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Exencial Wealth Advisors’s Crown Castle CCI Stock Holding History

Exencial Wealth Advisors’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 		$950K Buy
11,689
+39
+0.3% +$3.36K 0.03% 303
2025
Q4 		$1.04M Sell
11,650
-609
-5% -$56K 0.03% 289
2025
Q3 		$1.18M Sell
12,259
-636
-5% -$64.4K 0.04% 268
2025
Q2 		$1.32M Sell
12,895
-658
-5% -$66.6K 0.05% 255
2025
Q1 		$1.41M Sell
13,553
-1,376
-9% -$128K 0.05% 249
2024
Q4 		$1.35M Sell
14,929
-74,343
-83% -$7.77M 0.05% 252
2024
Q3 		$10.6M Sell
89,272
-2,495
-3% -$275K 0.38% 81
2024
Q2 		$8.97M Sell
91,767
-7,509
-8% -$740K 0.34% 89
2024
Q1 		$10.5M Buy
99,276
+1,821
+2% +$198K 0.39% 79
2023
Q4 		$11.2M Buy
97,455
+3,624
+4% +$371K 0.46% 66
2023
Q3 		$8.64M Sell
93,831
-5,036
-5% -$522K 0.42% 77
2023
Q2 		$11.3M Buy
98,867
+29,323
+42% +$3.49M 0.52% 60
2023
Q1 		$9.31M Buy
69,544
+2,158
+3% +$298K 0.48% 64
2022
Q4 		$9.14M Buy
67,386
+3,502
+5% +$474K 0.49% 66
2022
Q3 		$9.23M Buy
63,884
+1,888
+3% +$323K 0.56% 51
2022
Q2 		$10.4M Buy
61,996
+3,685
+6% +$670K 0.59% 47
2022
Q1 		$10.8M Buy
58,311
+1,620
+3% +$288K 0.54% 57
2021
Q4 		$11.8M Buy
56,691
+2,882
+5% +$532K 0.57% 47
2021
Q3 		$9.33M Buy
53,809
+3,834
+8% +$741K 0.4% 66
2021
Q2 		$9.75M Sell
49,975
-1,340
-3% -$251K 0.53% 53
2021
Q1 		$8.83M Buy
51,315
+5,392
+12% +$864K 0.52% 54
2020
Q4 		$7.31M Sell
45,923
-46,875
-51% -$7.6M 0.5% 65
2020
Q3 		$15.5M Buy
92,798
+49,645
+115% +$8.19M 0.82% 36
2020
Q2 		$7.22M Buy
+43,153
New +$6.95M 0.63% 40
2020
Q1 		– Sell
-1,983
Closed -$282K – 243
2019
Q4 		$282K Sell
1,983
-269
-12% -$36.7K 0.05% 217
2019
Q3 		$313K Buy
2,252
+75
+3% +$10.4K 0.07% 194
2019
Q2 		$284K Hold
2,177
– – 0.07% 183
2019
Q1 		$279K Buy
2,177
+322
+17% +$37.8K 0.07% 186
2018
Q4 		$202K Buy
+1,855
New +$204K 0.05% 201

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

Exencial Wealth Advisors's CCI Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Crown Castle (CCI) stake by 0.33% in Q1 2026, buying an estimated $3.36K and bringing the position to 11,689 shares worth $950K. The position accounts for 0.03% of the portfolio, ranked #303.

Exencial Wealth Advisors first reported a position in CCI in Q4 2018 and has held it in 29 quarters since. The position peaked at $15.5M in Q3 2020. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Exencial Wealth Advisors held 11,689 shares of Crown Castle worth $950K as of Q1 2026.
  • Exencial Wealth Advisors bought 39 Crown Castle shares in Q1 2026, an estimated $3.36K.
  • Crown Castle made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #303 holding.
  • Exencial Wealth Advisors first reported a position in Crown Castle in Q4 2018 and has held it in 29 quarters since.
  • Exencial Wealth Advisors's Crown Castle position peaked at $15.5M in Q3 2020.
  • 957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.