Creative Planning
CCI icon

Creative Planning’s Crown Castle CCI Stock Holding History

Creative Planning’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
2019
Q3 		– Sell
-200
Closed -$4K – 2012
2019
Q2 		$4K Hold
200
– – ﹤0.01% 1961
2019
Q1 		$4K Buy
+200
New +$23.5K ﹤0.01% 1915
2016
Q3 		– Sell
-100
Closed -$2K – 4578
2016
Q2 		$2K Hold
100
– – ﹤0.01% 3988
2016
Q1 		$1K Buy
+100
New +$8.48K ﹤0.01% 4089

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

Creative Planning's CCI Position: Q2 2026 in Review

Creative Planning reduced its Crown Castle (CCI) stake by 2.5% in Q2 2026, selling an estimated $152K and leaving 67,653 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Creative Planning first reported a position in CCI in Q2 2013 and has held it in 50 quarters since. The position peaked at $24.8M in Q2 2022. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Creative Planning held 67,653 shares of Crown Castle worth $5.12M as of Q2 2026.
  • Creative Planning sold 1,728 Crown Castle shares in Q2 2026, an estimated $152K.
  • Crown Castle made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1393 holding.
  • Creative Planning first reported a position in Crown Castle in Q2 2013 and has held it in 50 quarters since.
  • Creative Planning's Crown Castle position peaked at $24.8M in Q2 2022.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.