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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
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

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

Aprio Wealth Management increased its Crown Castle (CCI) stake by 23% in Q2 2026, buying an estimated $98.2K and bringing the position to 5,888 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #409.

Aprio Wealth Management first reported a position in CCI in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Aprio Wealth Management held 5,888 shares of Crown Castle worth $446K as of Q2 2026.
  • Aprio Wealth Management bought 1,118 Crown Castle shares in Q2 2026, an estimated $98.2K.
  • Crown Castle made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Aprio Wealth Management first reported a position in Crown Castle in Q4 2025 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.