Focus Partners Wealth
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Focus Partners Wealth’s Crown Castle CCI Stock Holding History

Focus Partners Wealth’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 		$17.2M Buy
211,749
+182,154
+615% +$15.7M 0.02% 543
2025
Q4 		$2.63M Buy
29,595
+13,024
+79% +$1.2M ﹤0.01% 1212
2025
Q3 		$1.59M Sell
16,571
-3,188
-16% -$323K ﹤0.01% 1103
2025
Q2 		$2.03M Buy
19,759
+9,263
+88% +$937K ﹤0.01% 898
2025
Q1 		$1.09M Sell
10,496
-5,380
-34% -$502K ﹤0.01% 1032
2024
Q4 		$1.44M Sell
15,876
-39,343
-71% -$4.11M ﹤0.01% 953
2024
Q3 		$6.55M Buy
55,219
+893
+2% +$98.4K 0.02% 496
2024
Q2 		$5.31M Buy
54,326
+13,138
+32% +$1.29M 0.02% 490
2024
Q1 		$4.36M Buy
41,188
+15,029
+57% +$1.63M 0.04% 345
2023
Q4 		$3.01M Buy
+26,159
New +$2.68M 0.04% 299

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

Focus Partners Wealth's CCI Position: Q1 2026 in Review

Focus Partners Wealth increased its Crown Castle (CCI) stake by 615% in Q1 2026, buying an estimated $15.7M and bringing the position to 211,749 shares worth $17.2M. The position accounts for 0.02% of the portfolio, ranked #543.

Focus Partners Wealth first reported a position in CCI in Q4 2023 and has held it in 10 quarters since. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Focus Partners Wealth held 211,749 shares of Crown Castle worth $17.2M as of Q1 2026.
  • Focus Partners Wealth bought 182,154 Crown Castle shares in Q1 2026, an estimated $15.7M.
  • Crown Castle made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #543 holding.
  • Focus Partners Wealth first reported a position in Crown Castle in Q4 2023 and has held it in 10 quarters since.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.