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Whittier Trust’s Crown Castle CCI Stock Holding History

Whittier Trust’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 		$90K Hold
1,201
– – ﹤0.01% 767
2026
Q1 		$104K Sell
1,201
-691
-37% -$59.5K ﹤0.01% 702
2025
Q4 		$165K Buy
1,892
+18
+1% +$1.66K ﹤0.01% 637
2025
Q3 		$179K Sell
1,874
-172
-8% -$17.4K ﹤0.01% 608
2025
Q2 		$210K Buy
2,046
+109
+6% +$11K ﹤0.01% 651
2025
Q1 		$202K Sell
1,937
-36
-2% -$3.36K ﹤0.01% 652
2024
Q4 		$179K Sell
1,973
-205
-9% -$21.4K ﹤0.01% 678
2024
Q3 		$258K Buy
2,178
+303
+16% +$33.4K ﹤0.01% 631
2024
Q2 		$183K Sell
1,875
-393
-17% -$38.7K ﹤0.01% 662
2024
Q1 		$240K Buy
2,268
+132
+6% +$14.4K ﹤0.01% 614
2023
Q4 		$246K Sell
2,136
-458
-18% -$46.9K ﹤0.01% 604
2023
Q3 		$239K Sell
2,594
-457
-15% -$47.3K ﹤0.01% 593
2023
Q2 		$348K Sell
3,051
-344
-10% -$40.9K 0.01% 527
2023
Q1 		$454K Buy
3,395
+319
+10% +$44.1K 0.01% 475
2022
Q4 		$417K Buy
3,076
+189
+7% +$25.6K 0.01% 497
2022
Q3 		$417K Sell
2,887
-44
-2% -$7.53K 0.01% 485
2022
Q2 		$494K Buy
2,931
+47
+2% +$8.55K 0.01% 461
2022
Q1 		$532K Buy
2,884
+75
+3% +$13.3K 0.01% 482
2021
Q4 		$586K Buy
2,809
+482
+21% +$89K 0.01% 452
2021
Q3 		$403K Buy
2,327
+413
+22% +$79.8K 0.01% 497
2021
Q2 		$373K Hold
1,914
– – 0.01% 527
2021
Q1 		$329K Sell
1,914
-164
-8% -$26.3K 0.01% 546
2020
Q4 		$331K Buy
2,078
+717
+53% +$116K 0.01% 501
2020
Q3 		$227K Buy
1,361
+193
+17% +$31.8K 0.01% 545
2020
Q2 		$195K Sell
1,168
-604
-34% -$97.3K 0.01% 555
2020
Q1 		$256K Buy
1,772
+152
+9% +$22.7K 0.01% 472
2019
Q4 		$230K Buy
1,620
+81
+5% +$11.1K 0.01% 539
2019
Q3 		$214K Buy
1,539
+116
+8% +$16K 0.01% 541
2019
Q2 		$185K Buy
1,423
+604
+74% +$77.7K 0.01% 546
2019
Q1 		$105K Sell
819
-810
-50% -$95K ﹤0.01% 646
2018
Q4 		$177K Buy
1,629
+750
+85% +$82.4K 0.01% 527
2018
Q3 		$98K Buy
879
+104
+13% +$11.6K ﹤0.01% 645
2018
Q2 		$84K Hold
775
– – ﹤0.01% 650
2018
Q1 		$85K Hold
775
– – ﹤0.01% 668
2017
Q4 		$86K Sell
775
-34
-4% -$3.67K ﹤0.01% 648
2017
Q3 		$81K Buy
809
+34
+4% +$3.48K ﹤0.01% 643
2017
Q2 		$78K Hold
775
– – ﹤0.01% 617
2017
Q1 		$73K Hold
775
– – ﹤0.01% 638
2016
Q4 		$67K Hold
775
– – ﹤0.01% 659
2016
Q3 		$73K Hold
775
– – ﹤0.01% 633
2016
Q2 		$79K Hold
775
– – ﹤0.01% 635
2016
Q1 		$67K Hold
775
– – ﹤0.01% 663
2015
Q4 		$67K Hold
775
– – ﹤0.01% 668
2015
Q3 		$61K Hold
775
– – ﹤0.01% 677
2015
Q2 		$62K Hold
775
– – ﹤0.01% 709
2015
Q1 		$64K Hold
775
– – ﹤0.01% 677
2014
Q4 		$61K Hold
775
– – ﹤0.01% 624
2014
Q3 		$62K Hold
775
– – ﹤0.01% 625
2014
Q2 		$58K Hold
775
– – ﹤0.01% 633
2014
Q1 		$57K Hold
775
– – ﹤0.01% 639
2013
Q4 		$57K Hold
775
– – ﹤0.01% 639
2013
Q3 		$57K Hold
775
– – ﹤0.01% 641
2013
Q2 		$56K Buy
+775
New +$56.9K ﹤0.01% 635

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Whittier Trust's CCI Position: Q2 2026 in Review

Whittier Trust held its Crown Castle (CCI) position steady in Q2 2026 at 1,201 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Whittier Trust first reported a position in CCI in Q2 2013 and has held it in 53 quarters since. The position peaked at $586K in Q4 2021. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Whittier Trust held 1,201 shares of Crown Castle worth $90K as of Q2 2026.
  • Whittier Trust left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #767 holding.
  • Whittier Trust first reported a position in Crown Castle in Q2 2013 and has held it in 53 quarters since.
  • Whittier Trust's Crown Castle position peaked at $586K in Q4 2021.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.