Summit Securities Group’s Crown Castle CCI Stock Holding History

Summit Securities Group’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
2023 Q3	–	Sell	-100	Closed	-$11K	–	620
2023 Q2	$11K	Buy	+100	New	+$11.9K	﹤0.01%	760
2021 Q4	–	Sell	-50	Closed	-$867K	–	811
2021 Q3	$867K	Sell	50 -16	-24%	-$3.09K	0.07%	287
2021 Q2	$1.29M	Buy	66 +41	+164%	+$7.68K	0.11%	207
2021 Q1	$430K	Buy	+25	New	+$4K	0.05%	356
2019 Q4	–	Sell	-17	Closed	-$236K	–	440
2019 Q3	$236K	Sell	17 -5	-23%	-$692	0.02%	282
2019 Q2	$287K	Buy	+22	New	+$2.83K	0.03%	265
2019 Q1	–	Sell	-23	Closed	-$250K	–	218
2018 Q4	$250K	Buy	+23	New	+$2.53K	0.02%	264

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Securities Group's CCI Position: Q2 2026 in Review

Summit Securities Group increased its Crown Castle (CCI) stake by 42% in Q2 2026, buying an estimated $2.63K and bringing the position to 101 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Summit Securities Group first reported a position in CCI in Q2 2014 and has held it in 31 quarters since. The position peaked at $2.95M in Q4 2023. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Summit Securities Group held 101 shares of Crown Castle worth $7.65K as of Q2 2026.
Summit Securities Group bought 30 Crown Castle shares in Q2 2026, an estimated $2.63K.
Crown Castle made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #891 holding.
Summit Securities Group first reported a position in Crown Castle in Q2 2014 and has held it in 31 quarters since.
Summit Securities Group's Crown Castle position peaked at $2.95M in Q4 2023.
935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.