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J.W. Cole Advisors’s Crown Castle CCI Stock Holding History

J.W. Cole 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 		$286K Buy
3,775
+99
+3% +$8.7K ﹤0.01% 1304
2026
Q1 		$299K Buy
+3,676
New +$316K 0.01% 631
2025
Q4 		– Sell
-3,501
Closed -$338K – 1487
2025
Q3 		$338K Buy
3,501
+140
+4% +$14.2K 0.01% 1159
2025
Q2 		$345K Buy
+3,361
New +$340K 0.01% 1070
2024
Q4 		– Sell
-2,618
Closed -$311K – 963
2024
Q3 		$311K Sell
2,618
-58
-2% -$6.39K 0.01% 754
2024
Q2 		$261K Sell
2,676
-1,190
-31% -$117K 0.01% 755
2024
Q1 		$409K Buy
3,866
+148
+4% +$16.1K 0.02% 589
2023
Q4 		$428K Buy
3,718
+201
+6% +$20.6K 0.03% 531
2023
Q3 		$324K Buy
3,517
+26
+0.7% +$2.69K 0.02% 544
2023
Q2 		$398K Sell
3,491
-406
-10% -$48.3K 0.03% 488
2023
Q1 		$522K Buy
3,897
+334
+9% +$46.2K 0.04% 438
2022
Q4 		$483K Buy
3,563
+101
+3% +$13.7K 0.04% 426
2022
Q3 		$500K Buy
3,462
+442
+15% +$75.6K 0.04% 397
2022
Q2 		$509K Sell
3,020
-46
-2% -$8.37K 0.04% 406
2022
Q1 		$566K Buy
3,066
+89
+3% +$15.8K 0.04% 416
2021
Q4 		$622K Sell
2,977
-55
-2% -$10.2K 0.04% 393
2021
Q3 		$526K Sell
3,032
-130
-4% -$25.1K 0.04% 251
2021
Q2 		$617K Sell
3,162
-595
-16% -$111K 0.05% 372
2021
Q1 		$647K Buy
3,757
+147
+4% +$23.5K 0.06% 325
2020
Q4 		$575K Buy
3,610
+1,297
+56% +$210K 0.06% 316
2020
Q3 		$385K Buy
+2,313
New +$382K 0.03% 479
2020
Q1 		– Sell
-3,551
Closed -$505K – 160
2019
Q4 		$505K Buy
+3,551
New +$484K 0.06% 303

Other funds holding CCI

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

J.W. Cole Advisors's CCI Position: Q2 2026 in Review

J.W. Cole Advisors increased its Crown Castle (CCI) stake by 2.7% in Q2 2026, buying an estimated $8.7K and bringing the position to 3,775 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

J.W. Cole Advisors first reported a position in CCI in Q4 2019 and has held it in 22 quarters since. The position peaked at $647K in Q1 2021. 226 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • J.W. Cole Advisors held 3,775 shares of Crown Castle worth $286K as of Q2 2026.
  • J.W. Cole Advisors bought 99 Crown Castle shares in Q2 2026, an estimated $8.7K.
  • Crown Castle made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1304 holding.
  • J.W. Cole Advisors first reported a position in Crown Castle in Q4 2019 and has held it in 22 quarters since.
  • J.W. Cole Advisors's Crown Castle position peaked at $647K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.