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Waverly Advisors’s Crown Castle CCI Stock Holding History

Waverly Advisors’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 		$7.45M Buy
98,342
+4,707
+5% +$413K 0.04% 346
2026
Q1 		$7.61M Buy
93,635
+7,848
+9% +$676K 0.06% 314
2025
Q4 		$7.62M Buy
85,787
+77,972
+998% +$7.17M 0.06% 291
2025
Q3 		$754K Buy
7,815
+833
+12% +$84.3K 0.01% 716
2025
Q2 		$717K Sell
6,982
-72
-1% -$7.29K 0.01% 701
2025
Q1 		$735K Buy
7,054
+395
+6% +$36.9K 0.01% 676
2024
Q4 		$604K Sell
6,659
-1,019
-13% -$107K 0.01% 640
2024
Q3 		$911K Buy
7,678
+80
+1% +$8.81K 0.02% 460
2024
Q2 		$742K Buy
+7,598
New +$748K 0.01% 488
2018
Q4 		– Sell
-1,892
Closed -$211K – 133
2018
Q3 		$211K Hold
1,892
– – 0.03% 174
2018
Q2 		$204K Hold
1,892
– – 0.03% 176
2018
Q1 		$207K Sell
1,892
-2,712
-59% -$294K 0.03% 167
2017
Q4 		$511K Buy
4,604
+96
+2% +$10.4K 0.07% 146
2017
Q3 		$451K Sell
4,508
-46
-1% -$4.7K 0.1% 140
2017
Q2 		$456K Buy
4,554
+506
+13% +$49.7K 0.11% 140
2017
Q1 		$382K Buy
+4,048
New +$362K 0.1% 152
2014
Q4 		– Sell
-100
Closed -$8K – 464
2014
Q3 		$8K Hold
100
– – ﹤0.01% 526
2014
Q2 		$7K Hold
100
– – ﹤0.01% 513
2014
Q1 		$7K Sell
100
-56
-36% -$4.11K ﹤0.01% 487
2013
Q4 		$11K Buy
+156
New +$11.5K ﹤0.01% 536

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

Waverly Advisors's CCI Position: Q2 2026 in Review

Waverly Advisors increased its Crown Castle (CCI) stake by 5% in Q2 2026, buying an estimated $413K and bringing the position to 98,342 shares worth $7.45M. The position accounts for 0.04% of the portfolio, ranked #346.

Waverly Advisors first reported a position in CCI in Q4 2013 and has held it in 20 quarters since. The position peaked at $7.62M in Q4 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Waverly Advisors held 98,342 shares of Crown Castle worth $7.45M as of Q2 2026.
  • Waverly Advisors bought 4,707 Crown Castle shares in Q2 2026, an estimated $413K.
  • Crown Castle made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #346 holding.
  • Waverly Advisors first reported a position in Crown Castle in Q4 2013 and has held it in 20 quarters since.
  • Waverly Advisors's Crown Castle position peaked at $7.62M in Q4 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.