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Clearstead Trust’s Crown Castle CCI Stock Holding History

Clearstead Trust’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
Q1 		$50.9K Sell
626
-83
-12% -$7.14K 0.01% 310
2025
Q4 		$63K Sell
709
-102
-13% -$9.38K 0.01% 302
2025
Q3 		$78.3K Sell
811
-243
-23% -$24.6K 0.01% 270
2025
Q2 		$108K Buy
1,054
+885
+524% +$89.6K 0.02% 230
2025
Q1 		$17.6K Buy
+169
New +$15.8K ﹤0.01% 374
2019
Q1 		– Sell
-587
Closed -$64K – 203
2018
Q4 		$64K Sell
587
-277
-32% -$30.4K 0.06% 129
2018
Q3 		$96K Buy
864
+307
+55% +$34.2K 0.07% 115
2018
Q2 		$60K Buy
+557
New +$57.9K 0.05% 131
2018
Q1 		– Sell
-12,820
Closed -$1.42M – 132
2017
Q4 		$1.42M Sell
12,820
-1,490
-10% -$161K 0.97% 30
2017
Q3 		$1.43M Sell
14,310
-632
-4% -$64.6K 1.06% 34
2017
Q2 		$1.4M Buy
+14,942
New +$1.47M 1.1% 31
2017
Q1 		– Sell
-5,210
Closed -$402K – 130
2016
Q4 		$402K Buy
+5,210
New +$456K 0.36% 65

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Clearstead Trust's CCI Position: Q1 2026 in Review

Clearstead Trust reduced its Crown Castle (CCI) stake by 12% in Q1 2026, selling an estimated $7.14K and leaving 626 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #310.

Clearstead Trust first reported a position in CCI in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.43M in Q3 2017. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Clearstead Trust held 626 shares of Crown Castle worth $50.9K as of Q1 2026.
  • Clearstead Trust sold 83 Crown Castle shares in Q1 2026, an estimated $7.14K.
  • Crown Castle made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #310 holding.
  • Clearstead Trust first reported a position in Crown Castle in Q4 2016 and has held it in 12 quarters since.
  • Clearstead Trust's Crown Castle position peaked at $1.43M in Q3 2017.
  • 955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.