Kestra Advisory Services’s Crown Castle CCI Stock Holding History

Kestra Advisory Services’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	$1.63M	Sell	21,562 -241	-1%	-$21.2K	0.01%	1475
2026 Q1	$1.77M	Buy	21,803 +998	+5%	+$85.9K	0.01%	1376
2025 Q4	$1.85M	Sell	20,805 -44	-0.2%	-$4.05K	0.01%	1261
2025 Q3	$2.01M	Sell	20,849 -825	-4%	-$83.5K	0.01%	1143
2025 Q2	$2.23M	Sell	21,674 -823	-4%	-$83.3K	0.01%	1030
2025 Q1	$2.34M	Sell	22,497 -5,946	-21%	-$555K	0.01%	913
2024 Q4	$2.58M	Buy	28,443 +10,163	+56%	+$1.06M	0.01%	874
2024 Q3	$2.17M	Sell	18,280 -11,767	-39%	-$1.3M	0.01%	917
2024 Q2	$2.94M	Buy	30,047 +2,719	+10%	+$268K	0.02%	780
2024 Q1	$2.89M	Buy	27,328 +21,315	+354%	+$2.32M	0.02%	722
2023 Q4	$5.84M	Buy	+6,013	New	+$616K	0.05%	403
2023 Q1	–	Sell	-1,873	Closed	-$254K	–	2104
2022 Q4	$254K	Buy	+1,873	New	+$253K	﹤0.01%	1863
2022 Q3	–	Sell	-7,007	Closed	-$1.18M	–	2123
2022 Q2	$1.18M	Buy	7,007 +5,737	+452%	+$1.04M	0.01%	896
2022 Q1	$234K	Buy	+1,270	New	+$226K	﹤0.01%	1748
2021 Q4	–	Sell	-6,294	Closed	-$1.09M	–	2040
2021 Q3	$1.09M	Buy	6,294 +2,657	+73%	+$514K	0.01%	972
2021 Q2	$710K	Buy	+3,637	New	+$681K	0.01%	1105

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Advisory Services's CCI Position: Q2 2026 in Review

Kestra Advisory Services reduced its Crown Castle (CCI) stake by 1.1% in Q2 2026, selling an estimated $21.2K and leaving 21,562 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #1475.

Kestra Advisory Services first reported a position in CCI in Q2 2021 and has held it in 16 quarters since. The position peaked at $5.84M in Q4 2023. 937 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Kestra Advisory Services held 21,562 shares of Crown Castle worth $1.63M as of Q2 2026.
Kestra Advisory Services sold 241 Crown Castle shares in Q2 2026, an estimated $21.2K.
Crown Castle made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1475 holding.
Kestra Advisory Services first reported a position in Crown Castle in Q2 2021 and has held it in 16 quarters since.
Kestra Advisory Services's Crown Castle position peaked at $5.84M in Q4 2023.
937 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.