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GeoWealth Management’s Crown Castle CCI Stock Holding History

GeoWealth 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
Q2 		$1.41M Buy
18,604
+263
+1% +$23.1K 0.04% 246
2026
Q1 		$1.49M Sell
18,341
-2,390
-12% -$206K 0.05% 207
2025
Q4 		$1.84M Buy
20,731
+3,256
+19% +$299K 0.07% 169
2025
Q3 		$1.69M Buy
17,475
+3,209
+22% +$325K 0.06% 198
2025
Q2 		$1.47M Buy
14,266
+414
+3% +$41.9K 0.06% 192
2025
Q1 		$1.44M Buy
13,852
+747
+6% +$69.7K 0.06% 205
2024
Q4 		$1.19M Buy
13,105
+3,857
+42% +$403K 0.04% 268
2024
Q3 		$1.1M Buy
9,248
+961
+12% +$106K 0.04% 279
2024
Q2 		$810K Buy
8,287
+3,866
+87% +$381K 0.04% 312
2024
Q1 		$468K Buy
4,421
+27
+0.6% +$2.94K 0.02% 452
2023
Q4 		$506K Buy
+4,394
New +$450K 0.04% 333

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

GeoWealth Management's CCI Position: Q2 2026 in Review

GeoWealth Management increased its Crown Castle (CCI) stake by 1.4% in Q2 2026, buying an estimated $23.1K and bringing the position to 18,604 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #246.

GeoWealth Management first reported a position in CCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q4 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • GeoWealth Management held 18,604 shares of Crown Castle worth $1.41M as of Q2 2026.
  • GeoWealth Management bought 263 Crown Castle shares in Q2 2026, an estimated $23.1K.
  • Crown Castle made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #246 holding.
  • GeoWealth Management first reported a position in Crown Castle in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Crown Castle position peaked at $1.84M in Q4 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.