Congress Wealth Management’s Crown Castle CCI Stock Holding History

Congress Wealth Management’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	$517K	Buy	5,032 +992	+25%	+$100K	0.01%	912
2025 Q1	$421K	Buy	+4,040	New	+$377K	0.01%	861
2024 Q1	–	Sell	-59,621	Closed	-$6.87M	–	586
2023 Q4	$6.87M	Buy	59,621 +255	+0.4%	+$26.1K	0.13%	191
2023 Q3	$5.46M	Sell	59,366 -3,793	-6%	-$393K	0.11%	204
2023 Q2	$7.2M	Buy	63,159 +899	+1%	+$107K	0.17%	157
2023 Q1	$8.33M	Buy	62,260 +7,488	+14%	+$1.04M	0.2%	146
2022 Q4	$7.43M	Buy	54,772 +1,280	+2%	+$173K	0.19%	155
2022 Q3	$7.73M	Buy	53,492 +1,865	+4%	+$319K	0.21%	146
2022 Q2	$8.69M	Sell	51,627 -675	-1%	-$123K	0.22%	136
2022 Q1	$9.65M	Buy	52,302 +1,960	+4%	+$349K	0.21%	144
2021 Q4	$10.5M	Buy	+50,342	New	+$9.3M	0.21%	143

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's CCI Position: Q2 2025 in Review

Congress Wealth Management increased its Crown Castle (CCI) stake by 25% in Q2 2025, buying an estimated $100K and bringing the position to 5,032 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #912.

Congress Wealth Management first reported a position in CCI in Q4 2021 and has held it in 11 quarters since. The position peaked at $10.5M in Q4 2021. 1,078 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Congress Wealth Management held 5,032 shares of Crown Castle worth $517K as of Q2 2025.
Congress Wealth Management bought 992 Crown Castle shares in Q2 2025, an estimated $100K.
Crown Castle made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #912 holding.
Congress Wealth Management first reported a position in Crown Castle in Q4 2021 and has held it in 11 quarters since.
Congress Wealth Management's Crown Castle position peaked at $10.5M in Q4 2021.
1,078 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.