Compass Wealth Management’s Crown Castle CCI Stock Holding History

Compass 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 Q1	$5.9M	Buy	72,607 +2,584	+4%	+$222K	1.46%	24
2025 Q4	$6.22M	Buy	70,023 +5,650	+9%	+$520K	1.55%	24
2025 Q3	$6.21M	Buy	64,373 +6,093	+10%	+$617K	1.39%	21
2025 Q2	$5.99M	Buy	58,280 +318	+0.5%	+$32.2K	1.43%	21
2025 Q1	$6.04M	Buy	57,962 +6,897	+14%	+$644K	1.54%	13
2024 Q4	$4.63M	Sell	51,065 -3,378	-6%	-$353K	1.12%	30
2024 Q3	$6.46M	Buy	54,443 +5,641	+12%	+$621K	1.52%	11
2024 Q2	$4.77M	Buy	48,802 +11,327	+30%	+$1.12M	1.18%	29
2024 Q1	$3.97M	Buy	37,475 +28,536	+319%	+$3.1M	0.99%	39
2023 Q4	$1.03M	Sell	8,939 -475	-5%	-$48.7K	0.29%	84
2023 Q3	$866K	Sell	9,414 -2,187	-19%	-$227K	0.27%	91
2023 Q2	$1.32M	Sell	11,601 -4,466	-28%	-$532K	0.4%	75
2023 Q1	$2.15M	Buy	16,067 +438	+3%	+$60.5K	0.68%	46
2022 Q4	$2.12M	Buy	+15,629	New	+$2.11M	0.69%	50

Other funds holding CCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Compass Wealth Management's CCI Position: Q1 2026 in Review

Compass Wealth Management increased its Crown Castle (CCI) stake by 3.7% in Q1 2026, buying an estimated $222K and bringing the position to 72,607 shares worth $5.9M. The position accounts for 1.46% of the portfolio, ranked #24.

Compass Wealth Management first reported a position in CCI in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.46M in Q3 2024. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Compass Wealth Management held 72,607 shares of Crown Castle worth $5.9M as of Q1 2026.
Compass Wealth Management bought 2,584 Crown Castle shares in Q1 2026, an estimated $222K.
Crown Castle made up 1.46% of Compass Wealth Management's portfolio in Q1 2026, its #24 holding.
Compass Wealth Management first reported a position in Crown Castle in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Crown Castle position peaked at $6.46M in Q3 2024.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.