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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
Q2 		$62.4K Buy
824
+198
+32% +$17.4K 0.01% 298
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 $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 Trust's CCI Position: Q2 2026 in Review

Clearstead Trust increased its Crown Castle (CCI) stake by 32% in Q2 2026, buying an estimated $17.4K and bringing the position to 824 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #298.

Clearstead Trust first reported a position in CCI in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.43M in Q3 2017. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Clearstead Trust held 824 shares of Crown Castle worth $62.4K as of Q2 2026.
  • Clearstead Trust bought 198 Crown Castle shares in Q2 2026, an estimated $17.4K.
  • Crown Castle made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #298 holding.
  • Clearstead Trust first reported a position in Crown Castle in Q4 2016 and has held it in 13 quarters since.
  • Clearstead Trust's Crown Castle position peaked at $1.43M in Q3 2017.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

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