44 Wealth Management’s Crown Castle CCI Stock Holding History

44 Wealth Management’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	–	Sell	-8,948	Closed	-$728K	–	191
2026 Q1	$728K	Buy	8,948 +943	+12%	+$81.2K	0.25%	122
2025 Q4	$711K	Sell	8,005 -963	-11%	-$88.6K	0.24%	121
2025 Q3	$865K	Buy	8,968 +80	+0.9%	+$8.1K	0.29%	110
2025 Q2	$913K	Sell	8,888 -59	-0.7%	-$5.97K	0.32%	101
2025 Q1	$933K	Buy	8,947 +244	+3%	+$22.8K	0.35%	96
2024 Q4	$790K	Sell	8,703 -923	-10%	-$96.5K	0.3%	102
2024 Q3	$1.07M	Buy	+9,626	New	+$1.06M	0.37%	86
2021 Q1	–	Sell	-3,261	Closed	-$519K	–	159
2020 Q4	$519K	Buy	+3,261	New	+$529K	0.24%	93

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

44 Wealth Management's CCI Position: Q2 2026 in Review

44 Wealth Management sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 8,948 shares — an estimated $728K sold.

44 Wealth Management first reported a position in CCI in Q4 2020 and held it in 8 quarters. The position peaked at $1.07M in Q3 2024. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

44 Wealth Management reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
44 Wealth Management sold 8,948 Crown Castle shares in Q2 2026, an estimated $728K.
44 Wealth Management first reported a position in Crown Castle in Q4 2020 and held it in 8 quarters.
44 Wealth Management's Crown Castle position peaked at $1.07M in Q3 2024.
935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.