Ellevest Inc
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Ellevest Inc’s Crown Castle CCI Stock Holding History

Ellevest Inc’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
Q3 		$279K Buy
4,175
+277
+7% +$20.8K 0.03% 354
2026
Q2 		$296K Sell
3,898
-512
-12% -$45K 0.03% 355
2026
Q1 		$359K Sell
4,410
-1,224
-22% -$105K 0.05% 290
2025
Q4 		$501K Buy
5,634
+224
+4% +$20.6K 0.07% 225
2025
Q3 		$522K Buy
5,410
+517
+11% +$52.3K 0.07% 213
2025
Q2 		$503K Buy
4,893
+1,064
+28% +$108K 0.08% 194
2025
Q1 		$399K Sell
3,829
-472
-11% -$44.1K 0.03% 235
2024
Q4 		$390K Sell
4,301
-665
-13% -$69.5K 0.02% 254
2024
Q3 		$589K Buy
4,966
+1,344
+37% +$148K 0.03% 184
2024
Q2 		$354K Sell
3,622
-1,645
-31% -$162K 0.02% 286
2024
Q1 		$557K Sell
5,267
-567
-10% -$61.7K 0.03% 174
2023
Q4 		$672K Buy
5,834
+1,213
+26% +$124K 0.05% 138
2023
Q3 		$425K Buy
4,621
+1,846
+67% +$191K 0.03% 186
2023
Q2 		$316K Buy
2,775
+287
+12% +$34.2K 0.02% 261
2023
Q1 		$333K Sell
2,488
-196
-7% -$27.1K 0.03% 221
2022
Q4 		$364K Buy
2,684
+1,387
+107% +$188K 0.03% 195
2022
Q3 		$188K Sell
1,297
-604
-32% -$103K 0.02% 282
2022
Q2 		$320K Buy
1,901
+1,579
+490% +$287K 0.03% 182
2022
Q1 		$59K Buy
322
+120
+59% +$21.4K 0.01% 491
2021
Q4 		$42K Sell
202
-1,044
-84% -$193K ﹤0.01% 552
2021
Q3 		$216K Buy
1,246
+176
+16% +$34K 0.02% 254
2021
Q2 		$209K Buy
1,070
+137
+15% +$25.6K 0.02% 252
2021
Q1 		$161K Buy
933
+114
+14% +$18.3K 0.02% 267
2020
Q4 		$130K Buy
819
+100
+14% +$16.2K 0.02% 261
2020
Q3 		$120K Buy
719
+55
+8% +$9.08K 0.02% 208
2020
Q2 		$111K Buy
664
+155
+30% +$25K 0.02% 185
2020
Q1 		$73K Buy
509
+101
+25% +$15.1K 0.02% 174
2019
Q4 		$58K Buy
408
+402
+6,700% +$54.8K 0.02% 158
2019
Q3 		$1K Buy
+6
New +$830 ﹤0.01% 370

Other funds holding CCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Ellevest Inc's CCI Position: Q3 2026 in Review

Ellevest Inc increased its Crown Castle (CCI) stake by 7.1% in Q3 2026, buying an estimated $20.8K and bringing the position to 4,175 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #354.

Ellevest Inc first reported a position in CCI in Q3 2019 and has held it in 29 quarters since. The position peaked at $672K in Q4 2023. 554 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Ellevest Inc held 4,175 shares of Crown Castle worth $279K as of Q3 2026.
  • Ellevest Inc bought 277 Crown Castle shares in Q3 2026, an estimated $20.8K.
  • Crown Castle made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #354 holding.
  • Ellevest Inc first reported a position in Crown Castle in Q3 2019 and has held it in 29 quarters since.
  • Ellevest Inc's Crown Castle position peaked at $672K in Q4 2023.
  • 554 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.