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Concourse Financial Group Securities’s Crown Castle CCI Stock Holding History

Concourse Financial Group Securities’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
-1,762
Closed -$156K – 316
2024
Q4 		$156K Sell
1,762
-364
-17% -$38.1K 0.01% 812
2024
Q3 		$252K Buy
2,126
+39
+2% +$4.3K 0.02% 635
2024
Q2 		$204K Buy
2,087
+2
+0.1% +$197 0.01% 683
2024
Q1 		$221K Sell
2,085
-38
-2% -$4.13K 0.01% 643
2023
Q4 		$245K Sell
2,123
-4,109
-66% -$421K 0.02% 602
2023
Q3 		$574K Sell
6,232
-1,070
-15% -$111K 0.04% 386
2023
Q2 		$832K Buy
7,302
+308
+4% +$36.7K 0.06% 316
2023
Q1 		$936K Buy
6,994
+122
+2% +$16.9K 0.07% 277
2022
Q4 		$932K Buy
6,872
+352
+5% +$47.6K 0.08% 269
2022
Q3 		$943K Sell
6,520
-1,141
-15% -$195K 0.09% 226
2022
Q2 		$1.29M Buy
7,661
+401
+6% +$73K 0.11% 198
2022
Q1 		$1.34M Buy
7,260
+807
+13% +$144K 0.1% 210
2021
Q4 		$1.35M Sell
6,453
-628
-9% -$116K 0.08% 251
2021
Q3 		$1.23M Sell
7,081
-466
-6% -$90.1K 0.07% 263
2021
Q2 		$1.47M Buy
7,547
+25
+0.3% +$4.68K 0.09% 215
2021
Q1 		$1.29M Buy
7,522
+570
+8% +$91.3K 0.09% 202
2020
Q4 		$1.11M Sell
6,952
-3,213
-32% -$521K 0.08% 211
2020
Q3 		$1.69M Sell
10,165
-572
-5% -$94.4K 0.15% 127
2020
Q2 		$1.8M Buy
10,737
+330
+3% +$53.1K 0.17% 112
2020
Q1 		$1.5M Buy
10,407
+1,450
+16% +$216K 0.17% 126
2019
Q4 		$1.27M Buy
8,957
+5,636
+170% +$769K 0.13% 140
2019
Q3 		$462K Sell
3,321
-784
-19% -$108K 0.12% 144
2019
Q2 		$535K Buy
4,105
+194
+5% +$24.9K 0.05% 251
2019
Q1 		$500K Buy
3,911
+1,019
+35% +$120K 0.05% 267
2018
Q4 		$314K Buy
2,892
+2,461
+571% +$270K 0.04% 335
2018
Q3 		$48K Buy
+431
New +$48K 0.01% 599

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

Concourse Financial Group Securities's CCI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 1,762 shares — an estimated $156K sold.

Concourse Financial Group Securities first reported a position in CCI in Q3 2018 and held it in 26 quarters. The position peaked at $1.8M in Q2 2020. 1,104 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,762 Crown Castle shares in Q1 2025, an estimated $156K.
  • Concourse Financial Group Securities first reported a position in Crown Castle in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Crown Castle position peaked at $1.8M in Q2 2020.
  • 1,104 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.