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Rothschild Investment LLC’s Crown Castle CCI Stock Holding History

Rothschild Investment LLC’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 		$237K Sell
3,127
-7,916
-72% -$695K 0.01% 816
2026
Q1 		$898K Sell
11,043
-69
-0.6% -$5.94K 0.05% 290
2025
Q4 		$987K Sell
11,112
-760
-6% -$69.9K 0.05% 253
2025
Q3 		$1.15M Sell
11,872
-643
-5% -$65.1K 0.06% 217
2025
Q2 		$1.29M Buy
12,515
+140
+1% +$14.2K 0.08% 195
2025
Q1 		$1.29M Buy
12,375
+180
+1% +$16.8K 0.09% 201
2024
Q4 		$1.11M Sell
12,195
-123
-1% -$12.9K 0.07% 218
2024
Q3 		$1.46M Sell
12,318
-550
-4% -$60.6K 0.1% 182
2024
Q2 		$1.26M Buy
12,868
+590
+5% +$58.1K 0.09% 198
2024
Q1 		$1.3M Buy
12,278
+10,593
+629% +$1.15M 0.09% 187
2023
Q4 		$194K Sell
1,685
-9,641
-85% -$987K 0.02% 423
2023
Q3 		$1.04M Buy
11,326
+1,114
+11% +$115K 0.09% 206
2023
Q2 		$1.16M Buy
10,212
+3,440
+51% +$409K 0.1% 195
2023
Q1 		$907K Buy
6,772
+1
+0% +$138 0.08% 228
2022
Q4 		$919K Sell
6,771
-16
-0.2% -$2.16K 0.08% 219
2022
Q3 		$981K Buy
6,787
+400
+6% +$68.5K 0.1% 203
2022
Q2 		$1.08M Buy
6,387
+159
+3% +$28.9K 0.1% 198
2022
Q1 		$1.15M Buy
6,228
+5,147
+476% +$916K 0.09% 209
2021
Q4 		$225K Buy
+1,081
New +$200K 0.02% 457
2021
Q3 		– Sell
-1,061
Closed -$207K – 490
2021
Q2 		$207K Buy
+1,061
New +$199K 0.02% 458

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Rothschild Investment LLC's CCI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Crown Castle (CCI) stake by 72% in Q2 2026, selling an estimated $695K and leaving 3,127 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #816.

Rothschild Investment LLC first reported a position in CCI in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q3 2024. 492 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Rothschild Investment LLC held 3,127 shares of Crown Castle worth $237K as of Q2 2026.
  • Rothschild Investment LLC sold 7,916 Crown Castle shares in Q2 2026, an estimated $695K.
  • Crown Castle made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #816 holding.
  • Rothschild Investment LLC first reported a position in Crown Castle in Q2 2021 and has held it in 20 quarters since.
  • Rothschild Investment LLC's Crown Castle position peaked at $1.46M in Q3 2024.
  • 492 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.