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Atomi Financial Group’s Crown Castle CCI Stock Holding History

Atomi Financial Group’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 		– Sell
-3,234
Closed -$287K – 1232
2025
Q4 		$287K Sell
3,234
-639
-16% -$58.8K 0.01% 959
2025
Q3 		$374K Buy
3,873
+236
+6% +$23.9K 0.01% 773
2025
Q2 		$374K Buy
3,637
+834
+30% +$84.4K 0.01% 706
2025
Q1 		$292K Buy
2,803
+506
+22% +$47.2K 0.01% 780
2024
Q4 		$208K Sell
2,297
-518
-18% -$54.2K 0.01% 903
2024
Q3 		$334K Buy
+2,815
New +$310K 0.02% 620

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

Atomi Financial Group's CCI Position: Q1 2026 in Review

Atomi Financial Group sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 3,234 shares — an estimated $287K sold.

Atomi Financial Group first reported a position in CCI in Q3 2024 and held it in 6 quarters. The position peaked at $374K in Q3 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Atomi Financial Group reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 3,234 Crown Castle shares in Q1 2026, an estimated $287K.
  • Atomi Financial Group first reported a position in Crown Castle in Q3 2024 and held it in 6 quarters.
  • Atomi Financial Group's Crown Castle position peaked at $374K in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.