CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Crown Castle CCI Stock Holding History

CAPTRUST Financial Advisors’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 		$866K Sell
11,433
-6,275
-35% -$551K ﹤0.01% 1825
2026
Q1 		$1.44M Sell
17,708
-6,853
-28% -$590K ﹤0.01% 1392
2025
Q4 		$2.18M Sell
24,561
-5,764
-19% -$530K ﹤0.01% 1055
2025
Q3 		$2.93M Sell
30,325
-3,136
-9% -$317K 0.01% 850
2025
Q2 		$3.44M Sell
33,461
-305
-0.9% -$30.9K 0.01% 740
2025
Q1 		$3.52M Buy
33,766
+16,519
+96% +$1.54M 0.01% 690
2024
Q4 		$1.57M Sell
17,247
-672
-4% -$70.3K ﹤0.01% 990
2024
Q3 		$2.13M Buy
17,919
+3,176
+22% +$350K 0.01% 835
2024
Q2 		$1.44M Sell
14,743
-2,440
-14% -$240K ﹤0.01% 960
2024
Q1 		$1.82M Sell
17,183
-4,515
-21% -$491K 0.01% 840
2023
Q4 		$2.5M Buy
21,698
+143
+0.7% +$14.6K 0.01% 820
2023
Q3 		$1.98M Sell
21,555
-9,056
-30% -$938K 0.01% 863
2023
Q2 		$3.49M Sell
30,611
-2
-0% -$238 0.01% 624
2023
Q1 		$4.1M Buy
30,613
+974
+3% +$135K 0.02% 516
2022
Q4 		$4.02M Buy
29,639
+823
+3% +$111K 0.02% 494
2022
Q3 		$4.17M Buy
+28,816
New +$4.93M 0.02% 449

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

CAPTRUST Financial Advisors's CCI Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Crown Castle (CCI) stake by 35% in Q2 2026, selling an estimated $551K and leaving 11,433 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

CAPTRUST Financial Advisors first reported a position in CCI in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.17M in Q3 2022. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • CAPTRUST Financial Advisors held 11,433 shares of Crown Castle worth $866K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 6,275 Crown Castle shares in Q2 2026, an estimated $551K.
  • Crown Castle made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1825 holding.
  • CAPTRUST Financial Advisors first reported a position in Crown Castle in Q3 2022 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Crown Castle position peaked at $4.17M in Q3 2022.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.