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Richards, Merrill & Peterson’s Crown Castle CCI Stock Holding History

Richards, Merrill & Peterson’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 		– Sell
-275
Closed -$22.4K – 287
2026
Q1 		$22.4K Hold
275
– – 0.01% 254
2025
Q4 		$24.4K Buy
+275
New +$25.3K 0.01% 242
2025
Q2 		– Sell
-1,409
Closed -$147K – 236
2025
Q1 		$147K Sell
1,409
-98
-7% -$9.15K 0.08% 163
2024
Q4 		$137K Buy
+1,507
New +$158K 0.07% 163

Other funds holding CCI

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Richards, Merrill & Peterson's CCI Position: Q2 2026 in Review

Richards, Merrill & Peterson sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 275 shares — an estimated $22.4K sold.

Richards, Merrill & Peterson first reported a position in CCI in Q4 2024 and held it in 4 quarters. The position peaked at $147K in Q1 2025. 349 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Richards, Merrill & Peterson reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 275 Crown Castle shares in Q2 2026, an estimated $22.4K.
  • Richards, Merrill & Peterson first reported a position in Crown Castle in Q4 2024 and held it in 4 quarters.
  • Richards, Merrill & Peterson's Crown Castle position peaked at $147K in Q1 2025.
  • 349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.