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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
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 $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

Swan Capital's CCI Position: Q1 2026 in Review

Swan Capital held its Crown Castle (CCI) position steady in Q1 2026 at 97 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Swan Capital first reported a position in CCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.1K in Q1 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Swan Capital held 97 shares of Crown Castle worth $7.91K as of Q1 2026.
  • Swan Capital left its Crown Castle share count unchanged in Q1 2026.
  • Crown Castle made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #222 holding.
  • Swan Capital first reported a position in Crown Castle in Q2 2024 and has held it in 8 quarters since.
  • Swan Capital's Crown Castle position peaked at $10.1K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.