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Benedict Financial Advisors’s Crown Castle CCI Stock Holding History

Benedict Financial Advisors’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
Q3 		– Sell
-3,102
Closed -$319K – 130
2025
Q2 		$319K Buy
3,102
+21
+0.7% +$2.13K 0.07% 112
2025
Q1 		$321K Buy
3,081
+30
+1% +$2.8K 0.07% 113
2024
Q4 		$277K Buy
3,051
+39
+1% +$4.08K 0.07% 115
2024
Q3 		$357K Buy
3,012
+30
+1% +$3.3K 0.08% 112
2024
Q2 		$291K Buy
2,982
+35
+1% +$3.45K 0.07% 116
2024
Q1 		$312K Buy
2,947
+113
+4% +$12.3K 0.08% 116
2023
Q4 		$326K Buy
2,834
+193
+7% +$19.8K 0.09% 109
2023
Q3 		$243K Buy
+2,641
New +$274K 0.07% 117

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Benedict Financial Advisors's CCI Position: Q3 2025 in Review

Benedict Financial Advisors sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 3,102 shares — an estimated $319K sold.

Benedict Financial Advisors first reported a position in CCI in Q3 2023 and held it in 8 quarters. The position peaked at $357K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Benedict Financial Advisors reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Benedict Financial Advisors sold 3,102 Crown Castle shares in Q3 2025, an estimated $319K.
  • Benedict Financial Advisors first reported a position in Crown Castle in Q3 2023 and held it in 8 quarters.
  • Benedict Financial Advisors's Crown Castle position peaked at $357K in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Benedict Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.