Summit Securities Group
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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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Summit Securities Group's CCI Position: Q3 2026 in Review

Summit Securities Group sold out of Crown Castle (CCI) in Q3 2026, closing a stake of 101 shares — an estimated $7.65K sold.

Summit Securities Group first reported a position in CCI in Q2 2014 and held it in 31 quarters. The position peaked at $2.95M in Q4 2023. 488 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Summit Securities Group reported no remaining Crown Castle position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 101 Crown Castle shares in Q3 2026, an estimated $7.65K.
  • Summit Securities Group first reported a position in Crown Castle in Q2 2014 and held it in 31 quarters.
  • Summit Securities Group's Crown Castle position peaked at $2.95M in Q4 2023.
  • 488 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.