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Sunbelt Securities’s Crown Castle CCI Stock Holding History

Sunbelt Securities’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 		$76.1K Sell
936
-7
-0.7% -$603 ﹤0.01% 918
2025
Q4 		$83.8K Sell
943
-58
-6% -$5.33K 0.01% 867
2025
Q3 		$96.6K Sell
1,001
-4,769
-83% -$483K 0.01% 833
2025
Q2 		$524K Buy
5,770
+4,869
+540% +$493K 0.05% 340
2025
Q1 		$93.9K Sell
901
-4,869
-84% -$455K 0.01% 749
2024
Q4 		$518K Buy
5,770
+3,000
+108% +$314K 0.05% 343
2024
Q3 		$329K Sell
2,770
-598
-18% -$65.9K 0.03% 457
2024
Q2 		$329K Buy
3,368
+1,087
+48% +$107K 0.03% 429
2024
Q1 		$241K Sell
2,281
-2,942
-56% -$320K 0.03% 488
2023
Q4 		$602K Sell
5,223
-131
-2% -$13.4K 0.08% 267
2023
Q3 		$493K Buy
5,354
+106
+2% +$11K 0.07% 291
2023
Q2 		$598K Sell
5,248
-165
-3% -$19.6K 0.09% 250
2023
Q1 		$717K Sell
5,413
-235
-4% -$32.5K 0.12% 195
2022
Q4 		$766K Sell
5,648
-363
-6% -$49.1K 0.15% 166
2022
Q3 		$869K Buy
6,011
+187
+3% +$32K 0.18% 143
2022
Q2 		$981K Sell
5,824
-18
-0.3% -$3.27K 0.21% 124
2022
Q1 		$1.08M Sell
5,842
-506
-8% -$90.1K 0.2% 129
2021
Q4 		$1.13M Sell
6,348
-1,503
-19% -$278K 0.18% 133
2021
Q3 		$1.59M Hold
7,851
– – 0.29% 91
2021
Q2 		$1.59M Sell
7,851
-114
-1% -$21.3K 0.29% 91
2021
Q1 		$1.37M Sell
7,965
-704
-8% -$113K 0.27% 95
2020
Q4 		$1.38M Buy
8,669
+5,663
+188% +$919K 0.29% 85
2020
Q3 		$501K Buy
3,006
+1,102
+58% +$182K 0.14% 191
2020
Q2 		$319K Sell
1,904
-512
-21% -$82.5K 0.11% 218
2020
Q1 		$349K Sell
2,416
-1,225
-34% -$183K 0.02% 286
2019
Q4 		$518K Buy
3,641
+17
+0.5% +$2.32K 0.05% 310
2019
Q3 		$504K Buy
3,624
+1,652
+84% +$228K 0.06% 295
2019
Q2 		$257K Buy
1,972
+88
+5% +$11.3K 0.11% 227
2019
Q1 		$241K Buy
+1,884
New +$221K 0.12% 202

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

Sunbelt Securities's CCI Position: Q1 2026 in Review

Sunbelt Securities reduced its Crown Castle (CCI) stake by 0.74% in Q1 2026, selling an estimated $603 and leaving 936 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Sunbelt Securities first reported a position in CCI in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.59M in Q3 2021. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Sunbelt Securities held 936 shares of Crown Castle worth $76.1K as of Q1 2026.
  • Sunbelt Securities sold 7 Crown Castle shares in Q1 2026, an estimated $603.
  • Crown Castle made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #918 holding.
  • Sunbelt Securities first reported a position in Crown Castle in Q1 2019 and has held it in 29 quarters since.
  • Sunbelt Securities's Crown Castle position peaked at $1.59M in Q3 2021.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.