HWM
CCI icon

HighMark Wealth Management’s Crown Castle CCI Stock Holding History

HighMark Wealth 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
Q1 		– Sell
-15
Closed -$1.33K – 559
2025
Q4 		$1.33K Buy
+15
New +$1.38K ﹤0.01% 501
2021
Q1 		– Sell
-54
Closed -$9K – 481
2020
Q4 		$9K Hold
54
– – 0.01% 243
2020
Q3 		$9K Hold
54
– – 0.01% 239
2020
Q2 		$9K Hold
54
– – 0.01% 214
2020
Q1 		$7K Sell
54
-34
-39% -$5.07K 0.01% 175
2019
Q4 		$12K Buy
+88
New +$12K 0.01% 176

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HighMark Wealth Management's CCI Position: Q1 2026 in Review

HighMark Wealth Management sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 15 shares — an estimated $1.33K sold.

HighMark Wealth Management first reported a position in CCI in Q4 2019 and held it in 6 quarters. The position peaked at $12K in Q4 2019. 958 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • HighMark Wealth Management reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 15 Crown Castle shares in Q1 2026, an estimated $1.33K.
  • HighMark Wealth Management first reported a position in Crown Castle in Q4 2019 and held it in 6 quarters.
  • HighMark Wealth Management's Crown Castle position peaked at $12K in Q4 2019.
  • 958 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.