Herold Advisors
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Herold Advisors’s Crown Castle CCI Stock Holding History

Herold 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
Q3 		$660K Buy
9,897
+1,479
+18% +$111K 0.13% 157
2026
Q2 		$643K Buy
8,418
+104
+1% +$9.14K 0.13% 158
2026
Q1 		$676K Buy
8,314
+679
+9% +$58.4K 0.15% 145
2025
Q4 		$678K Buy
7,635
+1
+0% +$92 0.15% 143
2025
Q3 		$737K Sell
7,634
-132
-2% -$13.4K 0.17% 138
2025
Q2 		$798K Buy
7,766
+289
+4% +$29.2K 0.17% 137
2025
Q1 		$779K Buy
7,477
+1,722
+30% +$161K 0.17% 139
2024
Q4 		$522K Buy
5,755
+711
+14% +$74.3K 0.11% 182
2024
Q3 		$598K Buy
5,044
+579
+13% +$63.8K 0.13% 172
2024
Q2 		$436K Buy
4,465
+1,004
+29% +$98.9K 0.1% 194
2024
Q1 		$366K Sell
3,461
-272
-7% -$29.6K 0.09% 202
2023
Q4 		$430K Sell
3,733
-547
-13% -$56K 0.12% 174
2023
Q3 		$394K Buy
4,280
+1,104
+35% +$114K 0.12% 179
2023
Q2 		$362K Sell
3,176
-172
-5% -$20.5K 0.11% 183
2023
Q1 		$448K Buy
3,348
+177
+6% +$24.5K 0.15% 150
2022
Q4 		$430K Buy
3,171
+453
+17% +$61.3K 0.18% 129
2022
Q3 		$392K Buy
2,718
+2
+0.1% +$342 0.19% 128
2022
Q2 		$457K Buy
2,716
+52
+2% +$9.46K 0.2% 122
2022
Q1 		$492K Buy
2,664
+2
+0.1% +$356 0.17% 131
2021
Q4 		$555K Sell
2,662
-398
-13% -$73.5K 0.22% 118
2021
Q3 		$530K Buy
+3,060
New +$592K 0.21% 121

Other funds holding CCI

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Herold Advisors's CCI Position: Q3 2026 in Review

Herold Advisors increased its Crown Castle (CCI) stake by 18% in Q3 2026, buying an estimated $111K and bringing the position to 9,897 shares worth $660K. The position accounts for 0.13% of the portfolio, ranked #157.

Herold Advisors first reported a position in CCI in Q3 2021 and has held it in 21 quarters since. The position peaked at $798K in Q2 2025. 193 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Herold Advisors held 9,897 shares of Crown Castle worth $660K as of Q3 2026.
  • Herold Advisors bought 1,479 Crown Castle shares in Q3 2026, an estimated $111K.
  • Crown Castle made up 0.13% of Herold Advisors's portfolio in Q3 2026, its #157 holding.
  • Herold Advisors first reported a position in Crown Castle in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Crown Castle position peaked at $798K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.