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Cornerstone Advisory’s Crown Castle CCI Stock Holding History

Cornerstone Advisory’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
-2,855
Closed -$293K – 247
2025
Q2 		$293K Sell
2,855
-85
-3% -$8.6K 0.03% 188
2025
Q1 		$313K Buy
2,940
+132
+5% +$12.3K 0.04% 174
2024
Q4 		$247K Hold
2,808
– – 0.03% 209
2024
Q3 		$333K Sell
2,808
-605
-18% -$66.6K 0.04% 170
2024
Q2 		$333K Sell
3,413
-4,700
-58% -$463K 0.05% 158
2024
Q1 		$859K Sell
8,113
-175
-2% -$19K 0.12% 96
2023
Q4 		$955K Sell
8,288
-507
-6% -$51.9K 0.15% 84
2023
Q3 		$809K Sell
8,795
-838
-9% -$86.8K 0.14% 91
2023
Q2 		$1.1M Buy
9,633
+2,393
+33% +$285K 0.19% 72
2023
Q1 		$969K Buy
7,240
+2,523
+53% +$349K 0.17% 85
2022
Q4 		$640K Sell
4,717
-1,170
-20% -$158K 0.13% 106
2022
Q3 		$851K Buy
5,887
+883
+18% +$151K 0.19% 82
2022
Q2 		$842K Sell
5,004
-3,617
-42% -$658K 0.19% 84
2022
Q1 		$1.59M Buy
8,621
+287
+3% +$51.1K 0.24% 68
2021
Q4 		$1.74M Sell
8,334
-1,991
-19% -$368K 0.25% 66
2021
Q3 		$1.79M Sell
10,325
-600
-5% -$116K 0.3% 56
2021
Q2 		$2.13M Sell
10,925
-3,475
-24% -$651K 0.36% 51
2021
Q1 		$2.48M Buy
14,400
+1,100
+8% +$176K 0.47% 43
2020
Q4 		$2.12M Buy
13,300
+9,210
+225% +$1.49M 0.43% 50
2020
Q3 		$681K Buy
4,090
+1,640
+67% +$271K 0.16% 110
2020
Q2 		$410K Buy
2,450
+1,050
+75% +$169K 0.11% 128
2020
Q1 		$202K Buy
+1,400
New +$209K 0.06% 146

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cornerstone Advisory's CCI Position: Q3 2025 in Review

Cornerstone Advisory sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,855 shares — an estimated $293K sold.

Cornerstone Advisory first reported a position in CCI in Q1 2020 and held it in 22 quarters. The position peaked at $2.48M in Q1 2021. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Cornerstone Advisory reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Advisory sold 2,855 Crown Castle shares in Q3 2025, an estimated $293K.
  • Cornerstone Advisory first reported a position in Crown Castle in Q1 2020 and held it in 22 quarters.
  • Cornerstone Advisory's Crown Castle position peaked at $2.48M in Q1 2021.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

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