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United Capital Financial Advisors’s Crown Castle CCI Stock Holding History

United Capital Financial Advisors’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 		$1.9M Sell
23,352
-1,389
-6% -$120K 0.01% 565
2025
Q4 		$2.2M Sell
24,741
-7,838
-24% -$721K 0.01% 518
2025
Q3 		$3.14M Sell
32,579
-2,682
-8% -$271K 0.02% 371
2025
Q2 		$3.62M Sell
35,261
-169
-0.5% -$17.1K 0.03% 327
2025
Q1 		$3.69M Buy
35,430
+2,709
+8% +$253K 0.03% 314
2024
Q4 		$2.97M Sell
32,721
-7,324
-18% -$766K 0.03% 342
2024
Q3 		$4.75M Sell
40,045
-2,426
-6% -$267K 0.04% 271
2024
Q2 		$4.15M Sell
42,471
-2,761
-6% -$272K 0.04% 291
2024
Q1 		$4.79M Sell
45,232
-14,305
-24% -$1.56M 0.04% 293
2023
Q4 		$6.86M Sell
59,537
-86,352
-59% -$8.84M 0.06% 245
2023
Q3 		$13.4M Buy
145,889
+291
+0.2% +$30.1K 0.09% 194
2023
Q2 		$16.6M Buy
145,598
+1,424
+1% +$169K 0.09% 181
2023
Q1 		$19.3M Buy
144,174
+4,956
+4% +$685K 0.11% 171
2022
Q4 		$18.9M Buy
139,218
+1,970
+1% +$266K 0.11% 178
2022
Q3 		$19.8M Buy
137,248
+201
+0.1% +$34.4K 0.12% 160
2022
Q2 		$23.1M Sell
137,047
-1,582
-1% -$288K 0.13% 154
2022
Q1 		$25.6M Buy
138,629
+4,185
+3% +$745K 0.12% 165
2021
Q4 		$28.1M Buy
134,444
+1,338
+1% +$247K 0.13% 162
2021
Q3 		$23.1M Sell
133,106
-701
-0.5% -$136K 0.12% 171
2021
Q2 		$26.1M Buy
133,807
+2,712
+2% +$508K 0.13% 163
2021
Q1 		$22.6M Buy
131,095
+5,545
+4% +$888K 0.12% 171
2020
Q4 		$20M Buy
125,550
+733
+0.6% +$119K 0.12% 177
2020
Q3 		$20.8M Buy
124,817
+652
+0.5% +$108K 0.14% 165
2020
Q2 		$20.8M Sell
124,165
-2,710
-2% -$436K 0.15% 148
2020
Q1 		$18.3M Buy
126,875
+2,398
+2% +$358K 0.15% 151
2019
Q4 		$17.7M Buy
124,477
+1,880
+2% +$256K 0.11% 221
2019
Q3 		$17M Sell
122,597
-1,893
-2% -$262K 0.12% 213
2019
Q2 		$16.2M Buy
124,490
+1,232
+1% +$158K 0.11% 211
2019
Q1 		$15.8M Buy
123,258
+291
+0.2% +$34.1K 0.11% 201
2018
Q4 		$13.4M Buy
122,967
+3,785
+3% +$416K 0.11% 204
2018
Q3 		$13.3M Buy
119,182
+2,489
+2% +$277K 0.09% 241
2018
Q2 		$12.6M Buy
116,693
+1,059
+0.9% +$110K 0.09% 248
2018
Q1 		$12.7M Buy
115,634
+103,094
+822% +$11.2M 0.1% 239
2017
Q4 		$1.39M Buy
12,540
+748
+6% +$80.7K 0.01% 705
2017
Q3 		$1.18M Buy
11,792
+2,664
+29% +$272K 0.01% 731
2017
Q2 		$914K Buy
9,128
+2,231
+32% +$219K 0.01% 788
2017
Q1 		$651K Buy
6,897
+1,072
+18% +$95.9K 0.01% 852
2016
Q4 		$505K Sell
5,825
-1,050
-15% -$92K ﹤0.01% 934
2016
Q3 		$648K Buy
6,875
+2,823
+70% +$272K 0.01% 892
2016
Q2 		$409K Buy
4,052
+1,098
+37% +$99.7K ﹤0.01% 964
2016
Q1 		$256K Sell
2,954
-1,454
-33% -$123K ﹤0.01% 1046
2015
Q4 		$381K Buy
+4,408
New +$374K ﹤0.01% 954

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

United Capital Financial Advisors's CCI Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Crown Castle (CCI) stake by 5.6% in Q1 2026, selling an estimated $120K and leaving 23,352 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #565.

United Capital Financial Advisors first reported a position in CCI in Q4 2015 and has held it in 42 quarters since. The position peaked at $28.1M in Q4 2021. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • United Capital Financial Advisors held 23,352 shares of Crown Castle worth $1.9M as of Q1 2026.
  • United Capital Financial Advisors sold 1,389 Crown Castle shares in Q1 2026, an estimated $120K.
  • Crown Castle made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #565 holding.
  • United Capital Financial Advisors first reported a position in Crown Castle in Q4 2015 and has held it in 42 quarters since.
  • United Capital Financial Advisors's Crown Castle position peaked at $28.1M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.