WAP
CCI icon

Wealthcare Advisory Partners’s Crown Castle CCI Stock Holding History

Wealthcare Advisory 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
Q2 		$237K Buy
3,133
+404
+15% +$35.5K ﹤0.01% 973
2026
Q1 		$222K Sell
2,729
-103
-4% -$8.87K ﹤0.01% 983
2025
Q4 		$252K Buy
2,832
+526
+23% +$48.4K ﹤0.01% 946
2025
Q3 		$222K Buy
2,306
+191
+9% +$19.3K ﹤0.01% 942
2025
Q2 		$217K Sell
2,115
-2,324
-52% -$235K 0.01% 911
2025
Q1 		$463K Buy
4,439
+163
+4% +$15.2K 0.01% 610
2024
Q4 		$388K Buy
+4,276
New +$447K 0.01% 634
2024
Q3 		– Sell
-2,133
Closed -$208K – 882
2024
Q2 		$208K Buy
+2,133
New +$210K 0.01% 779
2023
Q3 		– Sell
-3,443
Closed -$392K – 703
2023
Q2 		$392K Buy
3,443
+628
+22% +$74.7K 0.02% 498
2023
Q1 		$377K Buy
2,815
+88
+3% +$12.2K 0.02% 525
2022
Q4 		$370K Buy
2,727
+588
+27% +$79.5K 0.02% 486
2022
Q3 		$309K Buy
2,139
+398
+23% +$68.1K 0.02% 476
2022
Q2 		$293K Sell
1,741
-128
-7% -$23.3K 0.02% 431
2022
Q1 		$345K Sell
1,869
-35
-2% -$6.23K 0.02% 379
2021
Q4 		$397K Buy
1,904
+91
+5% +$16.8K 0.02% 369
2021
Q3 		$314K Buy
1,813
+639
+54% +$124K 0.02% 403
2021
Q2 		$229K Buy
1,174
+226
+24% +$42.3K 0.02% 492
2021
Q1 		$163K Buy
+948
New +$152K 0.01% 526
2020
Q2 		– Sell
-443
Closed -$64K – 464
2020
Q1 		$64K Sell
443
-85
-16% -$12.7K 0.01% 459
2019
Q4 		$75K Sell
528
-233
-31% -$31.8K 0.01% 465
2019
Q3 		$106K Sell
761
-333
-30% -$46.1K 0.02% 374
2019
Q2 		$143K Buy
1,094
+3
+0.3% +$386 0.02% 315
2019
Q1 		$140K Buy
1,091
+102
+10% +$12K 0.02% 284
2018
Q4 		$107K Buy
989
+212
+27% +$23.3K 0.02% 297
2018
Q3 		$86K Buy
777
+2
+0.3% +$223 0.02% 361
2018
Q2 		$84K Buy
775
+407
+111% +$42.3K 0.02% 368
2018
Q1 		$40K Sell
368
-641
-64% -$69.6K 0.01% 439
2017
Q4 		$112K Buy
1,009
+20
+2% +$2.16K 0.03% 241
2017
Q3 		$99K Buy
+989
New +$101K 0.03% 213

Other funds holding CCI

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealthcare Advisory Partners's CCI Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Crown Castle (CCI) stake by 15% in Q2 2026, buying an estimated $35.5K and bringing the position to 3,133 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Wealthcare Advisory Partners first reported a position in CCI in Q3 2017 and has held it in 29 quarters since. The position peaked at $463K in Q1 2025. 175 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Wealthcare Advisory Partners held 3,133 shares of Crown Castle worth $237K as of Q2 2026.
  • Wealthcare Advisory Partners bought 404 Crown Castle shares in Q2 2026, an estimated $35.5K.
  • Crown Castle made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #973 holding.
  • Wealthcare Advisory Partners first reported a position in Crown Castle in Q3 2017 and has held it in 29 quarters since.
  • Wealthcare Advisory Partners's Crown Castle position peaked at $463K in Q1 2025.
  • 175 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.