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SHP Wealth Management’s Crown Castle CCI Stock Holding History

SHP 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 		$158K Sell
1,937
-429
-18% -$36.9K 0.01% 312
2025
Q4 		$210K Buy
+2,366
New +$218K 0.02% 246

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

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

SHP Wealth Management reduced its Crown Castle (CCI) stake by 18% in Q1 2026, selling an estimated $36.9K and leaving 1,937 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #312.

SHP Wealth Management first reported a position in CCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $210K in Q4 2025. 956 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • SHP Wealth Management held 1,937 shares of Crown Castle worth $158K as of Q1 2026.
  • SHP Wealth Management sold 429 Crown Castle shares in Q1 2026, an estimated $36.9K.
  • Crown Castle made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #312 holding.
  • SHP Wealth Management first reported a position in Crown Castle in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Crown Castle position peaked at $210K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.