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CBIZ Investment Advisory Services’s Crown Castle CCI Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-55
Closed -$4.89K – 463
2025
Q4 		$4.89K Sell
55
-9
-14% -$828 ﹤0.01% 509
2025
Q3 		$6.17K Buy
64
+5
+8% +$506 ﹤0.01% 420
2025
Q2 		$6.06K Sell
59
-136
-70% -$13.8K ﹤0.01% 412
2025
Q1 		$20.3K Buy
195
+142
+268% +$13.3K ﹤0.01% 229
2024
Q4 		$4.81K Buy
53
+35
+194% +$3.66K ﹤0.01% 322
2024
Q3 		$2.13K Buy
+18
New +$1.98K ﹤0.01% 338

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CBIZ Investment Advisory Services's CCI Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 55 shares — an estimated $4.89K sold.

CBIZ Investment Advisory Services first reported a position in CCI in Q3 2024 and held it in 6 quarters. The position peaked at $20.3K in Q1 2025. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 55 Crown Castle shares in Q1 2026, an estimated $4.89K.
  • CBIZ Investment Advisory Services first reported a position in Crown Castle in Q3 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's Crown Castle position peaked at $20.3K in Q1 2025.
  • 957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.