Morgan Dempsey Capital Management’s Crown Castle CCI Stock Holding History

Morgan Dempsey Capital Management’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	-100	Closed	-$8.13K	–	124
2026 Q1	$8.13K	Buy	+100	New	+$8.61K	﹤0.01%	129
2025 Q3	–	Sell	-100	Closed	-$10.3K	–	160
2025 Q2	$10.3K	Hold	100	–	–	﹤0.01%	127
2025 Q1	$10.4K	Hold	100	–	–	﹤0.01%	108
2024 Q4	$9.08K	Hold	100	–	–	﹤0.01%	108
2024 Q3	$11.9K	Buy	+100	New	+$11K	﹤0.01%	96
2024 Q2	–	Sell	-100	Closed	-$10.6K	–	111
2024 Q1	$10.6K	Hold	100	–	–	﹤0.01%	90
2023 Q4	$11.5K	Buy	+100	New	+$10.2K	﹤0.01%	82
2023 Q2	–	Sell	-100	Closed	-$13.4K	–	122
2023 Q1	$13.4K	Hold	100	–	–	﹤0.01%	78
2022 Q4	$13.6K	Hold	100	–	–	﹤0.01%	94
2022 Q3	$14K	Hold	100	–	–	﹤0.01%	79
2022 Q2	$17K	Hold	100	–	–	0.01%	70
2022 Q1	$18K	Hold	100	–	–	0.01%	72
2021 Q4	$21K	Hold	100	–	–	0.01%	70
2021 Q3	$17K	Buy	+100	New	+$19.3K	0.01%	70

Other funds holding CCI

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Dempsey Capital Management's CCI Position: Q2 2026 in Review

Morgan Dempsey Capital Management increased its Crown Castle (CCI) stake by 7% in Q2 2026, buying an estimated $293K and bringing the position to 50,708 shares worth $3.84M. The position accounts for 1.65% of the portfolio, ranked #34.

Morgan Dempsey Capital Management first reported a position in CCI in Q2 2017 and has held it in 37 quarters since. The position peaked at $12.2M in Q2 2021. 371 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Morgan Dempsey Capital Management held 50,708 shares of Crown Castle worth $3.84M as of Q2 2026.
Morgan Dempsey Capital Management bought 3,336 Crown Castle shares in Q2 2026, an estimated $293K.
Crown Castle made up 1.65% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #34 holding.
Morgan Dempsey Capital Management first reported a position in Crown Castle in Q2 2017 and has held it in 37 quarters since.
Morgan Dempsey Capital Management's Crown Castle position peaked at $12.2M in Q2 2021.
371 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.