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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
Q2 		$2.86M Sell
37,706
-997
-3% -$87.6K 0.03% 484
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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Private Wealth Services's CCI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Crown Castle (CCI) stake by 2.6% in Q2 2026, selling an estimated $87.6K and leaving 37,706 shares worth $2.86M. The position accounts for 0.03% of the portfolio, ranked #484.

Kestra Private Wealth Services first reported a position in CCI in Q3 2020 and has held it in 18 quarters since. The position peaked at $4.12M in Q3 2024. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Kestra Private Wealth Services held 37,706 shares of Crown Castle worth $2.86M as of Q2 2026.
  • Kestra Private Wealth Services sold 997 Crown Castle shares in Q2 2026, an estimated $87.6K.
  • Crown Castle made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #484 holding.
  • Kestra Private Wealth Services first reported a position in Crown Castle in Q3 2020 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's Crown Castle position peaked at $4.12M in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.