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Waterloo Capital’s Crown Castle CCI Stock Holding History

Waterloo 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 		$2.16M Buy
28,530
+7,390
+35% +$649K 0.12% 163
2026
Q1 		$1.72M Buy
21,140
+175
+0.8% +$15.1K 0.12% 157
2025
Q4 		$1.86M Buy
+20,965
New +$1.93M 0.13% 151

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

Waterloo Capital's CCI Position: Q2 2026 in Review

Waterloo Capital increased its Crown Castle (CCI) stake by 35% in Q2 2026, buying an estimated $649K and bringing the position to 28,530 shares worth $2.16M. The position accounts for 0.12% of the portfolio, ranked #163.

Waterloo Capital first reported a position in CCI in Q4 2025 and has held it in 3 quarters since. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Waterloo Capital held 28,530 shares of Crown Castle worth $2.16M as of Q2 2026.
  • Waterloo Capital bought 7,390 Crown Castle shares in Q2 2026, an estimated $649K.
  • Crown Castle made up 0.12% of Waterloo Capital's portfolio in Q2 2026, its #163 holding.
  • Waterloo Capital first reported a position in Crown Castle in Q4 2025 and has held it in 3 quarters since.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.