Back to CCI
Compass Wealth Management LLC → CCI
Compass Wealth Management LLC CCI Position History
Crown Castle Inc. • Real Estate
Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.2M |
| Q4 2025 | $6.2M |
| Q1 2026 | $5.9M |
| Q2 2026 | $5.4M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 58.4K | — | — |
| Q2 2026 | $5.4M | 71.6K | — | — |
| Q1 2026 | $5.9M | 72.6K | — | — |
| Q4 2025 | $6.2M | 70.0K | — | — |
| Q3 2025 | $6.2M | 64.4K | — | — |
Other funds holding CCI
$6.9B
$6.9B
$6.3B
$5.8B
$2.5B
$2.5B
$2.2B
$2.2B