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Wealth Preservation Advisors’s Crown Castle CCI Stock Holding History

Wealth Preservation 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 		– Sell
-13
Closed -$1.16K – 1048
2025
Q4 		$1.16K Hold
13
– – ﹤0.01% 562
2025
Q3 		$1.25K Hold
13
– – ﹤0.01% 533
2025
Q2 		$1.33K Hold
13
– – ﹤0.01% 528
2025
Q1 		$1.35K Buy
+13
New +$1.21K ﹤0.01% 504

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealth Preservation Advisors's CCI Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 13 shares — an estimated $1.16K sold.

Wealth Preservation Advisors first reported a position in CCI in Q1 2025 and held it in 4 quarters. The position peaked at $1.35K in Q1 2025. 958 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 13 Crown Castle shares in Q1 2026, an estimated $1.16K.
  • Wealth Preservation Advisors first reported a position in Crown Castle in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Crown Castle position peaked at $1.35K in Q1 2025.
  • 958 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.