Creative Planning
CCI icon

Creative Planning’s Crown Castle CCI Stock Holding History

Creative Planning’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
2019
Q3 		– Sell
-200
Closed -$4K – 2012
2019
Q2 		$4K Hold
200
– – ﹤0.01% 1961
2019
Q1 		$4K Buy
+200
New +$23.5K ﹤0.01% 1915
2016
Q3 		– Sell
-100
Closed -$2K – 4578
2016
Q2 		$2K Hold
100
– – ﹤0.01% 3988
2016
Q1 		$1K Buy
+100
New +$8.48K ﹤0.01% 4089

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

Creative Planning's CCI Position: Q1 2026 in Review

Creative Planning reduced its Crown Castle (CCI) stake by 11% in Q1 2026, selling an estimated $739K and leaving 69,381 shares worth $5.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Creative Planning first reported a position in CCI in Q2 2013 and has held it in 49 quarters since. The position peaked at $24.8M in Q2 2022. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Creative Planning held 69,381 shares of Crown Castle worth $5.64M as of Q1 2026.
  • Creative Planning sold 8,587 Crown Castle shares in Q1 2026, an estimated $739K.
  • Crown Castle made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1102 holding.
  • Creative Planning first reported a position in Crown Castle in Q2 2013 and has held it in 49 quarters since.
  • Creative Planning's Crown Castle position peaked at $24.8M in Q2 2022.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.