Cerity Partners’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.8M | Sell |
34,404
-386
| -1% | -$33.2K | ﹤0.01% | 1296 |
|
|
2025
Q4 | $3.09M | Sell |
34,790
-17,328
| -33% | -$1.59M | ﹤0.01% | 1160 |
|
|
2025
Q3 | $5.03M | Sell |
52,118
-3,601
| -6% | -$364K | 0.01% | 854 |
|
|
2025
Q2 | $5.72M | Sell |
55,719
-3,836
| -6% | -$388K | 0.01% | 747 |
|
|
2025
Q1 | $6.21M | Sell |
59,555
-2,630
| -4% | -$246K | 0.01% | 655 |
|
|
2024
Q4 | $6.62M | Sell |
62,185
-14,158
| -19% | -$1.48M | 0.01% | 620 |
|
|
2024
Q3 | $9.06M | Buy |
76,343
+18,176
| +31% | +$2M | 0.02% | 514 |
|
|
2024
Q2 | $5.68M | Sell |
58,167
-73,828
| -56% | -$7.27M | 0.02% | 570 |
|
|
2024
Q1 | $14M | Buy |
131,995
+57,708
| +78% | +$6.28M | 0.04% | 372 |
|
|
2023
Q4 | $8.56M | Sell |
74,287
-6,030
| -8% | -$618K | 0.03% | 402 |
|
|
2023
Q3 | $7.39M | Sell |
80,317
-48,016
| -37% | -$4.97M | 0.04% | 345 |
|
|
2023
Q2 | $14.6M | Sell |
128,333
-93,271
| -42% | -$11.1M | 0.06% | 289 |
|
|
2023
Q1 | $33.9M | Sell |
221,604
-2,080
| -0.9% | -$288K | 0.08% | 173 |
|
|
2022
Q4 | $30.3M | Buy |
223,684
+187,170
| +513% | +$25.3M | 0.19% | 117 |
|
|
2022
Q3 | $5.28M | Sell |
36,514
-1,675
| -4% | -$287K | 0.06% | 228 |
|
|
2022
Q2 | $6.43M | Buy |
38,189
+5,526
| +17% | +$1.01M | 0.07% | 219 |
|
|
2022
Q1 | $6.03M | Buy |
32,663
+3,280
| +11% | +$584K | 0.09% | 173 |
|
|
2021
Q4 | $6.14M | Buy |
29,383
+3,789
| +15% | +$700K | 0.09% | 177 |
|
|
2021
Q3 | $4.44M | Sell |
25,594
-1,600
| -6% | -$309K | 0.1% | 172 |
|
|
2021
Q2 | $5.31M | Sell |
27,194
-1,406
| -5% | -$263K | 0.12% | 156 |
|
|
2021
Q1 | $4.92M | Buy |
28,600
+1,385
| +5% | +$222K | 0.12% | 151 |
|
|
2020
Q4 | $4.33M | Buy |
27,215
+1,285
| +5% | +$208K | 0.14% | 132 |
|
|
2020
Q3 | $4.32M | Buy |
25,930
+23,803
| +1,119% | +$3.93M | 0.18% | 107 |
|
|
2020
Q2 | $356K | Buy |
2,127
+484
| +29% | +$78K | 0.02% | 323 |
|
|
2020
Q1 | $237K | Sell |
1,643
-1,316
| -44% | -$196K | 0.01% | 389 |
|
|
2019
Q4 | $420K | Sell |
2,959
-9,094
| -75% | -$1.24M | 0.02% | 367 |
|
|
2019
Q3 | $1.68M | Buy |
12,053
+347
| +3% | +$48K | 0.1% | 186 |
|
|
2019
Q2 | $1.53M | Sell |
11,706
-5,786
| -33% | -$744K | 0.1% | 184 |
|
|
2019
Q1 | $2.24M | Sell |
17,492
-2,554
| -13% | -$300K | 0.15% | 155 |
|
|
2018
Q4 | $2.18M | Buy |
20,046
+1,697
| +9% | +$186K | 0.15% | 147 |
|
|
2018
Q3 | $2.04M | Buy |
18,349
+692
| +4% | +$77.1K | 0.14% | 161 |
|
|
2018
Q2 | $1.9M | Buy |
17,657
+868
| +5% | +$90.2K | 0.14% | 160 |
|
|
2018
Q1 | $1.84M | Buy |
16,789
+193
| +1% | +$20.9K | 0.14% | 159 |
|
|
2017
Q4 | $1.84M | Sell |
16,596
-118
| -0.7% | -$12.7K | 0.12% | 164 |
|
|
2017
Q3 | $1.67M | Buy |
+16,714
| New | +$1.71M | 0.12% | 179 |
|
|
2017
Q2 | – | Sell |
-15,707
| Closed | -$1.48M | – | 352 |
|
|
2017
Q1 | $1.48M | Buy |
+15,707
| New | +$1.41M | 0.12% | 151 |
|
Other funds holding CCI
VPM
VCM
Cerity Partners's CCI Position: Q1 2026 in Review
Cerity Partners reduced its Crown Castle (CCI) stake by 1.1% in Q1 2026, selling an estimated $33.2K and leaving 34,404 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1296.
Cerity Partners first reported a position in CCI in Q1 2017 and has held it in 36 quarters since. The position peaked at $33.9M in Q1 2023. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.
- Cerity Partners held 34,404 shares of Crown Castle worth $2.8M as of Q1 2026.
- Cerity Partners sold 386 Crown Castle shares in Q1 2026, an estimated $33.2K.
- Crown Castle made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1296 holding.
- Cerity Partners first reported a position in Crown Castle in Q1 2017 and has held it in 36 quarters since.
- Cerity Partners's Crown Castle position peaked at $33.9M in Q1 2023.
- 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.