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Root Financial Partners’s Crown Castle CCI Stock Holding History

Root Financial Partners’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 		$894 Sell
11
-303
-96% -$26.1K ﹤0.01% 2653
2025
Q4 		$27.9K Sell
314
-557
-64% -$51.2K ﹤0.01% 992
2025
Q3 		$84K Buy
+871
New +$88.2K 0.01% 497

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Root Financial Partners's CCI Position: Q1 2026 in Review

Root Financial Partners reduced its Crown Castle (CCI) stake by 96% in Q1 2026, selling an estimated $26.1K and leaving 11 shares worth $894. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Root Financial Partners first reported a position in CCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $84K in Q3 2025. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Root Financial Partners held 11 shares of Crown Castle worth $894 as of Q1 2026.
  • Root Financial Partners sold 303 Crown Castle shares in Q1 2026, an estimated $26.1K.
  • Crown Castle made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2653 holding.
  • Root Financial Partners first reported a position in Crown Castle in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Crown Castle position peaked at $84K in Q3 2025.
  • 955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.