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IMG Wealth Management’s Crown Castle CCI Stock Holding History

IMG 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 		$5.45K Sell
67
-96
-59% -$8.26K ﹤0.01% 369
2025
Q4 		$14.5K Hold
163
– – 0.01% 277
2025
Q3 		$15.7K Hold
163
– – 0.01% 224
2025
Q2 		$16.7K Buy
+163
New +$16.5K 0.01% 212

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

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

IMG Wealth Management reduced its Crown Castle (CCI) stake by 59% in Q1 2026, selling an estimated $8.26K and leaving 67 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

IMG Wealth Management first reported a position in CCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.7K in Q2 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • IMG Wealth Management held 67 shares of Crown Castle worth $5.45K as of Q1 2026.
  • IMG Wealth Management sold 96 Crown Castle shares in Q1 2026, an estimated $8.26K.
  • Crown Castle made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #369 holding.
  • IMG Wealth Management first reported a position in Crown Castle in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Crown Castle position peaked at $16.7K in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

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