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Baker Avenue Asset Management’s Crown Castle CCI Stock Holding History

Baker Avenue Asset 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
-2,364
Closed -$228K – 635
2025
Q3 		$228K Buy
2,364
+246
+12% +$24.9K 0.01% 555
2025
Q2 		$218K Buy
+2,118
New +$214K 0.01% 456
2023
Q4 		– Sell
-403
Closed -$37.1K – 548
2023
Q3 		$37.1K Sell
403
-118
-23% -$12.2K ﹤0.01% 559
2023
Q2 		$59.3K Sell
521
-264
-34% -$31.4K ﹤0.01% 502
2023
Q1 		$105K Buy
785
+7
+0.9% +$968 0.01% 428
2022
Q4 		$106K Buy
+778
New +$105K 0.01% 397
2022
Q3 		– Sell
-1,515
Closed -$255K – 338
2022
Q2 		$255K Buy
1,515
+108
+8% +$19.6K 0.02% 278
2022
Q1 		$260K Buy
1,407
+251
+22% +$44.7K 0.01% 277
2021
Q4 		$241K Buy
+1,156
New +$213K 0.01% 293
2021
Q3 		– Sell
-1,305
Closed -$254K – 258
2021
Q2 		$254K Sell
1,305
-22
-2% -$4.12K 0.01% 220
2021
Q1 		$228K Buy
+1,327
New +$213K 0.01% 222
2020
Q4 		– Sell
-1,274
Closed -$212K – 238
2020
Q3 		$212K Sell
1,274
-25,158
-95% -$4.15M 0.02% 209
2020
Q2 		$4.42M Buy
+26,432
New +$4.26M 0.36% 62
2014
Q4 		– Sell
-6,050
Closed -$487K – 260
2014
Q3 		$487K Buy
6,050
+1,250
+26% +$96.6K 0.07% 158
2014
Q2 		$356K Buy
+4,800
New +$360K 0.05% 195

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Baker Avenue Asset Management's CCI Position: Q4 2025 in Review

Baker Avenue Asset Management sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,364 shares — an estimated $228K sold.

Baker Avenue Asset Management first reported a position in CCI in Q2 2014 and held it in 15 quarters. The position peaked at $4.42M in Q2 2020. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Baker Avenue Asset Management reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Baker Avenue Asset Management sold 2,364 Crown Castle shares in Q4 2025, an estimated $228K.
  • Baker Avenue Asset Management first reported a position in Crown Castle in Q2 2014 and held it in 15 quarters.
  • Baker Avenue Asset Management's Crown Castle position peaked at $4.42M in Q2 2020.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Baker Avenue Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.