NW
CCI icon

Naviter Wealth’s Crown Castle CCI Stock Holding History

Naviter Wealth’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 		$2.27M Buy
30,039
+3,787
+14% +$333K 0.21% 111
2026
Q1 		$2.13M Buy
26,252
+4,169
+19% +$359K 0.27% 92
2025
Q4 		$1.96M Sell
22,083
-5,078
-19% -$467K 0.26% 92
2025
Q3 		$2.62M Buy
27,161
+1,360
+5% +$138K 0.31% 83
2025
Q2 		$2.65M Buy
25,801
+2,911
+13% +$295K 0.33% 79
2025
Q1 		$2.41M Sell
22,890
-440
-2% -$41.1K 0.29% 89
2024
Q4 		$2.12M Sell
23,330
-11,070
-32% -$1.16M 0.26% 109
2024
Q3 		$4.08M Sell
34,400
-4,815
-12% -$530K 0.57% 46
2024
Q2 		$3.83M Buy
39,215
+796
+2% +$78.4K 0.57% 39
2024
Q1 		$4.07M Sell
38,419
-978
-2% -$106K 0.67% 32
2023
Q4 		$4.54M Buy
39,397
+8,772
+29% +$898K 0.91% 26
2023
Q3 		$2.82M Buy
30,625
+11,927
+64% +$1.24M 0.68% 31
2023
Q2 		$2.13M Sell
18,698
-1,497
-7% -$178K 0.54% 41
2023
Q1 		$2.7M Buy
20,195
+3,867
+24% +$535K 0.95% 18
2022
Q4 		$2.37M Buy
16,328
+2,913
+22% +$394K 0.65% 29
2022
Q3 		$1.94M Buy
13,415
+4,327
+48% +$741K 0.79% 18
2022
Q2 		$1.53M Buy
9,088
+166
+2% +$30.2K 0.63% 29
2022
Q1 		$1.65M Sell
8,922
-300
-3% -$53.4K 0.55% 43
2021
Q4 		$1.93M Buy
+9,222
New +$1.7M 0.58% 47

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Naviter Wealth's CCI Position: Q2 2026 in Review

Naviter Wealth increased its Crown Castle (CCI) stake by 14% in Q2 2026, buying an estimated $333K and bringing the position to 30,039 shares worth $2.27M. The position accounts for 0.21% of the portfolio, ranked #111.

Naviter Wealth first reported a position in CCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.54M in Q4 2023. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Naviter Wealth held 30,039 shares of Crown Castle worth $2.27M as of Q2 2026.
  • Naviter Wealth bought 3,787 Crown Castle shares in Q2 2026, an estimated $333K.
  • Crown Castle made up 0.21% of Naviter Wealth's portfolio in Q2 2026, its #111 holding.
  • Naviter Wealth first reported a position in Crown Castle in Q4 2021 and has held it in 19 quarters since.
  • Naviter Wealth's Crown Castle position peaked at $4.54M in Q4 2023.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.