Journey Strategic Wealth’s Crown Castle CCI Stock Holding History

Journey Strategic 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	$238K	Buy	+2,926	New	+$252K	0.01%	679
2025 Q4	–	Sell	-3,618	Closed	-$349K	–	776
2025 Q3	$349K	Buy	3,618 +396	+12%	+$40.1K	0.01%	410
2025 Q2	$331K	Buy	+3,222	New	+$326K	0.01%	392
2024 Q4	–	Sell	-1,844	Closed	-$219K	–	510
2024 Q3	$219K	Buy	+1,844	New	+$203K	0.01%	446
2023 Q2	–	Sell	-1,636	Closed	-$219K	–	215
2023 Q1	$219K	Buy	+1,636	New	+$226K	0.02%	210

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

Journey Strategic Wealth's CCI Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Crown Castle (CCI) in Q1 2026: 2,926 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in CCI as recently as Q3 2025.

Journey Strategic Wealth first reported a position in CCI in Q1 2023 and has held it in 5 quarters since. The position peaked at $349K in Q3 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Journey Strategic Wealth held 2,926 shares of Crown Castle worth $238K as of Q1 2026.
Crown Castle was a new Journey Strategic Wealth position in Q1 2026.
Crown Castle made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #679 holding.
Journey Strategic Wealth first reported a position in Crown Castle in Q1 2023 and has held it in 5 quarters since.
Journey Strategic Wealth's Crown Castle position peaked at $349K in Q3 2025.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.