Comprehensive Financial Consultants Institutional, Inc. CCI CROWN CASTLE INTERNATIONAL CORPORATION NEW REIT

Ownership history in Comprehensive Financial Consultants Institutional, Inc.  ·  17 quarters on record

AI Ownership Summary

Comprehensive Financial Consultants Institutional, Inc. reported CROWN CASTLE INTERNATIONAL CORPORATION NEW REIT (CCI) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.44% in 2024 Q3. The latest visible filing shows CCI at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Consultants Institutional, Inc.'s position in CROWN CASTLE INTERNATIONAL CORPORATION NEW REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CCI was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Comprehensive Financial Consultants Institutional, Inc. held CCI — position size vs. price
% of Fund (quarterly)    CCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 12,967 +660 +5.4% 0.26% $982K 2026-07-15 $79.47
2026 Q1 ADDED 12,307 +811 +7.1% 0.30% $1.0M 2026-05-08 $89.53
2025 Q4 ADDED 11,496 +552 +5.0% 0.31% $1.0M 2026-01-29 $84.86
2025 Q3 ADDED 10,944 +1,115 +11.3% 0.33% $1.1M 2025-10-16 $94.61
2025 Q2 REDUCED 9.5% -5.3% 9,829 -1,031 -9.5% 0.33% $1.0M 2025-07-22 $105.19
2025 Q1 ADDED 10,860 +3,586 +49.3% 0.40% $1.1M 2025-05-15 $95.12
2024 Q4 REDUCED 27.7% +16.8% 7,274 -2,783 -27.7% 0.24% $660K 2025-01-24 $82.16
2024 Q3 ADDED 10,057 +610 +6.5% 0.44% $1.2M 2024-10-31 $98.22
2024 Q2 ADDED 9,447 +1,802 +23.6% 0.36% $923K 2024-07-17 $95.25
2024 Q1 ADDED 7,645 +463 +6.4% 0.34% $809K 2024-05-02 $85.60
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Comprehensive Financial Consultants Institutional, Inc. and CCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Consultants Institutional, Inc. reported owning CCI?

Comprehensive Financial Consultants Institutional, Inc. reported CCI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CCI position in Comprehensive Financial Consultants Institutional, Inc.'s portfolio?

The largest reported portfolio weight for CCI was 0.44% in 2024 Q3.

What is the latest reported CCI position on this page?

The most recent filing on this page is 2026 Q2, when Comprehensive Financial Consultants Institutional, Inc. reported 12,967 shares, equal to 0.26% of portfolio, with an estimated market value of $982K.

What does the chart on this CCI ownership page compare?

The chart compares Comprehensive Financial Consultants Institutional, Inc.'s quarterly CCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Comprehensive Financial Consultants Institutional, Inc. time their CCI position?

Based on 13F filing dates vs. subsequent CCI price moves, Comprehensive Financial Consultants Institutional, Inc. correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on CCI relative to SPY over the holding period was -27.5%.

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