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Ameritas Advisory Services’s Crown Castle CCI Stock Holding History

Ameritas Advisory Services’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
-254
Closed -$24.5K – 1099
2025
Q3 		$24.5K Sell
254
-348
-58% -$35.2K ﹤0.01% 1376
2025
Q2 		$61.8K Buy
+602
New +$60.9K ﹤0.01% 1205
2024
Q4 		– Sell
-4,455
Closed -$529K – 880
2024
Q3 		$529K Sell
4,455
-53
-1% -$5.84K 0.02% 533
2024
Q2 		$440K Sell
4,508
-483
-10% -$47.6K 0.02% 621
2024
Q1 		$513K Sell
4,991
-1,162
-19% -$126K 0.02% 549
2023
Q4 		$696K Sell
6,153
-160
-3% -$16.4K 0.04% 357
2023
Q3 		$579K Buy
6,313
+3,983
+171% +$413K 0.03% 468
2023
Q2 		$269K Sell
2,330
-9,348
-80% -$1.11M 0.03% 435
2023
Q1 		$1.48M Buy
11,678
+205
+2% +$28.3K 0.07% 246
2022
Q4 		$1.56M Buy
11,473
+529
+5% +$71.5K 0.07% 261
2022
Q3 		$1.58M Buy
10,944
+45
+0.4% +$7.7K 0.09% 209
2022
Q2 		$1.83M Buy
10,899
+56
+0.5% +$10.2K 0.11% 191
2022
Q1 		$2M Buy
10,843
+496
+5% +$88.3K 0.07% 211
2021
Q4 		$2.16M Buy
+10,347
New +$1.91M 0.08% 203

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

Ameritas Advisory Services's CCI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 254 shares — an estimated $24.5K sold.

Ameritas Advisory Services first reported a position in CCI in Q4 2021 and held it in 14 quarters. The position peaked at $2.16M in Q4 2021. 1,028 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 254 Crown Castle shares in Q4 2025, an estimated $24.5K.
  • Ameritas Advisory Services first reported a position in Crown Castle in Q4 2021 and held it in 14 quarters.
  • Ameritas Advisory Services's Crown Castle position peaked at $2.16M in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.