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Accordant Advisory Group’s Crown Castle CCI Stock Holding History

Accordant Advisory Group’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
-250
Closed -$24.1K – 179
2025
Q3 		$24.1K Hold
250
– – 0.02% 113
2025
Q2 		$25.7K Hold
250
– – 0.02% 109
2025
Q1 		$26.1K Hold
250
– – 0.03% 89
2024
Q4 		$22.7K Buy
+250
New +$26.1K 0.02% 97
2024
Q3 		– Sell
-250
Closed -$27.5K – 90
2024
Q2 		$24.4K Buy
+250
New +$24.6K 0.02% 102

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Accordant Advisory Group's CCI Position: Q4 2025 in Review

Accordant Advisory Group sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 250 shares — an estimated $24.1K sold.

Accordant Advisory Group first reported a position in CCI in Q2 2024 and held it in 5 quarters. The position peaked at $26.1K in Q1 2025. 1,028 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Accordant Advisory Group reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Accordant Advisory Group sold 250 Crown Castle shares in Q4 2025, an estimated $24.1K.
  • Accordant Advisory Group first reported a position in Crown Castle in Q2 2024 and held it in 5 quarters.
  • Accordant Advisory Group's Crown Castle position peaked at $26.1K in Q1 2025.
  • 1,028 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Accordant Advisory Group's 13F filing for Q4 2025, filed 22 Jan 2026.