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Abundance Wealth Counselors’s Crown Castle CCI Stock Holding History

Abundance Wealth Counselors’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
Q1 		$995K Sell
12,239
-818
-6% -$70.4K 0.14% 106
2025
Q4 		$1.16M Buy
13,057
+382
+3% +$35.1K 0.2% 80
2025
Q3 		$1.22M Buy
12,675
+521
+4% +$52.7K 0.21% 81
2025
Q2 		$1.25M Buy
12,154
+518
+4% +$52.4K 0.23% 77
2025
Q1 		$1.21M Buy
11,636
+3,408
+41% +$318K 0.25% 70
2024
Q4 		$747K Sell
8,228
-1,809
-18% -$189K 0.16% 98
2024
Q3 		$1.19M Buy
10,037
+577
+6% +$63.6K 0.25% 71
2024
Q2 		$924K Buy
9,460
+1,741
+23% +$171K 0.43% 44
2024
Q1 		$817K Buy
7,719
+1,623
+27% +$177K 0.19% 84
2023
Q4 		$702K Buy
6,096
+353
+6% +$36.2K 0.18% 88
2023
Q3 		$529K Buy
5,743
+557
+11% +$57.7K 0.15% 92
2023
Q2 		$591K Buy
5,186
+125
+2% +$14.9K 0.31% 38
2023
Q1 		$677K Buy
+5,061
New +$700K 0.17% 86
2021
Q2 		– Sell
-390
Closed -$67K – 146
2021
Q1 		$67K Buy
+390
New +$62.5K 0.02% 152

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Abundance Wealth Counselors's CCI Position: Q1 2026 in Review

Abundance Wealth Counselors reduced its Crown Castle (CCI) stake by 6.3% in Q1 2026, selling an estimated $70.4K and leaving 12,239 shares worth $995K. The position accounts for 0.14% of the portfolio, ranked #106.

Abundance Wealth Counselors first reported a position in CCI in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.25M in Q2 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Abundance Wealth Counselors held 12,239 shares of Crown Castle worth $995K as of Q1 2026.
  • Abundance Wealth Counselors sold 818 Crown Castle shares in Q1 2026, an estimated $70.4K.
  • Crown Castle made up 0.14% of Abundance Wealth Counselors's portfolio in Q1 2026, its #106 holding.
  • Abundance Wealth Counselors first reported a position in Crown Castle in Q1 2021 and has held it in 14 quarters since.
  • Abundance Wealth Counselors's Crown Castle position peaked at $1.25M in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.