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Blake Schutter Theil Wealth Advisors’s Crown Castle CCI Stock Holding History

Blake Schutter Theil Wealth Advisors’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
-2,764
Closed -$246K – 114
2025
Q4 		$246K Hold
2,764
– – 0.2% 97
2025
Q3 		$267K Buy
2,764
+199
+8% +$20.1K 0.26% 92
2025
Q2 		$264K Buy
2,565
+2
+0.1% +$202 0.3% 88
2025
Q1 		$267K Hold
2,563
– – 0.3% 94
2024
Q4 		$233K Hold
2,563
– – 0.25% 104
2024
Q3 		$304K Buy
+2,563
New +$282K 0.22% 113

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's CCI Position: Q1 2026 in Review

Blake Schutter Theil Wealth Advisors sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2,764 shares — an estimated $246K sold.

Blake Schutter Theil Wealth Advisors first reported a position in CCI in Q3 2024 and held it in 6 quarters. The position peaked at $304K in Q3 2024. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Blake Schutter Theil Wealth Advisors reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 2,764 Crown Castle shares in Q1 2026, an estimated $246K.
  • Blake Schutter Theil Wealth Advisors first reported a position in Crown Castle in Q3 2024 and held it in 6 quarters.
  • Blake Schutter Theil Wealth Advisors's Crown Castle position peaked at $304K in Q3 2024.
  • 957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.