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Financial Consulate’s Crown Castle CCI Stock Holding History

Financial Consulate’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 		$3.9K Buy
48
+3
+7% +$258 ﹤0.01% 843
2025
Q4 		$4.01K Sell
45
-95
-68% -$8.74K ﹤0.01% 778
2025
Q3 		$13.5K Buy
+140
New +$14.2K ﹤0.01% 518

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

Financial Consulate's CCI Position: Q1 2026 in Review

Financial Consulate increased its Crown Castle (CCI) stake by 6.7% in Q1 2026, buying an estimated $258 and bringing the position to 48 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Financial Consulate first reported a position in CCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q3 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Financial Consulate held 48 shares of Crown Castle worth $3.9K as of Q1 2026.
  • Financial Consulate bought 3 Crown Castle shares in Q1 2026, an estimated $258.
  • Crown Castle made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #843 holding.
  • Financial Consulate first reported a position in Crown Castle in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Crown Castle position peaked at $13.5K in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.