Arete Wealth Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-6,673
| Closed | -$593K | – | 380 |
|
|
2025
Q4 | $593K | Buy |
6,673
+1,481
| +29% | +$136K | 0.04% | 388 |
|
|
2025
Q3 | $501K | Buy |
5,192
+60
| +1% | +$6.07K | 0.03% | 442 |
|
|
2025
Q2 | $527K | Buy |
5,132
+188
| +4% | +$19K | 0.04% | 394 |
|
|
2025
Q1 | $515K | Sell |
4,944
-320
| -6% | -$29.9K | 0.04% | 380 |
|
|
2024
Q4 | $477K | Buy |
5,264
+385
| +8% | +$40.3K | 0.03% | 423 |
|
|
2024
Q3 | $576K | Sell |
4,879
-267
| -5% | -$29.4K | 0.05% | 335 |
|
|
2024
Q2 | $502K | Buy |
+5,146
| New | +$507K | 0.04% | 387 |
|
|
2024
Q1 | – | Sell |
-5,219
| Closed | -$601K | – | 434 |
|
|
2023
Q4 | $601K | Sell |
5,219
-658
| -11% | -$67.4K | 0.05% | 359 |
|
|
2023
Q3 | $541K | Sell |
5,877
-4,222
| -42% | -$437K | 0.09% | 225 |
|
|
2023
Q2 | $1.15M | Sell |
10,099
-4,787
| -32% | -$570K | 0.1% | 193 |
|
|
2023
Q1 | $1.99M | Buy |
14,886
+91
| +0.6% | +$12.6K | 0.16% | 122 |
|
|
2022
Q4 | $2.01B | Buy |
14,795
+12,175
| +465% | +$1.65M | 0.18% | 114 |
|
|
2022
Q3 | $379K | Sell |
2,620
-417
| -14% | -$71.4K | 0.04% | 354 |
|
|
2022
Q2 | $511K | Sell |
3,037
-3,883
| -56% | -$706K | 0.05% | 242 |
|
|
2022
Q1 | $1.28M | Sell |
6,920
-22
| -0.3% | -$3.92K | 0.11% | 153 |
|
|
2021
Q4 | $1.44M | Buy |
+6,942
| New | +$1.28M | 0.12% | 147 |
|
|
2021
Q3 | – | Sell |
-6,251
| Closed | -$1.22M | – | 418 |
|
|
2021
Q2 | $1.22M | Sell |
6,251
-1,364
| -18% | -$255K | 0.17% | 116 |
|
|
2021
Q1 | $1.31M | Buy |
7,615
+132
| +2% | +$21.1K | 0.17% | 133 |
|
|
2020
Q4 | $1.19M | Sell |
7,483
-624
| -8% | -$101K | 0.17% | 125 |
|
|
2020
Q3 | $1.37M | Buy |
8,107
+32
| +0.4% | +$5.28K | 0.21% | 115 |
|
|
2020
Q2 | $1.35M | Sell |
8,075
-668
| -8% | -$108K | 0.23% | 109 |
|
|
2020
Q1 | $1.26M | Buy |
8,743
+4,509
| +106% | +$672K | 0.25% | 95 |
|
|
2019
Q4 | $602K | Buy |
4,234
+430
| +11% | +$58.7K | 0.1% | 210 |
|
|
2019
Q3 | $529K | Buy |
3,804
+501
| +15% | +$69.3K | 0.1% | 209 |
|
|
2019
Q2 | $431K | Buy |
3,303
+141
| +4% | +$18.1K | 0.08% | 243 |
|
|
2019
Q1 | $405K | Sell |
3,162
-66
| -2% | -$7.74K | 0.08% | 241 |
|
|
2018
Q4 | $351K | Buy |
3,228
+128
| +4% | +$14.1K | 0.09% | 242 |
|
|
2018
Q3 | $345K | Sell |
3,100
-415
| -12% | -$46.2K | 0.08% | 243 |
|
|
2018
Q2 | $379K | Buy |
3,515
+718
| +26% | +$74.6K | 0.09% | 233 |
|
|
2018
Q1 | $307K | Hold |
2,797
| – | – | 0.1% | 234 |
|
|
2017
Q4 | $310K | Buy |
+2,797
| New | +$302K | 0.1% | 228 |
|
Other funds holding CCI
VPM
VCM
Arete Wealth Advisors's CCI Position: Q1 2026 in Review
Arete Wealth Advisors sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 6,673 shares — an estimated $593K sold.
Arete Wealth Advisors first reported a position in CCI in Q4 2017 and held it in 31 quarters. The position peaked at $2.01B in Q4 2022. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.
- Arete Wealth Advisors reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
- Arete Wealth Advisors sold 6,673 Crown Castle shares in Q1 2026, an estimated $593K.
- Arete Wealth Advisors first reported a position in Crown Castle in Q4 2017 and held it in 31 quarters.
- Arete Wealth Advisors's Crown Castle position peaked at $2.01B in Q4 2022.
- 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.