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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ritholtz Wealth Management's CCI Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Crown Castle (CCI) stake by 61% in Q1 2026, selling an estimated $642K and leaving 4,827 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #880.

Ritholtz Wealth Management first reported a position in CCI in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.01M in Q1 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Ritholtz Wealth Management held 4,827 shares of Crown Castle worth $392K as of Q1 2026.
Ritholtz Wealth Management sold 7,455 Crown Castle shares in Q1 2026, an estimated $642K.
Crown Castle made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #880 holding.
Ritholtz Wealth Management first reported a position in Crown Castle in Q1 2021 and has held it in 13 quarters since.
Ritholtz Wealth Management's Crown Castle position peaked at $2.01M in Q1 2025.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.