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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
Q2 		$1.61M Sell
21,206
-4,762
-18% -$418K 0.02% 751
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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Trail Advisors's CCI Position: Q2 2026 in Review

Summit Trail Advisors reduced its Crown Castle (CCI) stake by 18% in Q2 2026, selling an estimated $418K and leaving 21,206 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #751.

Summit Trail Advisors first reported a position in CCI in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.11M in Q1 2026. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Summit Trail Advisors held 21,206 shares of Crown Castle worth $1.61M as of Q2 2026.
  • Summit Trail Advisors sold 4,762 Crown Castle shares in Q2 2026, an estimated $418K.
  • Crown Castle made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #751 holding.
  • Summit Trail Advisors first reported a position in Crown Castle in Q4 2017 and has held it in 17 quarters since.
  • Summit Trail Advisors's Crown Castle position peaked at $2.11M in Q1 2026.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.