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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
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 $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

Waterloo Capital's CCI Position: Q1 2026 in Review

Waterloo Capital increased its Crown Castle (CCI) stake by 0.83% in Q1 2026, buying an estimated $15.1K and bringing the position to 21,140 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #157.

Waterloo Capital first reported a position in CCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.86M in Q4 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Waterloo Capital held 21,140 shares of Crown Castle worth $1.72M as of Q1 2026.
  • Waterloo Capital bought 175 Crown Castle shares in Q1 2026, an estimated $15.1K.
  • Crown Castle made up 0.12% of Waterloo Capital's portfolio in Q1 2026, its #157 holding.
  • Waterloo Capital first reported a position in Crown Castle in Q4 2025 and has held it in 2 quarters since.
  • Waterloo Capital's Crown Castle position peaked at $1.86M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.