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Heritage Wealth Advisors’s Crown Castle CCI Stock Holding History

Heritage 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 		$3.5K Buy
+43
New +$3.7K ﹤0.01% 589
2025
Q3 		– Hold
0
– – – 579
2025
Q2 		– Hold
0
– – – 571
2025
Q1 		– Sell
-11
Closed -$1.03K – 571
2024
Q4 		$1K Buy
11
+1
+10% +$105 ﹤0.01% 573
2024
Q3 		$1.19K Sell
10
-499
-98% -$55K ﹤0.01% 567
2024
Q2 		$49.7K Sell
509
-218
-30% -$21.5K ﹤0.01% 308
2024
Q1 		$76.9K Sell
727
-50
-6% -$5.44K ﹤0.01% 287
2023
Q4 		$89.5K Buy
777
+776
+77,600% +$79.5K ﹤0.01% 279
2023
Q3 		$91 Sell
1
-23
-96% -$2.38K ﹤0.01% 507
2023
Q2 		$2.73K Sell
24
-114
-83% -$13.6K ﹤0.01% 490
2023
Q1 		$18.5K Sell
138
-414
-75% -$57.2K ﹤0.01% 406
2022
Q4 		$74.9K Buy
552
+309
+127% +$41.8K ﹤0.01% 281
2022
Q3 		$35.1K Sell
243
-489
-67% -$83.7K ﹤0.01% 328
2022
Q2 		$123K Buy
732
+383
+110% +$69.7K 0.01% 243
2022
Q1 		$64K Hold
349
– – ﹤0.01% 287
2021
Q4 		$73K Hold
349
– – ﹤0.01% 290
2021
Q3 		$60.5K Sell
349
-625
-64% -$121K ﹤0.01% 303
2021
Q2 		$190K Sell
974
-1,651
-63% -$309K 0.01% 207
2021
Q1 		$452K Sell
2,625
-165
-6% -$26.4K 0.03% 146
2020
Q4 		$444K Buy
2,790
+2,276
+443% +$369K 0.03% 137
2020
Q3 		$85.6K Hold
514
– – 0.01% 223
2020
Q2 		$86K Hold
514
– – 0.01% 213
2020
Q1 		$74.2K Sell
514
-3
-0.6% -$447 0.01% 219
2019
Q4 		$73.5K Buy
517
+352
+213% +$48K 0.01% 268
2019
Q3 		$22K Hold
165
– – ﹤0.01% 339
2019
Q2 		$21.5K Hold
165
– – ﹤0.01% 331
2019
Q1 		$21.1K Buy
+165
New +$19.4K ﹤0.01% 305

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

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

Heritage Wealth Advisors opened a new position in Crown Castle (CCI) in Q1 2026: 43 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in CCI as recently as Q4 2024.

Heritage Wealth Advisors first reported a position in CCI in Q1 2019 and has held it in 25 quarters since. The position peaked at $452K in Q1 2021. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Heritage Wealth Advisors held 43 shares of Crown Castle worth $3.5K as of Q1 2026.
  • Crown Castle was a new Heritage Wealth Advisors position in Q1 2026.
  • Crown Castle made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #589 holding.
  • Heritage Wealth Advisors first reported a position in Crown Castle in Q1 2019 and has held it in 25 quarters since.
  • Heritage Wealth Advisors's Crown Castle position peaked at $452K in Q1 2021.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.