Corient Private Wealth
CCI icon

Corient Private Wealth’s Crown Castle CCI Stock Holding History

Corient Private Wealth’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 		$7.1M Sell
93,736
-578
-0.6% -$50.8K 0.01% 760
2026
Q1 		$7.55M Sell
94,314
-35,031
-27% -$3.02M 0.01% 716
2025
Q4 		$11.5M Sell
129,345
-50,403
-28% -$4.64M 0.02% 530
2025
Q3 		$17.3M Sell
179,748
-76,350
-30% -$7.73M 0.03% 419
2025
Q2 		$26.3M Sell
256,098
-24,228
-9% -$2.45M 0.04% 338
2025
Q1 		$29.2M Sell
280,326
-36,252
-11% -$3.38M 0.05% 323
2024
Q4 		$28.7M Sell
316,578
-74,327
-19% -$7.77M 0.05% 322
2024
Q3 		$46.4M Sell
390,905
-180,150
-32% -$19.8M 0.07% 250
2024
Q2 		$55.8M Sell
571,055
-34,106
-6% -$3.36M 0.1% 209
2024
Q1 		$64M Buy
605,161
+3,155
+0.5% +$343K 0.11% 186
2023
Q4 		$69.3M Sell
602,006
-223,218
-27% -$22.9M 0.13% 170
2023
Q3 		$76M Sell
825,224
-31,260
-4% -$3.24M 0.17% 135
2023
Q2 		$97.6M Buy
856,484
+112,682
+15% +$13.4M 0.23% 105
2023
Q1 		$99.6M Buy
743,802
+338,579
+84% +$46.8M 0.27% 96
2022
Q4 		$55M Buy
+405,223
New +$54.8M 0.2% 124

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 $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Corient Private Wealth's CCI Position: Q2 2026 in Review

Corient Private Wealth reduced its Crown Castle (CCI) stake by 0.61% in Q2 2026, selling an estimated $50.8K and leaving 93,736 shares worth $7.1M. The position accounts for 0.01% of the portfolio, ranked #760.

Corient Private Wealth first reported a position in CCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $99.6M in Q1 2023. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Corient Private Wealth held 93,736 shares of Crown Castle worth $7.1M as of Q2 2026.
  • Corient Private Wealth sold 578 Crown Castle shares in Q2 2026, an estimated $50.8K.
  • Crown Castle made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #760 holding.
  • Corient Private Wealth first reported a position in Crown Castle in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Crown Castle position peaked at $99.6M in Q1 2023.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.