Advisors Management Group’s Crown Castle CCI Stock Holding History

Advisors Management 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 Q2	–	Sell	-3,089	Closed	-$322K	–	150
2025 Q1	$322K	Sell	3,089 -19	-0.6%	-$1.77K	0.07%	118
2024 Q4	$282K	Hold	3,108	–	–	0.07%	129
2024 Q3	$369K	Sell	3,108 -43	-1%	-$4.74K	0.09%	115
2024 Q2	$308K	Buy	3,151 +55	+2%	+$5.42K	0.08%	121
2024 Q1	$328K	Buy	3,096 +26	+0.8%	+$2.83K	0.08%	118
2023 Q4	$354K	Buy	3,070 +369	+14%	+$37.8K	0.1%	111
2023 Q3	$249K	Buy	+2,701	New	+$280K	0.08%	123
2022 Q2	–	Sell	-1,154	Closed	-$213K	–	135
2022 Q1	$213K	Sell	1,154 -13	-1%	-$2.31K	0.07%	120
2021 Q4	$244K	Hold	1,167	–	–	0.07%	116
2021 Q3	$202K	Sell	1,167 -73	-6%	-$14.1K	0.06%	124
2021 Q2	$242K	Buy	+1,240	New	+$232K	0.07%	116

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisors Management Group's CCI Position: Q2 2025 in Review

Advisors Management Group sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 3,089 shares — an estimated $322K sold.

Advisors Management Group first reported a position in CCI in Q2 2021 and held it in 11 quarters. The position peaked at $369K in Q3 2024. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Advisors Management Group reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Advisors Management Group sold 3,089 Crown Castle shares in Q2 2025, an estimated $322K.
Advisors Management Group first reported a position in Crown Castle in Q2 2021 and held it in 11 quarters.
Advisors Management Group's Crown Castle position peaked at $369K in Q3 2024.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Advisors Management Group's 13F filing for Q2 2025, filed 16 Jul 2025.