Q1 		$28K Sell
263
-89
-25% -$9.68K ﹤0.01% 524
2023
Q4 		$41K Buy
352
+66
+23% +$6.76K 0.01% 451
2023
Q3 		$26K Buy
286
+60
+27% +$6.22K ﹤0.01% 505
2023
Q2 		$26K Sell
226
-21
-9% -$2.5K ﹤0.01% 526
2023
Q1 		$33K Buy
247
+32
+15% +$4.42K 0.01% 411
2022
Q4 		$29K Buy
215
+39
+22% +$5.27K 0.01% 427
2022
Q3 		$25K Sell
176
-26
-13% -$4.45K ﹤0.01% 427
2022
Q2 		$34K Buy
202
+5
+3% +$910 0.01% 390
2022
Q1 		$36K Buy
197
+18
+10% +$3.2K 0.01% 389
2021
Q4 		$37K Buy
179
+108
+152% +$19.9K 0.01% 380
2021
Q3 		$12K Hold
71
– – ﹤0.01% 416
2021
Q2 		$14K Hold
71
– – ﹤0.01% 388
2021
Q1 		$12K Hold
71
– – ﹤0.01% 392
2020
Q4 		$11K Hold
71
– – ﹤0.01% 375
2020
Q3 		$12K Hold
71
– – ﹤0.01% 372
2020
Q2 		$12K Hold
71
– – ﹤0.01% 357
2020
Q1 		$10K Buy
+71
New +$10.6K ﹤0.01% 361

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

Capital Advisors Ltd's CCI Position: Q2 2026 in Review

Capital Advisors Ltd held its Crown Castle (CCI) position steady in Q2 2026 at 276 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Capital Advisors Ltd first reported a position in CCI in Q1 2020 and has held it in 26 quarters since. The position peaked at $50K in Q2 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Capital Advisors Ltd held 276 shares of Crown Castle worth $21K as of Q2 2026.
  • Capital Advisors Ltd left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #675 holding.
  • Capital Advisors Ltd first reported a position in Crown Castle in Q1 2020 and has held it in 26 quarters since.
  • Capital Advisors Ltd's Crown Castle position peaked at $50K in Q2 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.