Kovitz Investment Group Partners
CCI icon

Kovitz Investment Group Partners’s Crown Castle CCI Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-47,585
Closed -$4.23M – 487
2025
Q4 		$4.23M Buy
47,585
+2,576
+6% +$237K 0.09% 155
2025
Q3 		$4.34M Buy
45,009
+36,425
+424% +$3.69M 0.02% 491
2025
Q2 		$882K Sell
8,584
-21,680
-72% -$2.19M ﹤0.01% 826
2025
Q1 		$3.15M Buy
30,264
+20,961
+225% +$1.96M 0.02% 489
2024
Q4 		$845K Buy
9,303
+2,204
+31% +$230K ﹤0.01% 754
2024
Q3 		$842K Sell
7,099
-418
-6% -$46K 0.01% 665
2024
Q2 		$734K Sell
7,517
-5,318
-41% -$524K 0.01% 603
2024
Q1 		$1.36M Buy
+12,835
New +$1.4M 0.02% 356

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

Kovitz Investment Group Partners's CCI Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 47,585 shares — an estimated $4.23M sold.

Kovitz Investment Group Partners first reported a position in CCI in Q1 2024 and held it in 8 quarters. The position peaked at $4.34M in Q3 2025. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 47,585 Crown Castle shares in Q1 2026, an estimated $4.23M.
  • Kovitz Investment Group Partners first reported a position in Crown Castle in Q1 2024 and held it in 8 quarters.
  • Kovitz Investment Group Partners's Crown Castle position peaked at $4.34M in Q3 2025.
  • 955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.