Impact Partnership Wealth’s Crown Castle CCI Stock Holding History

Impact Partnership Wealth’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	-4,992	Closed	-$444K	–	378
2025 Q4	$444K	Buy	+4,992	New	+$459K	0.06%	217
2024 Q2	–	Sell	-9	Closed	-$952	–	286
2024 Q1	$952	Hold	9	–	–	﹤0.01%	629
2023 Q4	$1.04K	Sell	9 -76	-89%	-$7.78K	﹤0.01%	747
2023 Q3	$7.82K	Buy	85 +56	+193%	+$5.8K	﹤0.01%	627
2023 Q2	$3.3K	Buy	+29	New	+$3.45K	﹤0.01%	559

Other funds holding CCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Impact Partnership Wealth's CCI Position: Q1 2026 in Review

Impact Partnership Wealth sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 4,992 shares — an estimated $444K sold.

Impact Partnership Wealth first reported a position in CCI in Q2 2023 and held it in 5 quarters. The position peaked at $444K in Q4 2025. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Impact Partnership Wealth reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
Impact Partnership Wealth sold 4,992 Crown Castle shares in Q1 2026, an estimated $444K.
Impact Partnership Wealth first reported a position in Crown Castle in Q2 2023 and held it in 5 quarters.
Impact Partnership Wealth's Crown Castle position peaked at $444K in Q4 2025.
955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.