Concurrent Investment Advisors’s Crown Castle CCI Stock Holding History

Concurrent Investment 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	$604K	Sell	7,972 -195	-2%	-$17.1K	0.01%	1295
2026 Q1	$664K	Sell	8,167 -732	-8%	-$63K	0.01%	1080
2025 Q4	$791K	Buy	8,899 +2,571	+41%	+$236K	0.01%	936
2025 Q3	$611K	Sell	6,328 -386	-6%	-$39.1K	0.01%	834
2025 Q2	$690K	Buy	6,714 +1,003	+18%	+$102K	0.01%	733
2025 Q1	$595K	Sell	5,711 -349	-6%	-$32.6K	0.01%	696
2024 Q4	$550K	Sell	6,060 -1,018	-14%	-$106K	0.01%	645
2024 Q3	$840K	Sell	7,078 -247	-3%	-$27.2K	0.02%	507
2024 Q2	$716K	Buy	7,325 +966	+15%	+$95.1K	0.02%	508
2024 Q1	$673K	Sell	6,359 -5,647	-47%	-$614K	0.03%	471
2023 Q4	$1.38M	Buy	+12,006	New	+$1.23M	0.07%	281

Other funds holding CCI

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Concurrent Investment Advisors's CCI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Crown Castle (CCI) stake by 2.4% in Q2 2026, selling an estimated $17.1K and leaving 7,972 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #1295.

Concurrent Investment Advisors first reported a position in CCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q4 2023. 248 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Concurrent Investment Advisors held 7,972 shares of Crown Castle worth $604K as of Q2 2026.
Concurrent Investment Advisors sold 195 Crown Castle shares in Q2 2026, an estimated $17.1K.
Crown Castle made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1295 holding.
Concurrent Investment Advisors first reported a position in Crown Castle in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Crown Castle position peaked at $1.38M in Q4 2023.
248 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.