IMG Wealth Management
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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
Q3 		– Sell
-94
Closed -$7.12K – 645
2026
Q2 		$7.12K Buy
94
+27
+40% +$2.37K ﹤0.01% 369
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IMG Wealth Management's CCI Position: Q3 2026 in Review

IMG Wealth Management sold out of Crown Castle (CCI) in Q3 2026, closing a stake of 94 shares — an estimated $7.12K sold.

IMG Wealth Management first reported a position in CCI in Q2 2025 and held it in 5 quarters. The position peaked at $16.7K in Q2 2025. 585 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • IMG Wealth Management reported no remaining Crown Castle position as of Q3 2026 after selling out during the quarter.
  • IMG Wealth Management sold 94 Crown Castle shares in Q3 2026, an estimated $7.12K.
  • IMG Wealth Management first reported a position in Crown Castle in Q2 2025 and held it in 5 quarters.
  • IMG Wealth Management's Crown Castle position peaked at $16.7K in Q2 2025.
  • 585 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.