3Chopt Investment Partners’s Crown Castle CCI Stock Holding History

3Chopt Investment 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
2025 Q4	–	Sell	-2,206	Closed	-$213K	–	235
2025 Q3	$213K	Sell	2,206 -456	-17%	-$46.1K	0.05%	209
2025 Q2	$273K	Sell	2,662 -34	-1%	-$3.44K	0.07%	188
2025 Q1	$281K	Buy	+2,696	New	+$252K	0.07%	179
2024 Q3	–	Sell	-3,393	Closed	-$331K	–	89
2024 Q2	$331K	Buy	+3,393	New	+$334K	0.1%	151
2024 Q1	–	Sell	-3,347	Closed	-$386K	–	84
2023 Q4	$386K	Buy	+3,347	New	+$343K	0.14%	122
2023 Q3	–	Sell	-3,285	Closed	-$374K	–	75
2023 Q2	$374K	Sell	3,285 -353	-10%	-$42K	0.19%	103
2023 Q1	$487K	Buy	3,638 +291	+9%	+$40.2K	0.26%	90
2022 Q4	$454K	Buy	+3,347	New	+$453K	0.25%	85

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

3Chopt Investment Partners's CCI Position: Q4 2025 in Review

3Chopt Investment Partners sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,206 shares — an estimated $213K sold.

3Chopt Investment Partners first reported a position in CCI in Q4 2022 and held it in 8 quarters. The position peaked at $487K in Q1 2023. 1,029 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

3Chopt Investment Partners reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
3Chopt Investment Partners sold 2,206 Crown Castle shares in Q4 2025, an estimated $213K.
3Chopt Investment Partners first reported a position in Crown Castle in Q4 2022 and held it in 8 quarters.
3Chopt Investment Partners's Crown Castle position peaked at $487K in Q1 2023.
1,029 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on 3Chopt Investment Partners's 13F filing for Q4 2025, filed 10 Feb 2026.