Prospera Financial Services
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Prospera Financial Services’s Crown Castle CCI Stock Holding History

Prospera Financial 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
Q3 		$890K Buy
+10,036
New +$753K 0.01% 874
2025
Q4 		– Sell
-2,251
Closed -$217K – 1370
2025
Q3 		$217K Sell
2,251
-502
-18% -$50.8K ﹤0.01% 1274
2025
Q2 		$283K Sell
2,753
-7,802
-74% -$790K 0.01% 1131
2025
Q1 		$1.1M Buy
10,555
+8,228
+354% +$768K 0.03% 539
2024
Q4 		$211K Sell
2,327
-1,766
-43% -$185K ﹤0.01% 1066
2024
Q3 		$485K Sell
4,093
-81
-2% -$8.92K 0.01% 730
2024
Q2 		$408K Sell
4,174
-2,835
-40% -$279K 0.01% 790
2024
Q1 		$742K Sell
7,009
-17,901
-72% -$1.95M 0.02% 580
2023
Q4 		$2.87M Sell
24,910
-7,874
-24% -$807K 0.1% 246
2023
Q3 		$3.02M Buy
32,784
+2,957
+10% +$306K 0.12% 194
2023
Q2 		$3.4M Buy
29,827
+8,086
+37% +$962K 0.13% 185
2023
Q1 		$2.91M Buy
21,741
+5,598
+35% +$774K 0.12% 207
2022
Q4 		$2.19M Buy
16,143
+3,346
+26% +$452K 0.11% 215
2022
Q3 		$1.85M Sell
12,797
-593
-4% -$101K 0.1% 244
2022
Q2 		$2.26M Buy
13,390
+1,092
+9% +$199K 0.12% 223
2022
Q1 		$2.27M Buy
12,298
+1,126
+10% +$200K 0.1% 251
2021
Q4 		$2.33M Buy
11,172
+596
+6% +$110K 0.1% 237
2021
Q3 		$1.83M Buy
10,576
+509
+5% +$98.4K 0.09% 256
2021
Q2 		$1.96M Sell
10,067
-54
-0.5% -$10.1K 0.1% 246
2021
Q1 		$1.74M Buy
10,121
+750
+8% +$120K 0.1% 235
2020
Q4 		$1.49M Buy
9,371
+8,490
+964% +$1.38M 0.1% 225
2020
Q3 		$147K Sell
881
-2,852
-76% -$471K 0.06% 307
2020
Q2 		$621K Buy
3,733
+397
+12% +$63.9K 0.06% 312
2020
Q1 		$482K Sell
3,336
-1,250
-27% -$186K 0.05% 307
2019
Q4 		$652K Buy
4,586
+1,976
+76% +$270K 0.05% 325
2019
Q3 		$363K Buy
2,610
+62
+2% +$8.58K 0.04% 389
2019
Q2 		$339K Buy
2,548
+151
+6% +$19.4K 0.04% 374
2019
Q1 		$308K Buy
+2,397
New +$281K 0.1% 242
2016
Q3 		– Sell
-2,078
Closed -$211K – 385
2016
Q2 		$211K Buy
+2,078
New +$189K 0.04% 311

Other funds holding CCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Prospera Financial Services's CCI Position: Q3 2026 in Review

Prospera Financial Services opened a new position in Crown Castle (CCI) in Q3 2026: 10,036 shares worth $890K. The stake represents 0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in CCI as recently as Q3 2025.

Prospera Financial Services first reported a position in CCI in Q2 2016 and has held it in 29 quarters since. The position peaked at $3.4M in Q2 2023. 478 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Prospera Financial Services held 10,036 shares of Crown Castle worth $890K as of Q3 2026.
  • Crown Castle was a new Prospera Financial Services position in Q3 2026.
  • Crown Castle made up 0.01% of Prospera Financial Services's portfolio in Q3 2026, its #874 holding.
  • Prospera Financial Services first reported a position in Crown Castle in Q2 2016 and has held it in 29 quarters since.
  • Prospera Financial Services's Crown Castle position peaked at $3.4M in Q2 2023.
  • 478 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.