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Key Financial Inc’s Crown Castle CCI Stock Holding History

Key Financial Inc’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 		$5.12K Buy
63
+33
+110% +$2.84K ﹤0.01% 1028
2025
Q4 		$2.67K Sell
30
-303
-91% -$27.9K ﹤0.01% 1133
2025
Q3 		$31.9K Sell
333
-215
-39% -$21.8K 0.01% 604
2025
Q2 		$56.3K Hold
548
– – 0.01% 467
2025
Q1 		$57.1K Sell
548
-22
-4% -$2.05K 0.01% 462
2024
Q4 		$51.7K Buy
570
+22
+4% +$2.3K 0.01% 475
2024
Q3 		$65K Buy
548
+7
+1% +$771 0.01% 435
2024
Q2 		$52.9K Buy
541
+5
+0.9% +$492 0.01% 461
2024
Q1 		$56.7K Sell
536
-719
-57% -$78.2K 0.01% 415
2023
Q4 		$145K Sell
1,255
-47
-4% -$4.81K 0.04% 249
2023
Q3 		$120K Hold
1,302
– – 0.04% 258
2023
Q2 		$148K Hold
1,302
– – 0.05% 243
2023
Q1 		$174K Sell
1,302
-177
-12% -$24.5K 0.06% 212
2022
Q4 		$214K Hold
1,479
– – 0.1% 158
2022
Q3 		$214K Buy
1,479
+961
+186% +$164K 0.1% 160
2022
Q2 		$89K Hold
518
– – 0.05% 258
2022
Q1 		$96K Buy
518
+177
+52% +$31.5K 0.05% 259
2021
Q4 		$71K Hold
341
– – 0.04% 293
2021
Q3 		$59K Buy
341
+19
+6% +$3.67K 0.03% 320
2021
Q2 		$62K Hold
322
– – 0.03% 317
2021
Q1 		$55K Buy
322
+19
+6% +$3.04K 0.04% 260
2020
Q4 		$48K Buy
+303
New +$49.1K 0.04% 251
2020
Q2 		– Sell
-303
Closed -$45K – 175
2020
Q1 		$45K Buy
+303
New +$45.2K 0.05% 227

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

Key Financial Inc's CCI Position: Q1 2026 in Review

Key Financial Inc increased its Crown Castle (CCI) stake by 110% in Q1 2026, buying an estimated $2.84K and bringing the position to 63 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Key Financial Inc first reported a position in CCI in Q1 2020 and has held it in 23 quarters since. The position peaked at $214K in Q3 2022. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Key Financial Inc held 63 shares of Crown Castle worth $5.12K as of Q1 2026.
  • Key Financial Inc bought 33 Crown Castle shares in Q1 2026, an estimated $2.84K.
  • Crown Castle made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1028 holding.
  • Key Financial Inc first reported a position in Crown Castle in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Crown Castle position peaked at $214K in Q3 2022.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.