KPWS
CCI icon

Kestra Private Wealth Services’s Crown Castle CCI Stock Holding History

Kestra Private Wealth Services’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 		$3.15M Buy
38,703
+4,281
+12% +$368K 0.04% 431
2025
Q4 		$3.06M Sell
34,422
-124
-0.4% -$11.4K 0.04% 423
2025
Q3 		$3.33M Sell
34,546
-4,396
-11% -$445K 0.04% 392
2025
Q2 		$4M Buy
38,942
+3,161
+9% +$320K 0.06% 314
2025
Q1 		$3.73M Buy
35,781
+3,763
+12% +$351K 0.06% 307
2024
Q4 		$2.91M Sell
32,018
-2,675
-8% -$280K 0.05% 345
2024
Q3 		$4.12M Buy
34,693
+459
+1% +$50.6K 0.08% 266
2024
Q2 		$3.34M Buy
34,234
+96
+0.3% +$9.46K 0.07% 279
2024
Q1 		$3.61M Buy
34,138
+28,543
+510% +$3.1M 0.08% 256
2023
Q4 		$644K Buy
5,595
+607
+12% +$62.2K 0.02% 643
2023
Q3 		$459K Buy
+4,988
New +$517K 0.01% 698
2023
Q2 		– Sell
-5,079
Closed -$680K – 1095
2023
Q1 		$680K Buy
+5,079
New +$702K 0.03% 510
2022
Q4 		– Sell
-4,481
Closed -$648K – 915
2022
Q3 		$648K Buy
+4,481
New +$767K 0.04% 426
2021
Q4 		– Sell
-4,131
Closed -$716K – 994
2021
Q3 		$716K Hold
4,131
– – 0.04% 450
2021
Q2 		$806K Buy
+4,131
New +$773K 0.05% 392
2021
Q1 		– Sell
-4,136
Closed -$647K – 807
2020
Q4 		$647K Sell
4,136
-5,502
-57% -$892K 0.05% 379
2020
Q3 		$1.6M Buy
+9,638
New +$1.59M 0.14% 158

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kestra Private Wealth Services's CCI Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Crown Castle (CCI) stake by 12% in Q1 2026, buying an estimated $368K and bringing the position to 38,703 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #431.

Kestra Private Wealth Services first reported a position in CCI in Q3 2020 and has held it in 17 quarters since. The position peaked at $4.12M in Q3 2024. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Kestra Private Wealth Services held 38,703 shares of Crown Castle worth $3.15M as of Q1 2026.
  • Kestra Private Wealth Services bought 4,281 Crown Castle shares in Q1 2026, an estimated $368K.
  • Crown Castle made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #431 holding.
  • Kestra Private Wealth Services first reported a position in Crown Castle in Q3 2020 and has held it in 17 quarters since.
  • Kestra Private Wealth Services's Crown Castle position peaked at $4.12M in Q3 2024.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.