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PFG Investments’s Crown Castle CCI Stock Holding History

PFG Investments’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 		$369K Buy
4,875
+1,103
+29% +$96.9K 0.01% 828
2026
Q1 		$307K Buy
+3,772
New +$325K 0.01% 844
2025
Q3 		– Sell
-1,961
Closed -$201K – 1118
2025
Q2 		$201K Sell
1,961
-20
-1% -$2.02K 0.01% 919
2025
Q1 		$206K Sell
1,981
-440
-18% -$41.1K 0.01% 866
2024
Q4 		$220K Sell
2,421
-105
-4% -$11K 0.01% 859
2024
Q3 		$300K Sell
2,526
-341
-12% -$37.6K 0.02% 712
2024
Q2 		$280K Sell
2,867
-7,233
-72% -$712K 0.02% 681
2024
Q1 		$1.07M Buy
10,100
+8,362
+481% +$910K 0.06% 318
2023
Q4 		$200K Sell
1,738
-581
-25% -$59.5K 0.04% 456
2023
Q3 		$213K Sell
2,319
-1,488
-39% -$154K 0.04% 444
2023
Q2 		$434K Buy
3,807
+419
+12% +$49.9K 0.08% 279
2023
Q1 		$453K Buy
+3,388
New +$468K 0.09% 253

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

PFG Investments's CCI Position: Q2 2026 in Review

PFG Investments increased its Crown Castle (CCI) stake by 29% in Q2 2026, buying an estimated $96.9K and bringing the position to 4,875 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #828.

PFG Investments first reported a position in CCI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q1 2024. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • PFG Investments held 4,875 shares of Crown Castle worth $369K as of Q2 2026.
  • PFG Investments bought 1,103 Crown Castle shares in Q2 2026, an estimated $96.9K.
  • Crown Castle made up 0.01% of PFG Investments's portfolio in Q2 2026, its #828 holding.
  • PFG Investments first reported a position in Crown Castle in Q1 2023 and has held it in 12 quarters since.
  • PFG Investments's Crown Castle position peaked at $1.07M in Q1 2024.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.