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Quadrant Private Wealth Management’s Crown Castle CCI Stock Holding History

Quadrant Private Wealth Management’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 		$562K Sell
7,426
-830
-10% -$72.9K 0.13% 94
2026
Q1 		$671K Buy
8,256
+2,783
+51% +$240K 0.1% 154
2025
Q4 		$486K Buy
5,473
+53
+1% +$4.87K 0.08% 173
2025
Q3 		$523K Sell
5,420
-197
-4% -$19.9K 0.1% 154
2025
Q2 		$577K Sell
5,617
-74
-1% -$7.49K 0.12% 137
2025
Q1 		$593K Sell
5,691
-157
-3% -$14.7K 0.15% 123
2024
Q4 		$531K Hold
5,848
– – 0.13% 139
2024
Q3 		$694K Buy
5,848
+1,870
+47% +$206K 0.17% 119
2024
Q2 		$389K Buy
3,978
+98
+3% +$9.65K 0.09% 163
2024
Q1 		$411K Buy
3,880
+3
+0.1% +$326 0.1% 154
2023
Q4 		$447K Sell
3,877
-242
-6% -$24.8K 0.12% 137
2023
Q3 		$379K Sell
4,119
-277
-6% -$28.7K 0.13% 140
2023
Q2 		$501K Sell
4,396
-275
-6% -$32.7K 0.15% 129
2023
Q1 		$625K Buy
4,671
+213
+5% +$29.4K 0.2% 110
2022
Q4 		$605K Buy
+4,458
New +$603K 0.2% 111
2022
Q2 		$456K Sell
2,709
-141
-5% -$25.7K 0.19% 107
2022
Q1 		$526K Sell
2,850
-42
-1% -$7.48K 0.2% 108
2021
Q4 		$604K Buy
2,892
+11
+0.4% +$2.03K 0.22% 96
2021
Q3 		$499K Hold
2,881
– – 0.21% 107
2021
Q2 		$562K Hold
2,881
– – 0.23% 96
2021
Q1 		$496K Buy
2,881
+132
+5% +$21.1K 0.22% 97
2020
Q4 		$438K Sell
2,749
-231
-8% -$37.5K 0.2% 108
2020
Q3 		$496K Buy
2,980
+24
+0.8% +$3.96K 0.25% 86
2020
Q2 		$495K Buy
2,956
+398
+16% +$64.1K 0.29% 80
2020
Q1 		$369K Buy
+2,558
New +$381K 0.31% 74

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Quadrant Private Wealth Management's CCI Position: Q2 2026 in Review

Quadrant Private Wealth Management reduced its Crown Castle (CCI) stake by 10% in Q2 2026, selling an estimated $72.9K and leaving 7,426 shares worth $562K. The position accounts for 0.13% of the portfolio, ranked #94.

Quadrant Private Wealth Management first reported a position in CCI in Q1 2020 and has held it in 25 quarters since. The position peaked at $694K in Q3 2024. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Quadrant Private Wealth Management held 7,426 shares of Crown Castle worth $562K as of Q2 2026.
  • Quadrant Private Wealth Management sold 830 Crown Castle shares in Q2 2026, an estimated $72.9K.
  • Crown Castle made up 0.13% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Quadrant Private Wealth Management first reported a position in Crown Castle in Q1 2020 and has held it in 25 quarters since.
  • Quadrant Private Wealth Management's Crown Castle position peaked at $694K in Q3 2024.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.