Aprio Wealth Management
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Aprio Wealth Management’s Crown Castle CCI Stock Holding History

Aprio 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
Q3 		$243K Sell
3,651
-2,237
-38% -$168K 0.01% 574
2026
Q2 		$446K Buy
5,888
+1,118
+23% +$98.2K 0.02% 409
2026
Q1 		$388K Buy
4,770
+1,836
+63% +$158K 0.02% 425
2025
Q4 		$261K Buy
+2,934
New +$270K 0.02% 470

Other funds holding CCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Aprio Wealth Management's CCI Position: Q3 2026 in Review

Aprio Wealth Management reduced its Crown Castle (CCI) stake by 38% in Q3 2026, selling an estimated $168K and leaving 3,651 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #574.

Aprio Wealth Management first reported a position in CCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $446K in Q2 2026. 496 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Aprio Wealth Management held 3,651 shares of Crown Castle worth $243K as of Q3 2026.
  • Aprio Wealth Management sold 2,237 Crown Castle shares in Q3 2026, an estimated $168K.
  • Crown Castle made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #574 holding.
  • Aprio Wealth Management first reported a position in Crown Castle in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Crown Castle position peaked at $446K in Q2 2026.
  • 496 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.