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Angeles Wealth Management’s Crown Castle CCI Stock Holding History

Angeles 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 		$411K Sell
5,060
-105
-2% -$9.04K 0.02% 267
2025
Q4 		$459K Buy
5,165
+2,272
+79% +$209K 0.03% 228
2025
Q3 		$279K Sell
2,893
-28
-1% -$2.83K 0.02% 273
2025
Q2 		$300K Buy
2,921
+309
+12% +$31.3K 0.02% 259
2025
Q1 		$272K Sell
2,612
-842
-24% -$78.6K 0.02% 235
2024
Q4 		$313K Buy
3,454
+953
+38% +$99.6K 0.03% 200
2024
Q3 		$297K Buy
2,501
+324
+15% +$35.7K 0.03% 204
2024
Q2 		$213K Sell
2,177
-39
-2% -$3.84K 0.02% 221
2024
Q1 		$235K Sell
2,216
-104
-4% -$11.3K 0.02% 196
2023
Q4 		$267K Buy
+2,320
New +$238K 0.03% 157

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

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

Angeles Wealth Management reduced its Crown Castle (CCI) stake by 2% in Q1 2026, selling an estimated $9.04K and leaving 5,060 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #267.

Angeles Wealth Management first reported a position in CCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $459K in Q4 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Angeles Wealth Management held 5,060 shares of Crown Castle worth $411K as of Q1 2026.
  • Angeles Wealth Management sold 105 Crown Castle shares in Q1 2026, an estimated $9.04K.
  • Crown Castle made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #267 holding.
  • Angeles Wealth Management first reported a position in Crown Castle in Q4 2023 and has held it in 10 quarters since.
  • Angeles Wealth Management's Crown Castle position peaked at $459K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.