Alethea Capital Management’s Crown Castle CCI Stock Holding History

Alethea Capital Management’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	-4,941	Closed	-$477K	–	16
2025 Q3	$477K	Buy	+4,941	New	+$500K	0.31%	20
2021 Q4	–	Sell	-3,547	Closed	-$615K	–	96
2021 Q3	$615K	Buy	+3,547	New	+$686K	0.54%	28
2021 Q2	–	Sell	-5,103	Closed	-$878K	–	92
2021 Q1	$878K	Buy	+5,103	New	+$817K	0.54%	24
2020 Q3	–	Sell	-1,551	Closed	-$260K	–	74
2020 Q2	$260K	Sell	1,551 -78	-5%	-$12.6K	0.15%	73
2020 Q1	$235K	Buy	+1,629	New	+$243K	0.15%	69
2017 Q4	–	Sell	-24,796	Closed	-$2.48M	–	80
2017 Q3	$2.48M	Buy	+24,796	New	+$2.54M	2.91%	7
2015 Q2	–	Sell	-20,976	Closed	-$1.73M	–	75
2015 Q1	$1.73M	Buy	+20,976	New	+$1.79M	1.91%	24

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

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 $303B AUM 30.15% 1-Year Est. Return

Alethea Capital Management's CCI Position: Q4 2025 in Review

Alethea Capital Management sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 4,941 shares — an estimated $477K sold.

Alethea Capital Management first reported a position in CCI in Q1 2015 and held it in 7 quarters. The position peaked at $2.48M in Q3 2017. 1,028 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

Alethea Capital Management reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
Alethea Capital Management sold 4,941 Crown Castle shares in Q4 2025, an estimated $477K.
Alethea Capital Management first reported a position in Crown Castle in Q1 2015 and held it in 7 quarters.
Alethea Capital Management's Crown Castle position peaked at $2.48M in Q3 2017.
1,028 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Alethea Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.