ACM
CCI icon

Ategra Capital Management’s Crown Castle CCI Stock Holding History

Ategra 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
Q1 		– Sell
-15,560
Closed -$1.41M – 22
2024
Q4 		$1.41M Buy
+15,560
New +$1.63M 0.93% 18
2021
Q2 		– Sell
-1,169
Closed -$201K – 115
2021
Q1 		$201K Buy
+1,169
New +$187K 0.11% 103

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ategra Capital Management's CCI Position: Q1 2025 in Review

Ategra Capital Management sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 15,560 shares — an estimated $1.41M sold.

Ategra Capital Management first reported a position in CCI in Q1 2021 and held it in 2 quarters. The position peaked at $1.41M in Q4 2024. 1,104 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Ategra Capital Management reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Ategra Capital Management sold 15,560 Crown Castle shares in Q1 2025, an estimated $1.41M.
  • Ategra Capital Management first reported a position in Crown Castle in Q1 2021 and held it in 2 quarters.
  • Ategra Capital Management's Crown Castle position peaked at $1.41M in Q4 2024.
  • 1,104 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Ategra Capital Management's 13F filing for Q1 2025, filed 15 May 2025.