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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
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

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

Centerpoint Advisors's CCI Position: Q2 2026 in Review

Centerpoint Advisors increased its Crown Castle (CCI) stake by 1.1% in Q2 2026, buying an estimated $264 and bringing the position to 278 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #253.

Centerpoint Advisors first reported a position in CCI in Q2 2018 and has held it in 10 quarters since. The position peaked at $39K in Q2 2018. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Centerpoint Advisors held 278 shares of Crown Castle worth $21K as of Q2 2026.
  • Centerpoint Advisors bought 3 Crown Castle shares in Q2 2026, an estimated $264.
  • Crown Castle made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #253 holding.
  • Centerpoint Advisors first reported a position in Crown Castle in Q2 2018 and has held it in 10 quarters since.
  • Centerpoint Advisors's Crown Castle position peaked at $39K in Q2 2018.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.