MIM
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Morningstar Investment Management’s Crown Castle CCI Stock Holding History

Morningstar Investment 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 		$4.34M Hold
53,402
– – 0.27% 86
2026
Q1 		$4.34M Buy
53,402
+3,944
+8% +$339K 0.27% 86
2025
Q4 		$4.39M Buy
49,458
+6,521
+15% +$600K 0.26% 87
2025
Q3 		$4.14M Buy
42,937
+38,711
+916% +$3.92M 0.15% 160
2025
Q2 		$434K Buy
+4,226
New +$428K 0.04% 127
2025
Q1 		– Sell
-5,304
Closed -$481K – 99
2024
Q4 		$481K Buy
5,304
+982
+23% +$103K 0.04% 129
2024
Q3 		$484K Sell
4,322
-3,758
-47% -$414K 0.05% 136
2024
Q2 		$789K Buy
8,080
+915
+13% +$90.1K 0.08% 99
2024
Q1 		$758K Hold
7,165
– – 0.08% 103
2023
Q4 		$825K Buy
7,165
+2,629
+58% +$269K 0.09% 96
2023
Q3 		$417K Buy
4,536
+645
+17% +$66.8K 0.06% 109
2023
Q2 		$443K Buy
3,891
+811
+26% +$96.5K 0.06% 108
2023
Q1 		$412K Hold
3,080
– – 0.06% 64
2022
Q4 		$418K Buy
+3,080
New +$417K 0.07% 62

Other funds holding CCI

MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Morningstar Investment Management's CCI Position: Q2 2026 in Review

Morningstar Investment Management held its Crown Castle (CCI) position steady in Q2 2026 at 53,402 shares worth $4.34M. The position accounts for 0.27% of the portfolio, ranked #86.

Morningstar Investment Management first reported a position in CCI in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.39M in Q4 2025. 309 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Morningstar Investment Management held 53,402 shares of Crown Castle worth $4.34M as of Q2 2026.
  • Morningstar Investment Management left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up 0.27% of Morningstar Investment Management's portfolio in Q2 2026, its #86 holding.
  • Morningstar Investment Management first reported a position in Crown Castle in Q4 2022 and has held it in 14 quarters since.
  • Morningstar Investment Management's Crown Castle position peaked at $4.39M in Q4 2025.
  • 309 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.