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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
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

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

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

Ritholtz Wealth Management reduced its Crown Castle (CCI) stake by 11% in Q2 2026, selling an estimated $46.4K and leaving 4,299 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Ritholtz Wealth Management first reported a position in CCI in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.01M in Q1 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Ritholtz Wealth Management held 4,299 shares of Crown Castle worth $326K as of Q2 2026.
  • Ritholtz Wealth Management sold 528 Crown Castle shares in Q2 2026, an estimated $46.4K.
  • Crown Castle made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1013 holding.
  • Ritholtz Wealth Management first reported a position in Crown Castle in Q1 2021 and has held it in 14 quarters since.
  • Ritholtz Wealth Management's Crown Castle position peaked at $2.01M in Q1 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.