CA
CCI icon

Clearstead Advisors’s Crown Castle CCI Stock Holding History

Clearstead 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 		$37.9K Buy
501
+163
+48% +$14.3K ﹤0.01% 1592
2026
Q1 		$27.5K Sell
338
-1,217
-78% -$105K ﹤0.01% 1383
2025
Q4 		$138K Sell
1,555
-2,624
-63% -$241K ﹤0.01% 1027
2025
Q3 		$403K Buy
4,179
+68
+2% +$6.88K 0.01% 695
2025
Q2 		$422K Sell
4,111
-844
-17% -$85.4K 0.01% 653
2025
Q1 		$516K Sell
4,955
-101
-2% -$9.43K 0.01% 571
2024
Q4 		$459K Sell
5,056
-494
-9% -$51.6K 0.01% 602
2024
Q3 		$658K Sell
5,550
-681
-11% -$75K 0.01% 508
2024
Q2 		$609K Buy
6,231
+4,110
+194% +$405K 0.01% 497
2024
Q1 		$212K Buy
2,121
+72
+4% +$7.83K 0.01% 457
2023
Q4 		$236K Sell
2,049
-1,175
-36% -$120K 0.01% 433
2023
Q3 		$297K Sell
3,224
-378
-10% -$39.2K 0.02% 367
2023
Q2 		$410K Buy
3,602
+97
+3% +$11.5K 0.02% 317
2023
Q1 		$469K Sell
3,505
-281
-7% -$38.8K 0.03% 273
2022
Q4 		$514K Sell
3,786
-212
-5% -$28.7K 0.04% 253
2022
Q3 		$578K Sell
3,998
-562
-12% -$96.2K 0.05% 205
2022
Q2 		$768K Sell
4,560
-36
-0.8% -$6.55K 0.06% 197
2022
Q1 		$848K Buy
4,596
+156
+4% +$27.8K 0.06% 196
2021
Q4 		$927K Sell
4,440
-209
-4% -$38.6K 0.06% 191
2021
Q3 		$806K Buy
4,649
+405
+10% +$78.3K 0.06% 194
2021
Q2 		$828K Buy
4,244
+152
+4% +$28.5K 0.06% 183
2021
Q1 		$704K Buy
4,092
+59
+1% +$9.45K 0.06% 190
2020
Q4 		$642K Buy
4,033
+207
+5% +$33.6K 0.06% 186
2020
Q3 		$637K Sell
3,826
-697
-15% -$115K 0.07% 163
2020
Q2 		$757K Buy
4,523
+1,337
+42% +$215K 0.09% 154
2020
Q1 		$460K Buy
3,186
+361
+13% +$53.8K 0.07% 161
2019
Q4 		$402K Buy
2,825
+825
+41% +$113K 0.05% 200
2019
Q3 		$278K Buy
2,000
+350
+21% +$48.4K 0.04% 220
2019
Q2 		$215K Sell
1,650
-158
-9% -$20.3K 0.03% 258
2019
Q1 		$231K Buy
+1,808
New +$212K 0.03% 241

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

Clearstead Advisors's CCI Position: Q2 2026 in Review

Clearstead Advisors increased its Crown Castle (CCI) stake by 48% in Q2 2026, buying an estimated $14.3K and bringing the position to 501 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Clearstead Advisors first reported a position in CCI in Q1 2019 and has held it in 30 quarters since. The position peaked at $927K in Q4 2021. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Clearstead Advisors held 501 shares of Crown Castle worth $37.9K as of Q2 2026.
  • Clearstead Advisors bought 163 Crown Castle shares in Q2 2026, an estimated $14.3K.
  • Crown Castle made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1592 holding.
  • Clearstead Advisors first reported a position in Crown Castle in Q1 2019 and has held it in 30 quarters since.
  • Clearstead Advisors's Crown Castle position peaked at $927K in Q4 2021.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.