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Kathmere Capital Management’s Crown Castle CCI Stock Holding History

Kathmere Capital 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 		– Sell
-2,605
Closed -$231K – 631
2025
Q4 		$231K Sell
2,605
-1,634
-39% -$150K 0.02% 484
2025
Q3 		$409K Sell
4,239
-670
-14% -$67.8K 0.03% 332
2025
Q2 		$504K Buy
4,909
+770
+19% +$77.9K 0.04% 277
2025
Q1 		$431K Buy
+4,139
New +$386K 0.04% 272
2021
Q1 		– Sell
-498
Closed -$79K – 172
2020
Q4 		$79K Hold
498
– – 0.02% 206
2020
Q3 		$83K Buy
+498
New +$82.2K 0.02% 195

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kathmere Capital Management's CCI Position: Q1 2026 in Review

Kathmere Capital Management sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2,605 shares — an estimated $231K sold.

Kathmere Capital Management first reported a position in CCI in Q3 2020 and held it in 6 quarters. The position peaked at $504K in Q2 2025. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Kathmere Capital Management reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Kathmere Capital Management sold 2,605 Crown Castle shares in Q1 2026, an estimated $231K.
  • Kathmere Capital Management first reported a position in Crown Castle in Q3 2020 and held it in 6 quarters.
  • Kathmere Capital Management's Crown Castle position peaked at $504K in Q2 2025.
  • 957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.