RWM
CCI icon

Rialto Wealth Management’s Crown Castle CCI Stock Holding History

Rialto 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 		$909 Buy
12
+6
+100% +$527 ﹤0.01% 1417
2026
Q1 		$488 Sell
6
-11
-65% -$947 ﹤0.01% 1408
2025
Q4 		$1.51K Buy
17
+12
+240% +$1.1K ﹤0.01% 857
2025
Q3 		$483 Sell
5
-12
-71% -$1.21K ﹤0.01% 1257
2025
Q2 		$1.75K Hold
17
– – ﹤0.01% 651
2025
Q1 		$1.77K Buy
+17
New +$1.59K ﹤0.01% 561

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

Rialto Wealth Management's CCI Position: Q2 2026 in Review

Rialto Wealth Management increased its Crown Castle (CCI) stake by 100% in Q2 2026, buying an estimated $527 and bringing the position to 12 shares worth $909. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Rialto Wealth Management first reported a position in CCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.77K in Q1 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Rialto Wealth Management held 12 shares of Crown Castle worth $909 as of Q2 2026.
  • Rialto Wealth Management bought 6 Crown Castle shares in Q2 2026, an estimated $527.
  • Crown Castle made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1417 holding.
  • Rialto Wealth Management first reported a position in Crown Castle in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's Crown Castle position peaked at $1.77K in Q1 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.