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Kovack Advisors’s Crown Castle CCI Stock Holding History

Kovack 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 		– Sell
-37,074
Closed -$3.01M – 1082
2026
Q1 		$3.01M Sell
37,074
-1,498
-4% -$129K 0.16% 126
2025
Q4 		$3.43M Buy
+38,572
New +$3.55M 0.16% 116
2024
Q3 		– Sell
-13,665
Closed -$1.34M – 595
2024
Q2 		$1.34M Buy
13,665
+283
+2% +$27.9K 0.15% 136
2024
Q1 		$1.42M Buy
13,382
+4,437
+50% +$483K 0.17% 116
2023
Q4 		$1.03M Buy
8,945
+5,257
+143% +$538K 0.12% 167
2023
Q3 		$339K Buy
+3,688
New +$382K 0.05% 355
2023
Q1 		– Sell
-1,610
Closed -$218K – 614
2022
Q4 		$218K Sell
1,610
-155
-9% -$21K 0.03% 500
2022
Q3 		$255K Sell
1,765
-1,424
-45% -$244K 0.04% 453
2022
Q2 		$537K Buy
3,189
+60
+2% +$10.9K 0.07% 298
2022
Q1 		$577K Buy
3,129
+32
+1% +$5.7K 0.06% 357
2021
Q4 		$646K Buy
3,097
+3
+0.1% +$554 0.06% 327
2021
Q3 		$536K Buy
3,094
+1
+0% +$193 0.06% 364
2021
Q2 		$603K Buy
3,093
+94
+3% +$17.6K 0.07% 306
2021
Q1 		$516K Buy
2,999
+784
+35% +$126K 0.07% 306
2020
Q4 		$353K Buy
2,215
+263
+13% +$42.7K 0.05% 355
2020
Q3 		$325K Buy
1,952
+298
+18% +$49.2K 0.06% 312
2020
Q2 		$277K Sell
1,654
-52
-3% -$8.38K 0.05% 341
2020
Q1 		$246K Buy
+1,706
New +$254K 0.06% 330
2017
Q3 		– Sell
-2,522
Closed -$253K – 371
2017
Q2 		$253K Buy
+2,522
New +$248K 0.08% 280

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

Kovack Advisors's CCI Position: Q2 2026 in Review

Kovack Advisors sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 37,074 shares — an estimated $3.01M sold.

Kovack Advisors first reported a position in CCI in Q2 2017 and held it in 19 quarters. The position peaked at $3.43M in Q4 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Kovack Advisors reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 37,074 Crown Castle shares in Q2 2026, an estimated $3.01M.
  • Kovack Advisors first reported a position in Crown Castle in Q2 2017 and held it in 19 quarters.
  • Kovack Advisors's Crown Castle position peaked at $3.43M in Q4 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.