Sagespring Wealth Partners’s Crown Castle CCI Stock Holding History

Sagespring Wealth 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	$508K	Buy	6,250 +61	+1%	+$5.25K	0.01%	494
2025 Q4	$550K	Sell	6,189 -1,407	-19%	-$129K	0.01%	450
2025 Q3	$733K	Sell	7,596 -653	-8%	-$66.1K	0.01%	368
2025 Q2	$847K	Buy	8,249 +1,156	+16%	+$117K	0.02%	316
2025 Q1	$739K	Buy	7,093 +1,240	+21%	+$116K	0.02%	300
2024 Q4	$531K	Buy	+5,853	New	+$612K	0.01%	334

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

Sagespring Wealth Partners's CCI Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Crown Castle (CCI) stake by 0.99% in Q1 2026, buying an estimated $5.25K and bringing the position to 6,250 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #494.

Sagespring Wealth Partners first reported a position in CCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $847K in Q2 2025. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Sagespring Wealth Partners held 6,250 shares of Crown Castle worth $508K as of Q1 2026.
Sagespring Wealth Partners bought 61 Crown Castle shares in Q1 2026, an estimated $5.25K.
Crown Castle made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #494 holding.
Sagespring Wealth Partners first reported a position in Crown Castle in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Crown Castle position peaked at $847K in Q2 2025.
955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.