Cornerstone Advisors’s Crown Castle CCI Stock Holding History

Cornerstone Advisors’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 Q3	–	Sell	-1,000	Closed	-$103K	–	243
2025 Q2	$103K	Hold	1,000	–	–	﹤0.01%	263
2025 Q1	$104K	Hold	1,000	–	–	﹤0.01%	259
2024 Q4	$90.8K	Hold	1,000	–	–	﹤0.01%	261
2024 Q3	$119K	Hold	1,000	–	–	﹤0.01%	276
2024 Q2	$97.7K	Hold	1,000	–	–	﹤0.01%	294
2024 Q1	$106K	Buy	+1,000	New	+$109K	﹤0.01%	305
2023 Q4	–	Sell	-2,600	Closed	-$239K	–	299
2023 Q3	$239K	Buy	+2,600	New	+$269K	0.01%	299
2023 Q1	–	Sell	-2,200	Closed	-$298K	–	182
2022 Q4	$298K	Hold	2,200	–	–	0.01%	176
2022 Q3	$318K	Sell	2,200 -5,800	-73%	-$993K	0.02%	192
2022 Q2	$1.35M	Buy	+8,000	New	+$1.46M	0.07%	166
2020 Q2	–	Sell	-35,000	Closed	-$5.05M	–	193
2020 Q1	$5.05M	Hold	35,000	–	–	0.56%	42
2019 Q4	$4.97M	Buy	+35,000	New	+$4.77M	0.41%	71
2019 Q1	$4.48M	Hold	35,000	–	–	0.36%	76
2018 Q4	$3.8M	Buy	+35,000	New	+$3.85M	0.33%	82

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 $3.38T AUM 44.17% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cornerstone Advisors's CCI Position: Q3 2025 in Review

Cornerstone Advisors sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 1,000 shares — an estimated $103K sold.

Cornerstone Advisors first reported a position in CCI in Q4 2018 and held it in 14 quarters. The position peaked at $5.05M in Q1 2020. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

Cornerstone Advisors reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
Cornerstone Advisors sold 1,000 Crown Castle shares in Q3 2025, an estimated $103K.
Cornerstone Advisors first reported a position in Crown Castle in Q4 2018 and held it in 14 quarters.
Cornerstone Advisors's Crown Castle position peaked at $5.05M in Q1 2020.
1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Cornerstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.