DAS
CCI icon

Dynamic Advisor Solutions’s Crown Castle CCI Stock Holding History

Dynamic Advisor Solutions’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 		$457K Buy
+6,040
New +$531K 0.01% 706
2025
Q4 		– Sell
-3,447
Closed -$333K – 942
2025
Q3 		$333K Sell
3,447
-328
-9% -$33.2K 0.01% 747
2025
Q2 		$388K Sell
3,775
-75
-2% -$7.59K 0.01% 667
2025
Q1 		$401K Sell
3,850
-492
-11% -$45.9K 0.01% 634
2024
Q4 		$394K Sell
4,342
-6,609
-60% -$691K 0.02% 474
2024
Q3 		$1.3M Sell
10,951
-513
-4% -$56.5K 0.04% 390
2024
Q2 		$1.12M Sell
11,464
-3,998
-26% -$394K 0.04% 433
2024
Q1 		$1.64M Sell
15,462
-21,501
-58% -$2.34M 0.06% 336
2023
Q4 		$4.21M Buy
36,963
+16,687
+82% +$1.71M 0.16% 178
2023
Q3 		$1.87M Buy
20,276
+2,377
+13% +$246K 0.09% 245
2023
Q2 		$2.04M Buy
17,899
+1,057
+6% +$126K 0.11% 217
2023
Q1 		$2.25M Sell
16,842
-886
-5% -$122K 0.13% 199
2022
Q4 		$2.4M Buy
17,728
+1,472
+9% +$199K 0.16% 151
2022
Q3 		$2.35M Buy
16,256
+276
+2% +$47.2K 0.18% 136
2022
Q2 		$2.69M Buy
15,980
+4,214
+36% +$767K 0.21% 114
2022
Q1 		$2.17M Buy
11,766
+555
+5% +$98.8K 0.15% 153
2021
Q4 		$2.34M Sell
11,211
-12
-0.1% -$2.22K 0.17% 143
2021
Q3 		$1.95M Buy
11,223
+749
+7% +$145K 0.15% 171
2021
Q2 		$2.04M Sell
10,474
-430
-4% -$80.5K 0.16% 156
2021
Q1 		$1.88M Buy
10,904
+974
+10% +$156K 0.17% 147
2020
Q4 		$1.58M Sell
9,930
-737
-7% -$120K 0.15% 166
2020
Q3 		$1.78M Sell
10,667
-513
-5% -$84.7K 0.2% 133
2020
Q2 		$1.87M Buy
11,180
+1,263
+13% +$203K 0.25% 109
2020
Q1 		$1.43M Sell
9,917
-25
-0.3% -$3.73K 0.26% 111
2019
Q4 		$1.41M Buy
9,942
+333
+3% +$45.4K 0.19% 139
2019
Q3 		$1.34M Buy
9,609
+97
+1% +$13.4K 0.21% 128
2019
Q2 		$1.24M Buy
9,512
+6,830
+255% +$878K 0.2% 129
2019
Q1 		$343K Buy
2,682
+46
+2% +$5.39K 0.06% 279
2018
Q4 		$300K Buy
2,636
+201
+8% +$22.1K 0.06% 285
2018
Q3 		$271K Buy
2,435
+2
+0.1% +$223 0.06% 327
2018
Q2 		$262K Hold
2,433
– – 0.06% 323
2018
Q1 		$267K Buy
2,433
+117
+5% +$12.7K 0.07% 274
2017
Q4 		$257K Buy
2,316
+8
+0.3% +$863 0.08% 210
2017
Q3 		$231K Buy
2,308
+7
+0.3% +$716 0.09% 201
2017
Q2 		$231K Sell
2,301
-41,079
-95% -$4.04M 0.09% 198
2017
Q1 		$4.1M Buy
+43,380
New +$3.88M 1.6% 14
2016
Q3 		– Sell
-20,420
Closed -$2.07M – 231
2016
Q2 		$2.07M Buy
20,420
+2,128
+12% +$193K 0.84% 33
2016
Q1 		$1.58M Sell
18,292
-1,458
-7% -$124K 0.67% 44
2015
Q4 		$1.71M Buy
+19,750
New +$1.68M 0.71% 43

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

Dynamic Advisor Solutions's CCI Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Crown Castle (CCI) in Q2 2026: 6,040 shares worth $457K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in CCI as recently as Q3 2025.

Dynamic Advisor Solutions first reported a position in CCI in Q4 2015 and has held it in 39 quarters since. The position peaked at $4.21M in Q4 2023. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Dynamic Advisor Solutions held 6,040 shares of Crown Castle worth $457K as of Q2 2026.
  • Crown Castle was a new Dynamic Advisor Solutions position in Q2 2026.
  • Crown Castle made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #706 holding.
  • Dynamic Advisor Solutions first reported a position in Crown Castle in Q4 2015 and has held it in 39 quarters since.
  • Dynamic Advisor Solutions's Crown Castle position peaked at $4.21M in Q4 2023.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.