Level Four Advisory Services’s Crown Castle CCI Stock Holding History

Level Four 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 Q1	$231K	Buy	2,836 +111	+4%	+$9.55K	0.01%	787
2025 Q4	$242K	Sell	2,725 -947	-26%	-$87.1K	0.01%	747
2025 Q3	$354K	Buy	3,672 +78	+2%	+$7.89K	0.01%	638
2025 Q2	$369K	Buy	3,594 +7	+0.2%	+$708	0.01%	593
2025 Q1	$374K	Buy	3,587 +32	+0.9%	+$2.99K	0.02%	564
2024 Q4	$323K	Buy	3,555 +297	+9%	+$31.1K	0.01%	600
2024 Q3	$350K	Buy	3,258 +240	+8%	+$26.4K	0.01%	598
2024 Q2	$295K	Sell	3,018 -166	-5%	-$16.3K	0.01%	621
2024 Q1	$367K	Hold	3,184	–	–	0.02%	553
2023 Q4	$367K	Buy	3,184 +777	+32%	+$79.6K	0.02%	552
2023 Q3	$222K	Sell	2,407 -854	-26%	-$88.5K	0.01%	657
2023 Q2	$372K	Sell	3,261 -447	-12%	-$53.2K	0.02%	564
2023 Q1	$496K	Sell	3,708 -628	-14%	-$86.8K	0.03%	422
2022 Q4	$588K	Buy	4,336 +2,568	+145%	+$347K	0.04%	362
2022 Q3	$256K	Sell	1,768 -2,060	-54%	-$353K	0.02%	458
2022 Q2	$645K	Sell	3,828 -542	-12%	-$98.6K	0.06%	290
2022 Q1	$807K	Buy	4,370 +2,453	+128%	+$437K	0.06%	287
2021 Q4	$400K	Buy	+1,917	New	+$354K	0.03%	454
2020 Q3	–	Sell	-4,382	Closed	-$735K	–	550
2020 Q2	$735K	Buy	4,382 +372	+9%	+$59.9K	0.06%	304
2020 Q1	$581K	Sell	4,010 -146	-4%	-$21.8K	0.07%	292
2019 Q4	$5.07M	Buy	4,156 +539	+15%	+$73.5K	0.2%	140
2019 Q3	$503K	Sell	3,617 -202	-5%	-$27.9K	0.05%	323
2019 Q2	$498K	Buy	3,819 +12	+0.3%	+$1.54K	0.05%	323
2019 Q1	$487K	Sell	3,807 -4,646	-55%	-$545K	0.05%	322
2018 Q4	$918K	Sell	8,453 -4,693	-36%	-$516K	0.11%	186
2018 Q3	$1.46M	Buy	13,146 +372	+3%	+$41.4K	0.16%	147
2018 Q2	$1.38M	Buy	+12,774	New	+$1.33M	0.1%	193

Other funds holding CCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Level Four Advisory Services's CCI Position: Q1 2026 in Review

Level Four Advisory Services increased its Crown Castle (CCI) stake by 4.1% in Q1 2026, buying an estimated $9.55K and bringing the position to 2,836 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #787.

Level Four Advisory Services first reported a position in CCI in Q2 2018 and has held it in 27 quarters since. The position peaked at $5.07M in Q4 2019. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Level Four Advisory Services held 2,836 shares of Crown Castle worth $231K as of Q1 2026.
Level Four Advisory Services bought 111 Crown Castle shares in Q1 2026, an estimated $9.55K.
Crown Castle made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #787 holding.
Level Four Advisory Services first reported a position in Crown Castle in Q2 2018 and has held it in 27 quarters since.
Level Four Advisory Services's Crown Castle position peaked at $5.07M in Q4 2019.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.