CIC
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Chase Investment Counsel’s Crown Castle CCI Stock Holding History

Chase Investment Counsel’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
Q2 		– Sell
-4,600
Closed -$479K – 136
2025
Q1 		$479K Buy
4,600
+1,769
+62% +$165K 0.18% 91
2024
Q4 		$256K Buy
+2,831
New +$296K 0.08% 128
2023
Q4 		– Sell
-2,668
Closed -$245K – 120
2023
Q3 		$245K Buy
2,668
+225
+9% +$23.3K 0.12% 108
2023
Q2 		$278K Buy
2,443
+85
+4% +$10.1K 0.14% 86
2023
Q1 		$315K Buy
2,358
+465
+25% +$64.3K 0.17% 79
2022
Q4 		$256K Sell
1,893
-352
-16% -$47.6K 0.16% 79
2022
Q3 		$324K Buy
2,245
+4
+0.2% +$685 0.21% 66
2022
Q2 		$377K Buy
2,241
+131
+6% +$23.8K 0.2% 71
2022
Q1 		$389K Buy
2,110
+121
+6% +$21.5K 0.17% 75
2021
Q4 		$415K Buy
1,989
+30
+2% +$5.54K 0.17% 78
2021
Q3 		$339K Sell
1,959
-95
-5% -$18.4K 0.15% 82
2021
Q2 		$400K Sell
2,054
-145
-7% -$27.1K 0.17% 76
2021
Q1 		$378K Sell
2,199
-96
-4% -$15.4K 0.17% 77
2020
Q4 		$365K Buy
2,295
+317
+16% +$51.4K 0.16% 75
2020
Q3 		$329K Buy
+1,978
New +$326K 0.16% 75

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chase Investment Counsel's CCI Position: Q2 2025 in Review

Chase Investment Counsel sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 4,600 shares — an estimated $479K sold.

Chase Investment Counsel first reported a position in CCI in Q3 2020 and held it in 15 quarters. The position peaked at $479K in Q1 2025. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Chase Investment Counsel reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 4,600 Crown Castle shares in Q2 2025, an estimated $479K.
  • Chase Investment Counsel first reported a position in Crown Castle in Q3 2020 and held it in 15 quarters.
  • Chase Investment Counsel's Crown Castle position peaked at $479K in Q1 2025.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Chase Investment Counsel's 13F filing for Q2 2025, filed 5 Aug 2025.