Centerpoint Advisors’s Crown Castle CCI Stock Holding History

Centerpoint 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 Q3	$19K	Buy	283 +5	+2%	+$375	0.01%	240
2026 Q2	$21K	Buy	278 +3	+1%	+$264	0.01%	253
2026 Q1	$22K	Buy	275 +4	+1%	+$344	0.01%	221
2025 Q4	$24K	Buy	271 +18	+7%	+$1.66K	0.01%	214
2025 Q3	$24K	Buy	253 +3	+1%	+$304	0.01%	219
2025 Q2	$26K	Hold	250	–	–	0.01%	204
2025 Q1	$26K	Buy	+250	New	+$23.3K	0.01%	207
2023 Q4	–	Sell	-54	Closed	-$5K	–	448
2023 Q3	$5K	Hold	54	–	–	﹤0.01%	377
2023 Q2	$6K	Sell	54 -163	-75%	-$19.4K	﹤0.01%	377
2023 Q1	$29K	Buy	+217	New	+$30K	0.01%	214
2018 Q3	–	Sell	-359	Closed	-$39K	–	257
2018 Q2	$39K	Buy	+359	New	+$37.3K	0.03%	101

Other funds holding CCI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Centerpoint Advisors's CCI Position: Q3 2026 in Review

Centerpoint Advisors increased its Crown Castle (CCI) stake by 1.8% in Q3 2026, buying an estimated $375 and bringing the position to 283 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #240.

Centerpoint Advisors first reported a position in CCI in Q2 2018 and has held it in 11 quarters since. The position peaked at $39K in Q2 2018. 423 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

Centerpoint Advisors held 283 shares of Crown Castle worth $19K as of Q3 2026.
Centerpoint Advisors bought 5 Crown Castle shares in Q3 2026, an estimated $375.
Crown Castle made up 0.01% of Centerpoint Advisors's portfolio in Q3 2026, its #240 holding.
Centerpoint Advisors first reported a position in Crown Castle in Q2 2018 and has held it in 11 quarters since.
Centerpoint Advisors's Crown Castle position peaked at $39K in Q2 2018.
423 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.