Concord Wealth Partners’s Crown Castle CCI Stock Holding History

Concord Wealth 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 Q2	–	Sell	-56	Closed	-$5.84K	–	871
2025 Q1	$5.84K	Hold	56	–	–	﹤0.01%	567
2024 Q4	$5.08K	Sell	56 -56	-50%	-$5.86K	﹤0.01%	598
2024 Q3	$13.3K	Hold	112	–	–	﹤0.01%	527
2024 Q2	$10.9K	Hold	112	–	–	﹤0.01%	498
2024 Q1	$11.9K	Hold	112	–	–	﹤0.01%	556
2023 Q4	$12.9K	Sell	112 -86	-43%	-$8.81K	﹤0.01%	537
2023 Q3	$18.2K	Sell	198 -5	-2%	-$518	﹤0.01%	523
2023 Q2	$23.1K	Hold	203	–	–	0.01%	486
2023 Q1	$27.2K	Sell	203 -161	-44%	-$22.3K	0.01%	438
2022 Q4	$49.4K	Buy	+364	New	+$49.2K	0.01%	378
2022 Q3	–	Sell	-359	Closed	-$60K	–	305
2022 Q2	$60K	Hold	359	–	–	0.02%	332
2022 Q1	$66K	Sell	359 -4	-1%	-$712	0.02%	379
2021 Q4	$76K	Buy	363 +213	+142%	+$39.3K	0.02%	355
2021 Q3	$26K	Sell	150 -173	-54%	-$33.4K	0.01%	330
2021 Q2	$63K	Buy	323 +31	+11%	+$5.8K	0.02%	310
2021 Q1	$50K	Buy	+292	New	+$46.8K	0.02%	338

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's CCI Position: Q2 2025 in Review

Concord Wealth Partners sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 56 shares — an estimated $5.84K sold.

Concord Wealth Partners first reported a position in CCI in Q1 2021 and held it in 16 quarters. The position peaked at $76K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Concord Wealth Partners reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 56 Crown Castle shares in Q2 2025, an estimated $5.84K.
Concord Wealth Partners first reported a position in Crown Castle in Q1 2021 and held it in 16 quarters.
Concord Wealth Partners's Crown Castle position peaked at $76K in Q4 2021.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.