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Swan Capital’s Crown Castle CCI Stock Holding History

Swan Capital’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 		$7.37K Hold
97
– – ﹤0.01% 228
2026
Q1 		$7.91K Hold
97
– – ﹤0.01% 222
2025
Q4 		$8.64K Hold
97
– – ﹤0.01% 185
2025
Q3 		$9.38K Hold
97
– – ﹤0.01% 168
2025
Q2 		$9.99K Hold
97
– – ﹤0.01% 162
2025
Q1 		$10.1K Hold
97
– – ﹤0.01% 144
2024
Q4 		$8.83K Buy
97
+25
+35% +$2.61K ﹤0.01% 139
2024
Q3 		$8.57K Hold
72
– – ﹤0.01% 146
2024
Q2 		$7.06K Buy
+72
New +$7.09K ﹤0.01% 141

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

Swan Capital's CCI Position: Q2 2026 in Review

Swan Capital held its Crown Castle (CCI) position steady in Q2 2026 at 97 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Swan Capital first reported a position in CCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.1K in Q1 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Swan Capital held 97 shares of Crown Castle worth $7.37K as of Q2 2026.
  • Swan Capital left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #228 holding.
  • Swan Capital first reported a position in Crown Castle in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Crown Castle position peaked at $10.1K in Q1 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.