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CCI icon

INVST’s Crown Castle CCI Stock Holding History

INVST’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 		$721K Sell
9,518
-3,736
-28% -$328K 0.07% 215
2026
Q1 		$1.08M Buy
+13,254
New +$1.14M 0.12% 139
2025
Q1 		– Sell
-5,582
Closed -$507K – 285
2024
Q4 		$507K Sell
5,582
-1,766
-24% -$185K 0.06% 173
2024
Q3 		$872K Sell
7,348
-169
-2% -$18.6K 0.11% 123
2024
Q2 		$722K Buy
7,517
+644
+9% +$63.4K 0.08% 136
2024
Q1 		$717K Buy
+6,873
New +$748K 0.09% 142
2022
Q3 		– Sell
-1,387
Closed -$252K – 174
2022
Q2 		$252K Sell
1,387
-128
-8% -$23.3K 0.04% 154
2022
Q1 		$266K Buy
1,515
+83
+6% +$14.8K 0.04% 156
2021
Q4 		$229K Sell
1,432
-1,989
-58% -$367K 0.04% 164
2021
Q3 		$593K Buy
3,421
+84
+3% +$16.2K 0.09% 102
2021
Q2 		$678K Buy
3,337
+262
+9% +$49.1K 0.11% 93
2021
Q1 		$581K Buy
3,075
+300
+11% +$48.1K 0.1% 100
2020
Q4 		$442K Buy
2,775
+766
+38% +$124K 0.08% 122
2020
Q3 		$338K Buy
2,009
+76
+4% +$12.5K 0.08% 110
2020
Q2 		$332K Buy
1,933
+306
+19% +$49.3K 0.1% 94
2020
Q1 		$224K Sell
1,627
-88
-5% -$13.1K 0.09% 87
2019
Q4 		$244K Sell
1,715
-9
-0.5% -$1.23K 0.09% 74
2019
Q3 		$236K Sell
1,724
-60
-3% -$8.3K 0.11% 70
2019
Q2 		$232K Sell
1,784
-410
-19% -$52.7K 0.12% 55
2019
Q1 		$278K Buy
+2,194
New +$257K 0.14% 46

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

INVST's CCI Position: Q2 2026 in Review

INVST reduced its Crown Castle (CCI) stake by 28% in Q2 2026, selling an estimated $328K and leaving 9,518 shares worth $721K. The position accounts for 0.07% of the portfolio, ranked #215.

INVST first reported a position in CCI in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.08M in Q1 2026. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • INVST held 9,518 shares of Crown Castle worth $721K as of Q2 2026.
  • INVST sold 3,736 Crown Castle shares in Q2 2026, an estimated $328K.
  • Crown Castle made up 0.07% of INVST's portfolio in Q2 2026, its #215 holding.
  • INVST first reported a position in Crown Castle in Q1 2019 and has held it in 20 quarters since.
  • INVST's Crown Castle position peaked at $1.08M in Q1 2026.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

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