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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
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
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

Wealthspire Advisors (New York)'s CCI Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2,730 shares — an estimated $243K sold.

Wealthspire Advisors (New York) first reported a position in CCI in Q4 2018 and held it in 13 quarters. The position peaked at $1.19M in Q1 2021. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,730 Crown Castle shares in Q1 2026, an estimated $243K.
  • Wealthspire Advisors (New York) first reported a position in Crown Castle in Q4 2018 and held it in 13 quarters.
  • Wealthspire Advisors (New York)'s Crown Castle position peaked at $1.19M in Q1 2021.
  • 955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.