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 $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Securities Group's CCI Position: Q1 2026 in Review

Summit Securities Group reduced its Crown Castle (CCI) stake by 92% in Q1 2026, selling an estimated $66.8K and leaving 71 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Summit Securities Group first reported a position in CCI in Q2 2014 and has held it in 30 quarters since. The position peaked at $2.95M in Q4 2023. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Summit Securities Group held 71 shares of Crown Castle worth $5.77K as of Q1 2026.
Summit Securities Group sold 776 Crown Castle shares in Q1 2026, an estimated $66.8K.
Crown Castle made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #774 holding.
Summit Securities Group first reported a position in Crown Castle in Q2 2014 and has held it in 30 quarters since.
Summit Securities Group's Crown Castle position peaked at $2.95M in Q4 2023.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.