Wealthspire Advisors (New York)’s Crown Castle CCI Stock Holding History

Wealthspire Advisors (New York)’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	$387K	Buy	+5,113	New	+$449K	﹤0.01%	895
2026 Q1	–	Sell	-2,730	Closed	-$243K	–	956
2025 Q4	$243K	Buy	2,730 +2,489	+1,033%	+$229K	﹤0.01%	891
2025 Q3	$23.2K	Buy	+241	New	+$24.4K	﹤0.01%	1609
2023 Q1	–	Sell	-2,575	Closed	-$349K	–	545
2022 Q4	$349K	Buy	+2,575	New	+$348K	0.01%	429
2022 Q3	–	Sell	-1,976	Closed	-$333K	–	516
2022 Q2	$333K	Buy	+1,976	New	+$360K	0.01%	377
2022 Q1	–	Sell	-2,303	Closed	-$481K	–	451
2021 Q4	$481K	Sell	2,303 -108	-4%	-$19.9K	0.01%	328
2021 Q3	$418K	Buy	+2,411	New	+$466K	0.01%	393
2021 Q2	–	Sell	-6,924	Closed	-$1.19M	–	420
2021 Q1	$1.19M	Buy	6,924 +660	+11%	+$106K	0.03%	233
2020 Q4	$997K	Buy	6,264 +3,167	+102%	+$514K	0.03%	205
2020 Q3	$516K	Buy	3,097 +669	+28%	+$110K	0.03%	177
2020 Q2	$406K	Sell	2,428 -4,440	-65%	-$715K	0.03%	174
2020 Q1	$992K	Buy	6,868 +5,421	+375%	+$808K	0.04%	201
2019 Q4	$206K	Buy	+1,447	New	+$197K	0.02%	200
2019 Q1	–	Sell	-422	Closed	-$46K	–	169
2018 Q4	$46K	Buy	+422	New	+$46.4K	﹤0.01%	197

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s CCI Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Crown Castle (CCI) in Q2 2026: 5,113 shares worth $387K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in CCI as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in CCI in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.19M in Q1 2021. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Wealthspire Advisors (New York) held 5,113 shares of Crown Castle worth $387K as of Q2 2026.
Crown Castle was a new Wealthspire Advisors (New York) position in Q2 2026.
Crown Castle made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #895 holding.
Wealthspire Advisors (New York) first reported a position in Crown Castle in Q4 2018 and has held it in 14 quarters since.
Wealthspire Advisors (New York)'s Crown Castle position peaked at $1.19M in Q1 2021.
940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.