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Summit Trail Advisors’s Crown Castle CCI Stock Holding History

Summit Trail 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
2026
Q1 		$2.11M Buy
25,968
+11,647
+81% +$1M 0.03% 484
2025
Q4 		$1.27M Sell
14,321
-3,158
-18% -$290K 0.02% 675
2025
Q3 		$1.69M Buy
+17,479
New +$1.77M 0.02% 536
2025
Q2 		– Sell
-3,641
Closed -$379K – 1123
2025
Q1 		$379K Sell
3,641
-1,719
-32% -$161K 0.01% 284
2024
Q4 		$486K Sell
5,360
-325
-6% -$34K 0.02% 222
2024
Q3 		$674K Buy
5,685
+769
+16% +$84.7K 0.02% 335
2024
Q2 		$480K Buy
4,916
+704
+17% +$69.3K 0.01% 380
2024
Q1 		$446K Buy
4,212
+205
+5% +$22.3K 0.01% 360
2023
Q4 		$462K Buy
4,007
+595
+17% +$60.9K 0.02% 297
2023
Q3 		$314K Buy
3,412
+1,346
+65% +$139K 0.01% 364
2023
Q2 		$235K Buy
+2,066
New +$246K 0.01% 434
2020
Q4 		– Sell
-1,469
Closed -$245K – 205
2020
Q3 		$245K Buy
+1,469
New +$242K 0.05% 179
2018
Q4 		– Sell
-1,566
Closed -$174K – 137
2018
Q3 		$174K Buy
1,566
+631
+67% +$70.3K 0.04% 194
2018
Q2 		$101K Sell
935
-5,028
-84% -$522K 0.04% 213
2018
Q1 		$310K Buy
5,963
+557
+10% +$60.5K 0.05% 273
2017
Q4 		$596K Buy
+5,406
New +$583K 0.08% 203

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Trail Advisors's CCI Position: Q1 2026 in Review

Summit Trail Advisors increased its Crown Castle (CCI) stake by 81% in Q1 2026, buying an estimated $1M and bringing the position to 25,968 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #484.

Summit Trail Advisors first reported a position in CCI in Q4 2017 and has held it in 16 quarters since. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Summit Trail Advisors held 25,968 shares of Crown Castle worth $2.11M as of Q1 2026.
  • Summit Trail Advisors bought 11,647 Crown Castle shares in Q1 2026, an estimated $1M.
  • Crown Castle made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #484 holding.
  • Summit Trail Advisors first reported a position in Crown Castle in Q4 2017 and has held it in 16 quarters since.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.