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Foundations Investment Advisors’s Crown Castle CCI Stock Holding History

Foundations 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 		$262K Buy
+3,462
New +$304K ﹤0.01% 1026
2025
Q4 		– Sell
-2,345
Closed -$226K – 1122
2025
Q3 		$226K Buy
2,345
+140
+6% +$14.2K ﹤0.01% 956
2025
Q2 		$227K Sell
2,205
-41
-2% -$4.15K ﹤0.01% 842
2025
Q1 		$234K Sell
2,246
-46,672
-95% -$4.36M ﹤0.01% 784
2024
Q4 		$4.44M Buy
48,918
+14,975
+44% +$1.57M 0.09% 201
2024
Q3 		$4.03M Buy
33,943
+5,812
+21% +$640K 0.08% 200
2024
Q2 		$2.75M Buy
28,131
+3,426
+14% +$337K 0.07% 209
2024
Q1 		$2.61M Buy
24,705
+1,164
+5% +$127K 0.07% 211
2023
Q4 		$2.61M Sell
23,541
-1,098
-4% -$112K 0.07% 202
2023
Q3 		$2.27M Buy
24,639
+3,061
+14% +$317K 0.07% 205
2023
Q2 		$2.46M Sell
21,578
-2,081
-9% -$248K 0.08% 169
2023
Q1 		$3.17M Buy
23,659
+21,756
+1,143% +$3.01M 0.11% 119
2022
Q4 		$258K Buy
+1,903
New +$257K 0.01% 369

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

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

Foundations Investment Advisors opened a new position in Crown Castle (CCI) in Q2 2026: 3,462 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in CCI as recently as Q3 2025.

Foundations Investment Advisors first reported a position in CCI in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.44M in Q4 2024. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Foundations Investment Advisors held 3,462 shares of Crown Castle worth $262K as of Q2 2026.
  • Crown Castle was a new Foundations Investment Advisors position in Q2 2026.
  • Crown Castle made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1026 holding.
  • Foundations Investment Advisors first reported a position in Crown Castle in Q4 2022 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Crown Castle position peaked at $4.44M in Q4 2024.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.