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Bartlett & Co Wealth Management’s Crown Castle CCI Stock Holding History

Bartlett & Co 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 		$7.12K Sell
94
-35
-27% -$3.07K ﹤0.01% 1042
2026
Q1 		$11.6K Buy
129
+31
+32% +$2.67K ﹤0.01% 907
2025
Q4 		$8.71K Buy
98
+92
+1,533% +$8.46K ﹤0.01% 943
2025
Q3 		$579 Sell
6
-46
-88% -$4.66K ﹤0.01% 1135
2025
Q2 		$5.34K Hold
52
– – ﹤0.01% 991
2025
Q1 		$5.42K Sell
52
-98
-65% -$9.15K ﹤0.01% 982
2024
Q4 		$13.6K Buy
150
+48
+47% +$5.02K ﹤0.01% 871
2024
Q3 		$12.1K Hold
102
– – ﹤0.01% 894
2024
Q2 		$9.96K Hold
102
– – ﹤0.01% 918
2024
Q1 		$10.8K Buy
102
+15
+17% +$1.63K ﹤0.01% 902
2023
Q4 		$10.2K Sell
87
-48
-36% -$4.92K ﹤0.01% 996
2023
Q3 		$12.4K Sell
135
-63
-32% -$6.53K ﹤0.01% 900
2023
Q2 		$22.6K Sell
198
-115
-37% -$13.7K ﹤0.01% 802
2023
Q1 		$41.9K Sell
313
-82
-21% -$11.3K ﹤0.01% 595
2022
Q4 		$53.6K Sell
395
-58
-13% -$7.84K ﹤0.01% 567
2022
Q3 		$65.5K Hold
453
– – ﹤0.01% 525
2022
Q2 		$76.3K Buy
453
+94
+26% +$17.1K ﹤0.01% 507
2022
Q1 		$66.3K Buy
+359
New +$63.9K ﹤0.01% 541
2021
Q4 		– Sell
-784
Closed -$136K – 477
2021
Q3 		$136K Buy
784
+527
+205% +$102K ﹤0.01% 374
2021
Q2 		$50.1K Hold
257
– – ﹤0.01% 510
2021
Q1 		$44.2K Sell
257
-7
-3% -$1.12K ﹤0.01% 559
2020
Q4 		$42K Buy
264
+99
+60% +$16.1K ﹤0.01% 548
2020
Q3 		$27.5K Sell
165
-55
-25% -$9.08K ﹤0.01% 581
2020
Q2 		$36.8K Buy
220
+55
+33% +$8.86K ﹤0.01% 539
2020
Q1 		$23.8K Buy
165
+115
+230% +$17.1K ﹤0.01% 561
2019
Q4 		$7.11K Hold
50
– – ﹤0.01% 749
2019
Q3 		$6.95K Buy
+50
New +$6.92K ﹤0.01% 759
2018
Q3 		– Sell
-885
Closed -$95.4K – 710
2018
Q2 		$95.4K Buy
+885
New +$91.9K ﹤0.01% 331

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bartlett & Co Wealth Management's CCI Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Crown Castle (CCI) stake by 27% in Q2 2026, selling an estimated $3.07K and leaving 94 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Bartlett & Co Wealth Management first reported a position in CCI in Q2 2018 and has held it in 28 quarters since. The position peaked at $136K in Q3 2021. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Bartlett & Co Wealth Management held 94 shares of Crown Castle worth $7.12K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 35 Crown Castle shares in Q2 2026, an estimated $3.07K.
  • Crown Castle made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1042 holding.
  • Bartlett & Co Wealth Management first reported a position in Crown Castle in Q2 2018 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's Crown Castle position peaked at $136K in Q3 2021.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

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