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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kovack Advisors's CCI Position: Q1 2026 in Review

Kovack Advisors reduced its Crown Castle (CCI) stake by 3.9% in Q1 2026, selling an estimated $129K and leaving 37,074 shares worth $3.01M. The position accounts for 0.16% of the portfolio, ranked #126.

Kovack Advisors first reported a position in CCI in Q2 2017 and has held it in 19 quarters since. The position peaked at $3.43M in Q4 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Kovack Advisors held 37,074 shares of Crown Castle worth $3.01M as of Q1 2026.
  • Kovack Advisors sold 1,498 Crown Castle shares in Q1 2026, an estimated $129K.
  • Crown Castle made up 0.16% of Kovack Advisors's portfolio in Q1 2026, its #126 holding.
  • Kovack Advisors first reported a position in Crown Castle in Q2 2017 and has held it in 19 quarters since.
  • Kovack Advisors's Crown Castle position peaked at $3.43M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.