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Coldstream Capital Management’s Crown Castle CCI Stock Holding History

Coldstream Capital Management’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 		$448K Sell
5,913
-1,532
-21% -$135K 0.01% 785
2026
Q1 		$605K Buy
7,445
+826
+12% +$71.1K 0.01% 650
2025
Q4 		$588K Sell
6,619
-4,670
-41% -$430K 0.01% 652
2025
Q3 		$1.09M Buy
11,289
+1,168
+12% +$118K 0.01% 439
2025
Q2 		$1.04M Buy
10,121
+861
+9% +$87.1K 0.02% 414
2025
Q1 		$965K Buy
9,260
+1,308
+16% +$122K 0.02% 389
2024
Q4 		$722K Sell
7,952
-1,151
-13% -$120K 0.02% 469
2024
Q3 		$1.07M Buy
9,103
+461
+5% +$50.8K 0.02% 359
2024
Q2 		$844K Sell
8,642
-262
-3% -$25.8K 0.02% 365
2024
Q1 		$942K Buy
8,904
+936
+12% +$102K 0.02% 336
2023
Q4 		$918K Buy
7,968
+992
+14% +$102K 0.03% 312
2023
Q3 		$642K Buy
6,976
+1,085
+18% +$112K 0.02% 347
2023
Q2 		$671K Buy
5,891
+543
+10% +$64.6K 0.02% 352
2023
Q1 		$716K Sell
5,348
-35
-0.7% -$4.84K 0.02% 334
2022
Q4 		$730K Buy
+5,383
New +$728K 0.03% 320
2022
Q2 		$799K Buy
4,742
+951
+25% +$173K 0.03% 268
2022
Q1 		$700K Sell
3,791
-553
-13% -$98.4K 0.02% 291
2021
Q4 		$907K Buy
4,344
+2,548
+142% +$470K 0.03% 264
2021
Q3 		$299K Sell
1,796
-37
-2% -$7.15K 0.01% 312
2021
Q2 		$358K Buy
1,833
+112
+7% +$21K 0.01% 337
2021
Q1 		$296K Sell
1,721
-226
-12% -$36.2K 0.02% 325
2020
Q4 		$310K Buy
1,947
+457
+31% +$74.1K 0.02% 282
2020
Q3 		$248K Buy
1,490
+9
+0.6% +$1.49K 0.02% 265
2020
Q2 		$248K Buy
+1,481
New +$239K 0.02% 256

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's CCI Position: Q2 2026 in Review

Coldstream Capital Management reduced its Crown Castle (CCI) stake by 21% in Q2 2026, selling an estimated $135K and leaving 5,913 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #785.

Coldstream Capital Management first reported a position in CCI in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.09M in Q3 2025. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Coldstream Capital Management held 5,913 shares of Crown Castle worth $448K as of Q2 2026.
  • Coldstream Capital Management sold 1,532 Crown Castle shares in Q2 2026, an estimated $135K.
  • Crown Castle made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #785 holding.
  • Coldstream Capital Management first reported a position in Crown Castle in Q2 2020 and has held it in 24 quarters since.
  • Coldstream Capital Management's Crown Castle position peaked at $1.09M in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.