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Sequoia Financial Advisors’s Crown Castle CCI Stock Holding History

Sequoia Financial 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
2025
Q3 		– Hold
0
– -$524K – 1753
2025
Q2 		– Hold
0
– – – 976

Other funds holding CCI

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sequoia Financial Advisors's CCI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Crown Castle (CCI) stake by 5.1% in Q2 2026, buying an estimated $31K and bringing the position to 7,325 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Sequoia Financial Advisors first reported a position in CCI in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.68M in Q2 2025. 332 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Sequoia Financial Advisors held 7,325 shares of Crown Castle worth $555K as of Q2 2026.
  • Sequoia Financial Advisors bought 353 Crown Castle shares in Q2 2026, an estimated $31K.
  • Crown Castle made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1279 holding.
  • Sequoia Financial Advisors first reported a position in Crown Castle in Q3 2019 and has held it in 25 quarters since.
  • Sequoia Financial Advisors's Crown Castle position peaked at $1.68M in Q2 2025.
  • 332 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.