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Waterfront Wealth’s Crown Castle CCI Stock Holding History

Waterfront Wealth’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 		– Sell
-7,790
Closed -$681K – 287
2025
Q4 		$681K Buy
7,790
+5
+0.1% +$460 0.13% 178
2025
Q3 		$767K Sell
7,785
-51
-0.7% -$5.16K 0.16% 167
2025
Q2 		$805K Sell
7,836
-325
-4% -$32.9K 0.18% 158
2025
Q1 		$851K Buy
8,161
+6
+0.1% +$560 0.21% 149
2024
Q4 		$740K Sell
8,155
-283
-3% -$29.6K 0.18% 158
2024
Q3 		$908K Buy
8,438
+146
+2% +$16.1K 0.22% 144
2024
Q2 		$810K Buy
8,292
+1,000
+14% +$98.5K 0.22% 143
2024
Q1 		$684K Buy
7,292
+1,777
+32% +$193K 0.19% 153
2023
Q4 		$635K Buy
5,515
+101
+2% +$10.3K 0.19% 150
2023
Q3 		$470K Buy
5,414
+1,783
+49% +$185K 0.15% 166
2023
Q2 		$200K Buy
+3,631
New +$432K 0.06% 238

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

Waterfront Wealth's CCI Position: Q1 2026 in Review

Waterfront Wealth sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 7,790 shares — an estimated $681K sold.

Waterfront Wealth first reported a position in CCI in Q2 2023 and held it in 11 quarters. The position peaked at $908K in Q3 2024. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Waterfront Wealth reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Waterfront Wealth sold 7,790 Crown Castle shares in Q1 2026, an estimated $681K.
  • Waterfront Wealth first reported a position in Crown Castle in Q2 2023 and held it in 11 quarters.
  • Waterfront Wealth's Crown Castle position peaked at $908K in Q3 2024.
  • 955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.