Plato Investment Management’s Crown Castle CCI Stock Holding History

Plato 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 Q1	$748K	Sell	9,189 -12,847	-58%	-$1.11M	0.05%	302
2025 Q4	$1.97M	Hold	22,036	–	–	0.13%	169
2025 Q3	$2.11M	Buy	22,036 +17,631	+400%	+$1.78M	0.14%	154
2025 Q2	$451K	Sell	4,405 -9,601	-69%	-$972K	0.03%	352
2025 Q1	$1.48M	Sell	14,006 -1,237	-8%	-$116K	0.12%	181
2024 Q4	$1.39M	Sell	15,243 -1,441	-9%	-$151K	0.1%	205
2024 Q3	$1.98M	Buy	16,684 +5,262	+46%	+$580K	0.16%	151
2024 Q2	$1.12M	Hold	11,422	–	–	0.1%	190
2024 Q1	$1.21M	Buy	11,422 +10,547	+1,205%	+$1.15M	0.13%	183
2023 Q4	$101K	Buy	+875	New	+$89.6K	0.12%	157

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

Plato Investment Management's CCI Position: Q1 2026 in Review

Plato Investment Management reduced its Crown Castle (CCI) stake by 58% in Q1 2026, selling an estimated $1.11M and leaving 9,189 shares worth $748K. The position accounts for 0.05% of the portfolio, ranked #302.

Plato Investment Management first reported a position in CCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.11M in Q3 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Plato Investment Management held 9,189 shares of Crown Castle worth $748K as of Q1 2026.
Plato Investment Management sold 12,847 Crown Castle shares in Q1 2026, an estimated $1.11M.
Crown Castle made up 0.05% of Plato Investment Management's portfolio in Q1 2026, its #302 holding.
Plato Investment Management first reported a position in Crown Castle in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Crown Castle position peaked at $2.11M in Q3 2025.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.