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Caldwell Trust’s Crown Castle CCI Stock Holding History

Caldwell Trust’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
-100
Closed -$9.65K – 761
2025
Q3 		$9.65K Hold
100
– – ﹤0.01% 644
2025
Q2 		$10.3K Sell
100
-8
-7% -$810 ﹤0.01% 635
2025
Q1 		$11.3K Sell
108
-2
-2% -$187 ﹤0.01% 623
2024
Q4 		$9.98K Sell
110
-104
-49% -$10.9K ﹤0.01% 609
2024
Q3 		$25.4K Buy
214
+79
+59% +$8.7K ﹤0.01% 531
2024
Q2 		$13.2K Hold
135
– – ﹤0.01% 588
2024
Q1 		$14.3K Hold
135
– – ﹤0.01% 593
2023
Q4 		$15.6K Sell
135
-43
-24% -$4.4K ﹤0.01% 575
2023
Q3 		$16.4K Sell
178
-115
-39% -$11.9K ﹤0.01% 570
2023
Q2 		$33.4K Buy
293
+78
+36% +$9.28K ﹤0.01% 499
2023
Q1 		$28.8K Hold
215
– – ﹤0.01% 505
2022
Q4 		$29.2K Sell
215
-19
-8% -$2.57K ﹤0.01% 493
2022
Q3 		$33.8K Buy
+234
New +$40K 0.01% 481
2022
Q1 		– Sell
-25
Closed -$5.22K – 750
2021
Q4 		$5.22K Hold
25
– – ﹤0.01% 678
2021
Q3 		$4.33K Sell
25
-5
-17% -$967 ﹤0.01% 681
2021
Q2 		$5.85K Hold
30
– – ﹤0.01% 674
2021
Q1 		$5.16K Hold
30
– – ﹤0.01% 670
2020
Q4 		$4.78K Sell
30
-415
-93% -$67.3K ﹤0.01% 672
2020
Q3 		$74.1K Sell
445
-160
-26% -$26.4K 0.01% 360
2020
Q2 		$101K Hold
605
– – 0.02% 332
2020
Q1 		$87.4K Buy
605
+100
+20% +$14.9K 0.02% 337
2019
Q4 		$71.8K Buy
+505
New +$68.9K 0.01% 408

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

Caldwell Trust's CCI Position: Q4 2025 in Review

Caldwell Trust sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 100 shares — an estimated $9.65K sold.

Caldwell Trust first reported a position in CCI in Q4 2019 and held it in 22 quarters. The position peaked at $101K in Q2 2020. 1,029 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Caldwell Trust reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 100 Crown Castle shares in Q4 2025, an estimated $9.65K.
  • Caldwell Trust first reported a position in Crown Castle in Q4 2019 and held it in 22 quarters.
  • Caldwell Trust's Crown Castle position peaked at $101K in Q2 2020.
  • 1,029 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.