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Kestra Investment Management’s Crown Castle CCI Stock Holding History

Kestra Investment 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
-4,760
Closed -$423K – 453
2025
Q4 		$423K Sell
4,760
-409
-8% -$37.6K 0.01% 304
2025
Q3 		$499K Sell
5,169
-996
-16% -$101K 0.01% 276
2025
Q2 		$633K Sell
6,165
-5,429
-47% -$549K 0.02% 254
2025
Q1 		$1.21M Buy
11,594
+8,232
+245% +$769K 0.04% 147
2024
Q4 		$305K Buy
3,362
+858
+34% +$89.7K 0.01% 298
2024
Q3 		$297K Buy
+2,504
New +$276K 0.01% 269

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 $3.38T AUM 44.17% 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

Kestra Investment Management's CCI Position: Q1 2026 in Review

Kestra Investment Management sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 4,760 shares — an estimated $423K sold.

Kestra Investment Management first reported a position in CCI in Q3 2024 and held it in 6 quarters. The position peaked at $1.21M in Q1 2025. 960 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Kestra Investment Management reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 4,760 Crown Castle shares in Q1 2026, an estimated $423K.
  • Kestra Investment Management first reported a position in Crown Castle in Q3 2024 and held it in 6 quarters.
  • Kestra Investment Management's Crown Castle position peaked at $1.21M in Q1 2025.
  • 960 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.