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Golden State Equity Partners’s Crown Castle CCI Stock Holding History

Golden State Equity Partners’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 		– Sell
-5,093
Closed -$414K – 555
2026
Q1 		$414K Buy
5,093
+768
+18% +$66.1K 0.03% 498
2025
Q4 		$384K Sell
4,325
-242
-5% -$22.3K 0.06% 341
2025
Q3 		$441K Buy
4,567
+123
+3% +$12.4K 0.07% 285
2025
Q2 		$457K Sell
4,444
-1,046
-19% -$106K 0.08% 262
2025
Q1 		$572K Sell
5,490
-90
-2% -$8.4K 0.11% 221
2024
Q4 		$506K Buy
5,580
+1,808
+48% +$189K 0.1% 234
2024
Q3 		$447K Sell
3,772
-2,024
-35% -$223K 0.24% 103
2024
Q2 		$566K Buy
+5,796
New +$571K 0.12% 189
2023
Q4 		$694K Sell
6,024
-1,410
-19% -$144K 0.17% 140
2023
Q3 		$684K Buy
7,434
+663
+10% +$68.7K 0.19% 131
2023
Q2 		$771K Buy
6,771
+4,379
+183% +$521K 0.22% 115
2023
Q1 		$320K Buy
+2,392
New +$331K 0.17% 139

Other funds holding CCI

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Golden State Equity Partners's CCI Position: Q2 2026 in Review

Golden State Equity Partners sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 5,093 shares — an estimated $414K sold.

Golden State Equity Partners first reported a position in CCI in Q1 2023 and held it in 12 quarters. The position peaked at $771K in Q2 2023. 407 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Golden State Equity Partners reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 5,093 Crown Castle shares in Q2 2026, an estimated $414K.
  • Golden State Equity Partners first reported a position in Crown Castle in Q1 2023 and held it in 12 quarters.
  • Golden State Equity Partners's Crown Castle position peaked at $771K in Q2 2023.
  • 407 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.