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Dakota Wealth Management’s Crown Castle CCI Stock Holding History

Dakota 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 		– Sell
-2,779
Closed -$247K – 778
2025
Q4 		$247K Sell
2,779
-319
-10% -$29.3K ﹤0.01% 693
2025
Q3 		$299K Sell
3,098
-2,687
-46% -$272K 0.01% 559
2025
Q2 		$594K Sell
5,785
-3,086
-35% -$312K 0.01% 488
2025
Q1 		$925K Buy
8,871
+2,942
+50% +$275K 0.02% 383
2024
Q4 		$538K Sell
5,929
-818
-12% -$85.5K 0.01% 494
2024
Q3 		$800K Sell
6,747
-249
-4% -$27.4K 0.02% 411
2024
Q2 		$684K Buy
6,996
+739
+12% +$72.8K 0.02% 446
2024
Q1 		$662K Sell
6,257
-13,275
-68% -$1.44M 0.02% 450
2023
Q4 		$2.25M Sell
19,532
-6,755
-26% -$692K 0.09% 211
2023
Q3 		$2.42M Sell
26,287
-6,758
-20% -$700K 0.11% 175
2023
Q2 		$3.77M Sell
33,045
-1,619
-5% -$193K 0.18% 125
2023
Q1 		$4.64M Buy
34,664
+993
+3% +$137K 0.31% 85
2022
Q4 		$4.57M Buy
33,671
+5,237
+18% +$708K 0.32% 79
2022
Q3 		$4.11M Buy
28,434
+4,132
+17% +$707K 0.33% 75
2022
Q2 		$4.09M Buy
24,302
+1,150
+5% +$209K 0.38% 76
2022
Q1 		$4.27M Buy
23,152
+19,681
+567% +$3.5M 0.35% 88
2021
Q4 		$724K Sell
3,471
-168
-5% -$31K 0.08% 206
2021
Q3 		$631K Buy
3,639
+17
+0.5% +$3.29K 0.07% 202
2021
Q2 		$707K Sell
3,622
-1,801
-33% -$337K 0.08% 185
2021
Q1 		$934K Sell
5,423
-12,905
-70% -$2.07M 0.12% 149
2020
Q4 		$2.92M Sell
18,328
-12,172
-40% -$1.97M 0.38% 71
2020
Q3 		$5.08M Buy
30,500
+19,567
+179% +$3.23M 0.8% 37
2020
Q2 		$1.83M Buy
+10,933
New +$1.76M 0.31% 89

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

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

Dakota Wealth Management sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2,779 shares — an estimated $247K sold.

Dakota Wealth Management first reported a position in CCI in Q2 2020 and held it in 23 quarters. The position peaked at $5.08M in Q3 2020. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Dakota Wealth Management reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 2,779 Crown Castle shares in Q1 2026, an estimated $247K.
  • Dakota Wealth Management first reported a position in Crown Castle in Q2 2020 and held it in 23 quarters.
  • Dakota Wealth Management's Crown Castle position peaked at $5.08M in Q3 2020.
  • 957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.