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Synergy Investment Management’s Crown Castle CCI Stock Holding History

Synergy Investment Management’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 		$1.66K Buy
+21
New +$1.84K ﹤0.01% 924

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

Synergy Investment Management's CCI Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Crown Castle (CCI) in Q2 2026: 21 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings.

929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Synergy Investment Management held 21 shares of Crown Castle worth $1.66K as of Q2 2026.
  • Crown Castle was a new Synergy Investment Management position in Q2 2026.
  • Crown Castle made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #924 holding.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.