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 elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπReal Estate33AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| WELL | Welltower Inc. | 36 | +9% | β8% | EARLY |
| CCI | Crown Castle Inc. | 36 | +1% | β8% | NEUTRAL |
| AMT | American Tower Corporation | 36 | +5% | β8% | EARLY |
| O | Realty Income Corporation | 36 | +2% | β8% | NEUTRAL |
| SPG | Simon Property Group, Inc. | 29 | +2% | β8% | NEUTRAL |
| EQIX | Equinix, Inc. | 26 | +17% | β8% | EARLY |
| BDVDY | Barratt Developments PLC | 26 | +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 |
|---|---|---|---|---|---|
| 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 2, 24 | -10.5% |
| John JamesMI | R | Buy | $1kβ$15k | May 16, 24 | -10.5% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 21, 24 | +3.3% |
| Sheldon Whitehouse | Buy | $1kβ$15k | May 10, 24 | +0.3% |