Estate Planners Group’s Crown Castle CCI Stock Holding History

Estate Planners Group’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	-179	Closed	-$15.9K	–	122
2025 Q4	$15.9K	Buy	+179	New	+$16.5K	0.01%	235

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Estate Planners Group's CCI Position: Q1 2026 in Review

Estate Planners Group sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 179 shares — an estimated $15.9K sold.

Estate Planners Group first reported a position in CCI in Q4 2025 and held it in 1 quarter. The position peaked at $15.9K in Q4 2025. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Estate Planners Group reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 179 Crown Castle shares in Q1 2026, an estimated $15.9K.
Estate Planners Group first reported a position in Crown Castle in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Crown Castle position peaked at $15.9K in Q4 2025.
957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.