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Realta Investment Advisors’s Crown Castle CCI Stock Holding History

Realta Investment Advisors’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 		– Sell
-244
Closed -$21.7K – 373
2025
Q4 		$21.7K Buy
244
+44
+22% +$4.05K 0.01% 276
2025
Q3 		$19.3K Sell
200
-384
-66% -$38.9K 0.01% 262
2025
Q2 		$60K Sell
584
-46
-7% -$4.66K 0.02% 220
2025
Q1 		$65.7K Sell
630
-58
-8% -$5.42K 0.03% 218
2024
Q4 		$61.9K Buy
+688
New +$71.9K 0.03% 240
2024
Q3 		– Sell
-2,236
Closed -$218K – 404
2024
Q2 		$218K Buy
+2,236
New +$220K 0.04% 375
2023
Q4 		– Sell
-2,161
Closed -$246K – 478
2023
Q3 		$246K Hold
2,161
– – 0.06% 333
2023
Q2 		$246K Sell
2,161
-551
-20% -$65.6K 0.05% 351
2023
Q1 		$363K Sell
2,712
-342
-11% -$47.3K 0.09% 256
2022
Q4 		$414K Sell
3,054
-15
-0.5% -$2.03K 0.1% 237
2022
Q3 		$444K Sell
3,069
-27
-0.9% -$4.62K 0.12% 207
2022
Q2 		$534K Buy
3,096
+45
+1% +$8.19K 0.13% 177
2022
Q1 		$563K Buy
3,051
+137
+5% +$24.4K 0.11% 192
2021
Q4 		$608K Buy
2,914
+1,012
+53% +$187K 0.13% 179
2021
Q3 		$330K Buy
1,902
+126
+7% +$24.4K 0.08% 279
2021
Q2 		$347K Sell
1,776
-228
-11% -$42.7K 0.08% 263
2021
Q1 		$345K Buy
2,004
+367
+22% +$58.8K 0.09% 256
2020
Q4 		$261K Buy
1,637
+91
+6% +$14.8K 0.07% 265
2020
Q3 		$257K Sell
1,546
-28
-2% -$4.62K 0.09% 250
2020
Q2 		$263K Sell
1,574
-812
-34% -$131K 0.09% 267
2020
Q1 		$345K Buy
2,386
+771
+48% +$115K 0.15% 187
2019
Q4 		$214K Buy
1,615
+270
+20% +$36.8K 0.06% 322
2019
Q3 		$190K Buy
1,345
+369
+38% +$51K 0.05% 338
2019
Q2 		$128K Buy
976
+709
+266% +$91.2K 0.04% 436
2019
Q1 		$34K Buy
+267
New +$31.3K 0.02% 645

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Realta Investment Advisors's CCI Position: Q1 2026 in Review

Realta Investment Advisors sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 244 shares — an estimated $21.7K sold.

Realta Investment Advisors first reported a position in CCI in Q1 2019 and held it in 25 quarters. The position peaked at $608K in Q4 2021. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Realta Investment Advisors reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 244 Crown Castle shares in Q1 2026, an estimated $21.7K.
  • Realta Investment Advisors first reported a position in Crown Castle in Q1 2019 and held it in 25 quarters.
  • Realta Investment Advisors's Crown Castle position peaked at $608K in Q4 2021.
  • 957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.