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Heritage Wealth Management (Ohio)’s Crown Castle CCI Stock Holding History

Heritage Wealth Management (Ohio)’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 		$500K Buy
6,145
+1,545
+34% +$133K 0.25% 99
2025
Q4 		$409K Buy
+4,600
New +$423K 0.11% 172

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 Management (Ohio)'s CCI Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Crown Castle (CCI) stake by 34% in Q1 2026, buying an estimated $133K and bringing the position to 6,145 shares worth $500K. The position accounts for 0.25% of the portfolio, ranked #99.

Heritage Wealth Management (Ohio) first reported a position in CCI in Q4 2025 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 6,145 shares of Crown Castle worth $500K as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 1,545 Crown Castle shares in Q1 2026, an estimated $133K.
  • Crown Castle made up 0.25% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #99 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Crown Castle in Q4 2025 and has held it in 2 quarters since.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.