Crown Castle is mid-strategic-review with fiber and small cell businesses potentially up for sale to refocus on macro towers. Activist pressure (Elliott) resulted in board changes. Dividend cut likely if fiber divestiture proceeds. Near-term overhang from review uncertainty.
Thesis reviewed May 29, 2026
Crown Castle Inc. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States59NEUTRALView United States risk detail βπReal Estate22AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| O | Realty Income Corporation | 28 | +2% | β8% | NEUTRAL |
| CCI | Crown Castle Inc. | 28 | +1% | β8% | NEUTRAL |
| WELL | Welltower Inc. | 28 | +9% | β8% | EARLY |
| AMT | American Tower Corporation | 28 | +5% | β8% | EARLY |
| DLR | Digital Realty Trust, Inc. | 21 | +13% | β8% | EARLY |
| PLD | Prologis, Inc. | 21 | +7% | β8% | EARLY |
| BDVDY | Barratt Developments PLC | 18 | +14% | β8% | EARLY |
Investors who hold CCI may also have indirect exposure through these country funds.
Crown Castle strategic review continues; fiber sale process active
Q1 2026 site rental revenues flat YoY
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Robert J. WittmanVA | Buy | $1kβ$15k | Jun 30, 26 | ||
| Sheldon Whitehouse | Sell | $1kβ$15k | Jun 25, 26 | ||
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Mar 24, 26 | +7.0% |
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Dec 19, 25 | +9.0% |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | -13.6% |
| John JamesMI | R | Buy | $1kβ$15k | May 16, 24 | -10.5% |
| John JamesMI | R | Buy | $1kβ$15k | May 2, 24 | -10.5% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 21, 24 | +3.3% |
| Sheldon Whitehouse | Buy | $1kβ$15k | May 10, 24 | +0.3% |