XML Financial’s Crown Castle CCI Stock Holding History

XML Financial’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	-2,489	Closed	-$221K	–	427
2025 Q4	$221K	Buy	2,489 +389	+19%	+$35.8K	0.02%	396
2025 Q3	$203K	Sell	2,100 -100	-5%	-$10.1K	0.02%	371
2025 Q2	$226K	Hold	2,200	–	–	0.02%	340
2025 Q1	$229K	Buy	+2,200	New	+$205K	0.02%	320

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 $3.37T AUM 44.26% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

XML Financial's CCI Position: Q1 2026 in Review

XML Financial sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2,489 shares — an estimated $221K sold.

XML Financial first reported a position in CCI in Q1 2025 and held it in 4 quarters. The position peaked at $229K in Q1 2025. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

XML Financial reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
XML Financial sold 2,489 Crown Castle shares in Q1 2026, an estimated $221K.
XML Financial first reported a position in Crown Castle in Q1 2025 and held it in 4 quarters.
XML Financial's Crown Castle position peaked at $229K in Q1 2025.
957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.