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HeadInvest LLC’s Crown Castle CCI Stock Holding History

HeadInvest LLC’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
-2,770
Closed -$225K – 219
2026
Q1 		$225K Sell
2,770
-225
-8% -$19.4K 0.05% 210
2025
Q4 		$266K Sell
2,995
-464
-13% -$42.7K 0.05% 192
2025
Q3 		$334K Hold
3,459
– – 0.07% 173
2025
Q2 		$355K Sell
3,459
-75
-2% -$7.59K 0.08% 168
2025
Q1 		$368K Sell
3,534
-200
-5% -$18.7K 0.07% 177
2024
Q4 		$339K Sell
3,734
-506
-12% -$52.9K 0.06% 181
2024
Q3 		$503K Sell
4,240
-475
-10% -$52.3K 0.09% 152
2024
Q2 		$461K Sell
4,715
-325
-6% -$32K 0.09% 146
2024
Q1 		$533K Sell
5,040
-400
-7% -$43.5K 0.1% 137
2023
Q4 		$627K Sell
5,440
-800
-13% -$81.9K 0.13% 117
2023
Q3 		$567K Sell
6,240
-151
-2% -$15.6K 0.12% 115
2023
Q2 		$667K Sell
6,391
-677
-10% -$80.6K 0.14% 105
2023
Q1 		$946K Sell
7,068
-205
-3% -$28.3K 0.21% 88
2022
Q4 		$987K Sell
7,273
-631
-8% -$85.3K 0.22% 83
2022
Q3 		$1.14M Buy
7,904
+35
+0.4% +$5.99K 0.27% 76
2022
Q2 		$1.32M Sell
7,869
-67
-0.8% -$12.2K 0.29% 73
2022
Q1 		$1.47M Sell
7,936
-193
-2% -$34.4K 0.28% 74
2021
Q4 		$1.7M Buy
8,129
+515
+7% +$95.1K 0.3% 67
2021
Q3 		$1.32M Buy
7,614
+1,001
+15% +$194K 0.25% 75
2021
Q2 		$1.29M Buy
6,613
+1,061
+19% +$199K 0.25% 77
2021
Q1 		$955K Buy
+5,552
New +$889K 0.19% 84

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

HeadInvest LLC's CCI Position: Q2 2026 in Review

HeadInvest LLC sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 2,770 shares — an estimated $225K sold.

HeadInvest LLC first reported a position in CCI in Q1 2021 and held it in 21 quarters. The position peaked at $1.7M in Q4 2021. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • HeadInvest LLC reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • HeadInvest LLC sold 2,770 Crown Castle shares in Q2 2026, an estimated $225K.
  • HeadInvest LLC first reported a position in Crown Castle in Q1 2021 and held it in 21 quarters.
  • HeadInvest LLC's Crown Castle position peaked at $1.7M in Q4 2021.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.