Center for Financial Planning’s Crown Castle CCI Stock Holding History

Center for Financial Planning’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	$11.5K	Hold	152	–	–	﹤0.01%	485
2026 Q1	$12.4K	Hold	152	–	–	﹤0.01%	465
2025 Q4	$13.5K	Hold	152	–	–	﹤0.01%	454
2025 Q3	$14.7K	Hold	152	–	–	﹤0.01%	458
2025 Q2	$15.6K	Buy	+152	New	+$15.4K	﹤0.01%	420
2023 Q3	–	Sell	-27	Closed	-$3.08K	–	525
2023 Q2	$3.08K	Buy	27 +23	+575%	+$2.74K	﹤0.01%	475
2023 Q1	$536	Hold	4	–	–	﹤0.01%	499
2022 Q4	$543	Sell	4 -60	-94%	-$8.11K	﹤0.01%	504
2022 Q3	$9K	Buy	64 +29	+83%	+$4.96K	﹤0.01%	362
2022 Q2	$6K	Hold	35	–	–	﹤0.01%	411
2022 Q1	$6K	Hold	35	–	–	﹤0.01%	419
2021 Q4	$7K	Hold	35	–	–	﹤0.01%	408
2021 Q3	$6K	Hold	35	–	–	﹤0.01%	399
2021 Q2	$7K	Hold	35	–	–	﹤0.01%	394
2021 Q1	$6K	Hold	35	–	–	﹤0.01%	431
2020 Q4	$6K	Sell	35 -61	-64%	-$9.89K	﹤0.01%	382
2020 Q3	$16K	Buy	96 +35	+57%	+$5.78K	0.01%	277
2020 Q2	$10K	Sell	61 -130	-68%	-$20.9K	﹤0.01%	303
2020 Q1	$28K	Buy	191 +130	+213%	+$19.4K	0.01%	226
2019 Q4	$9K	Buy	+61	New	+$8.32K	﹤0.01%	316

Other funds holding CCI

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Center for Financial Planning's CCI Position: Q2 2026 in Review

Center for Financial Planning held its Crown Castle (CCI) position steady in Q2 2026 at 152 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Center for Financial Planning first reported a position in CCI in Q4 2019 and has held it in 20 quarters since. The position peaked at $28K in Q1 2020. 226 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Center for Financial Planning held 152 shares of Crown Castle worth $11.5K as of Q2 2026.
Center for Financial Planning left its Crown Castle share count unchanged in Q2 2026.
Crown Castle made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #485 holding.
Center for Financial Planning first reported a position in Crown Castle in Q4 2019 and has held it in 20 quarters since.
Center for Financial Planning's Crown Castle position peaked at $28K in Q1 2020.
226 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.