Ritholtz Wealth Management
CCI icon

Ritholtz Wealth Management’s Crown Castle CCI Stock Holding History

Ritholtz 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
Q3 		– Sell
-4,299
Closed -$326K – 1425
2026
Q2 		$326K Sell
4,299
-528
-11% -$46.4K ﹤0.01% 1013
2026
Q1 		$392K Sell
4,827
-7,455
-61% -$642K 0.01% 880
2025
Q4 		$1.09M Sell
12,282
-3,255
-21% -$299K 0.02% 488
2025
Q3 		$1.5M Sell
15,537
-346
-2% -$35K 0.03% 408
2025
Q2 		$1.63M Sell
15,883
-3,448
-18% -$349K 0.04% 346
2025
Q1 		$2.01M Buy
+19,331
New +$1.8M 0.06% 249
2023
Q1 		– Sell
-2,046
Closed -$278K – 647
2022
Q4 		$278K Sell
2,046
-335
-14% -$45.3K 0.02% 472
2022
Q3 		$344K Buy
2,381
+73
+3% +$12.5K 0.02% 501
2022
Q2 		$389K Buy
2,308
+620
+37% +$113K 0.02% 373
2022
Q1 		$312K Sell
1,688
-98
-5% -$17.4K 0.02% 408
2021
Q4 		$373K Buy
1,786
+321
+22% +$59.3K 0.02% 364
2021
Q3 		$254K Sell
1,465
-427
-23% -$82.5K 0.02% 413
2021
Q2 		$369K Buy
1,892
+580
+44% +$109K 0.03% 326
2021
Q1 		$226K Buy
+1,312
New +$210K 0.02% 376

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

Ritholtz Wealth Management's CCI Position: Q3 2026 in Review

Ritholtz Wealth Management sold out of Crown Castle (CCI) in Q3 2026, closing a stake of 4,299 shares — an estimated $326K sold.

Ritholtz Wealth Management first reported a position in CCI in Q1 2021 and held it in 14 quarters. The position peaked at $2.01M in Q1 2025. 496 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Ritholtz Wealth Management reported no remaining Crown Castle position as of Q3 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,299 Crown Castle shares in Q3 2026, an estimated $326K.
  • Ritholtz Wealth Management first reported a position in Crown Castle in Q1 2021 and held it in 14 quarters.
  • Ritholtz Wealth Management's Crown Castle position peaked at $2.01M in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.