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Castleview Partners’s Crown Castle CCI Stock Holding History

Castleview Partners’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
-178
Closed -$15.9K – 237
2024
Q4 		$15.9K Sell
178
-108
-38% -$11.3K 0.01% 506
2024
Q3 		$33.9K Sell
286
-150
-34% -$16.5K 0.02% 381
2024
Q2 		$42.6K Sell
436
-49
-10% -$4.83K 0.02% 349
2024
Q1 		$51.3K Sell
485
-761
-61% -$82.8K 0.03% 354
2023
Q4 		$143K Buy
1,246
+309
+33% +$31.6K 0.1% 163
2023
Q3 		$86.2K Buy
937
+364
+64% +$37.7K 0.08% 195
2023
Q2 		$65.3K Buy
573
+123
+27% +$14.6K 0.06% 227
2023
Q1 		$60.2K Buy
450
+97
+27% +$13.4K 0.05% 251
2022
Q4 		$47.9K Buy
353
+38
+12% +$5.14K 0.05% 234
2022
Q3 		$46K Sell
315
-1,920
-86% -$329K 0.04% 263
2022
Q2 		$433K Buy
2,235
+1,845
+473% +$336K 0.34% 65
2022
Q1 		$71K Sell
390
-82,897
-100% -$14.8M 0.04% 305
2021
Q4 		$399 Buy
+83,287
New +$15.4M ﹤0.01% 566
2021
Q2 		$30K Buy
+152
New +$28.5K 0.01% 493

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

Castleview Partners's CCI Position: Q1 2025 in Review

Castleview Partners sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 178 shares — an estimated $15.9K sold.

Castleview Partners first reported a position in CCI in Q2 2021 and held it in 14 quarters. The position peaked at $433K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Castleview Partners reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 178 Crown Castle shares in Q1 2025, an estimated $15.9K.
  • Castleview Partners first reported a position in Crown Castle in Q2 2021 and held it in 14 quarters.
  • Castleview Partners's Crown Castle position peaked at $433K in Q2 2022.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.