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Institute for Wealth Management’s Crown Castle CCI Stock Holding History

Institute for 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
Q2 		$201K Sell
2,659
-154
-5% -$13.5K 0.02% 514
2026
Q1 		$229K Sell
2,813
-238
-8% -$20.5K 0.02% 493
2025
Q4 		$271K Sell
3,051
-253
-8% -$23.3K 0.03% 461
2025
Q3 		$319K Sell
3,304
-44
-1% -$4.45K 0.03% 438
2025
Q2 		$344K Sell
3,348
-68
-2% -$6.88K 0.04% 397
2025
Q1 		$356K Sell
3,416
-68
-2% -$6.35K 0.05% 375
2024
Q4 		$316K Sell
3,484
-87
-2% -$9.1K 0.04% 391
2024
Q3 		$424K Sell
3,571
-12
-0.3% -$1.32K 0.05% 332
2024
Q2 		$350K Sell
3,583
-99
-3% -$9.75K 0.05% 358
2024
Q1 		$390K Buy
3,682
+200
+6% +$21.8K 0.05% 332
2023
Q4 		$401K Sell
3,482
-224
-6% -$22.9K 0.07% 312
2023
Q3 		$341K Sell
3,706
-19
-0.5% -$1.97K 0.06% 325
2023
Q2 		$424K Sell
3,725
-134
-3% -$15.9K 0.07% 294
2023
Q1 		$516K Sell
3,859
-145
-4% -$20K 0.1% 254
2022
Q4 		$543K Sell
4,004
-804
-17% -$109K 0.11% 242
2022
Q3 		$695K Sell
4,808
-17
-0.4% -$2.91K 0.16% 174
2022
Q2 		$812K Sell
4,825
-64
-1% -$11.6K 0.16% 166
2022
Q1 		$903K Buy
4,889
+150
+3% +$26.7K 0.15% 177
2021
Q4 		$989K Sell
4,739
-15
-0.3% -$2.77K 0.16% 160
2021
Q3 		$824K Buy
4,754
+25
+0.5% +$4.83K 0.14% 181
2021
Q2 		$923K Buy
4,729
+406
+9% +$76K 0.16% 164
2021
Q1 		$744K Buy
4,323
+783
+22% +$125K 0.14% 189
2020
Q4 		$564K Buy
+3,540
New +$574K 0.11% 224

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Institute for Wealth Management's CCI Position: Q2 2026 in Review

Institute for Wealth Management reduced its Crown Castle (CCI) stake by 5.5% in Q2 2026, selling an estimated $13.5K and leaving 2,659 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #514.

Institute for Wealth Management first reported a position in CCI in Q4 2020 and has held it in 23 quarters since. The position peaked at $989K in Q4 2021. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Institute for Wealth Management held 2,659 shares of Crown Castle worth $201K as of Q2 2026.
  • Institute for Wealth Management sold 154 Crown Castle shares in Q2 2026, an estimated $13.5K.
  • Crown Castle made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Institute for Wealth Management first reported a position in Crown Castle in Q4 2020 and has held it in 23 quarters since.
  • Institute for Wealth Management's Crown Castle position peaked at $989K in Q4 2021.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.