L.J. Altfest & Co’s Crown Castle CCI Stock Holding History

L.J. Altfest & Co’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	-8,288	Closed	-$737K	–	339
2025 Q4	$737K	Buy	+8,288	New	+$762K	0.08%	173

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

L.J. Altfest & Co's CCI Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 8,288 shares — an estimated $737K sold.

L.J. Altfest & Co first reported a position in CCI in Q4 2025 and held it in 1 quarter. The position peaked at $737K in Q4 2025. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

L.J. Altfest & Co reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
L.J. Altfest & Co sold 8,288 Crown Castle shares in Q1 2026, an estimated $737K.
L.J. Altfest & Co first reported a position in Crown Castle in Q4 2025 and held it in 1 quarter.
L.J. Altfest & Co's Crown Castle position peaked at $737K in Q4 2025.
955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.