AWM
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AE Wealth Management’s Crown Castle CCI Stock Holding History

AE 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
Q1 		$729K Buy
8,969
+702
+8% +$60.4K ﹤0.01% 940
2025
Q4 		$735K Buy
8,267
+872
+12% +$80.2K ﹤0.01% 901
2025
Q3 		$714K Buy
7,395
+202
+3% +$20.4K ﹤0.01% 842
2025
Q2 		$739K Buy
7,193
+406
+6% +$41.1K 0.01% 800
2025
Q1 		$707K Buy
6,787
+931
+16% +$86.9K 0.01% 816
2024
Q4 		$531K Buy
5,856
+406
+7% +$42.4K ﹤0.01% 890
2024
Q3 		$646K Buy
5,450
+175
+3% +$19.3K 0.01% 813
2024
Q2 		$515K Sell
5,275
-932
-15% -$91.8K 0.01% 881
2024
Q1 		$657K Sell
6,207
-44,180
-88% -$4.81M 0.01% 758
2023
Q4 		$5.47M Buy
50,387
+8,242
+20% +$844K 0.03% 564
2023
Q3 		$3.88M Buy
42,145
+4,255
+11% +$441K 0.02% 614
2023
Q2 		$4.32M Buy
37,890
+15,002
+66% +$1.79M 0.03% 586
2023
Q1 		$3.06M Sell
22,888
-8,375
-27% -$1.16M 0.02% 656
2022
Q4 		$4.24M Sell
31,263
-401
-1% -$54.2K 0.03% 517
2022
Q3 		$4.58M Sell
31,664
-45,833
-59% -$7.84M 0.04% 447
2022
Q2 		$13M Buy
77,497
+23,237
+43% +$4.23M 0.1% 214
2022
Q1 		$10M Buy
54,260
+7,710
+17% +$1.37M 0.07% 283
2021
Q4 		$9.72M Buy
46,550
+20,707
+80% +$3.82M 0.07% 266
2021
Q3 		$4.48M Sell
25,843
-7,288
-22% -$1.41M 0.04% 411
2021
Q2 		$6.46M Sell
33,131
-291
-0.9% -$54.5K 0.06% 308
2021
Q1 		$5.75M Buy
33,422
+4,141
+14% +$663K 0.06% 291
2020
Q4 		$4.66M Sell
29,281
-1,879
-6% -$305K 0.05% 286
2020
Q3 		$5.19M Buy
31,160
+1,686
+6% +$278K 0.07% 226
2020
Q2 		$4.93M Buy
29,474
+3,258
+12% +$525K 0.08% 222
2020
Q1 		$3.79M Buy
26,216
+2,229
+9% +$332K 0.09% 210
2019
Q4 		$3.41M Buy
23,987
+559
+2% +$76.3K 0.07% 238
2019
Q3 		$3.26M Sell
23,428
-8,550
-27% -$1.18M 0.09% 195
2019
Q2 		$4.17M Buy
31,978
+13,931
+77% +$1.79M 0.13% 143
2019
Q1 		$2.31M Buy
18,047
+1,862
+12% +$218K 0.16% 126
2018
Q4 		$1.76M Sell
16,185
-8,212
-34% -$902K 0.3% 85
2018
Q3 		$2.72M Buy
24,397
+15,492
+174% +$1.73M 0.15% 110
2018
Q2 		$960K Buy
8,905
+1,123
+14% +$117K 0.07% 170
2018
Q1 		$853K Sell
7,782
-797
-9% -$86.5K 0.07% 193
2017
Q4 		$952K Buy
8,579
+20
+0.2% +$2.16K 0.08% 174
2017
Q3 		$856K Sell
8,559
-1,685
-16% -$172K 0.08% 173
2017
Q2 		$1.03M Buy
10,244
+705
+7% +$69.3K 0.12% 144
2017
Q1 		$901K Buy
9,539
+3,277
+52% +$293K 0.17% 123
2016
Q4 		$543K Buy
+6,262
New +$548K 0.22% 110

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

AE Wealth Management's CCI Position: Q1 2026 in Review

AE Wealth Management increased its Crown Castle (CCI) stake by 8.5% in Q1 2026, buying an estimated $60.4K and bringing the position to 8,969 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

AE Wealth Management first reported a position in CCI in Q4 2016 and has held it in 38 quarters since. The position peaked at $13M in Q2 2022. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • AE Wealth Management held 8,969 shares of Crown Castle worth $729K as of Q1 2026.
  • AE Wealth Management bought 702 Crown Castle shares in Q1 2026, an estimated $60.4K.
  • Crown Castle made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #940 holding.
  • AE Wealth Management first reported a position in Crown Castle in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Crown Castle position peaked at $13M in Q2 2022.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.