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Operose Advisors’s Crown Castle CCI Stock Holding History

Operose Advisors’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
Closed -$711 – 604
2025
Q4 		$711 Hold
8
– – ﹤0.01% 453
2025
Q3 		$772 Buy
+8
New +$810 ﹤0.01% 427
2025
Q1 		– Sell
-80
Closed -$7.26K – 402
2024
Q4 		$7.26K Sell
80
-1,063
-93% -$111K ﹤0.01% 328
2024
Q3 		$136K Buy
1,143
+1,035
+958% +$114K 0.04% 173
2024
Q2 		$10.6K Sell
108
-2,125
-95% -$209K ﹤0.01% 443
2024
Q1 		$236K Buy
2,233
+2,125
+1,968% +$231K 0.08% 139
2023
Q4 		$12.4K Sell
108
-218
-67% -$22.3K 0.01% 432
2023
Q3 		$30K Buy
+326
New +$33.8K 0.01% 405
2023
Q1 		– Sell
-155
Closed -$21K – 352
2022
Q4 		$21K Hold
155
– – 0.01% 216
2022
Q3 		$22K Buy
+155
New +$26.5K 0.01% 210

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 $3.37T AUM 44.26% 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

Operose Advisors's CCI Position: Q1 2026 in Review

Operose Advisors sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 8 shares — an estimated $711 sold.

Operose Advisors first reported a position in CCI in Q3 2022 and held it in 10 quarters. The position peaked at $236K in Q1 2024. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Operose Advisors reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Operose Advisors sold 8 Crown Castle shares in Q1 2026, an estimated $711.
  • Operose Advisors first reported a position in Crown Castle in Q3 2022 and held it in 10 quarters.
  • Operose Advisors's Crown Castle position peaked at $236K in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.