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CreativeOne Wealth’s Crown Castle CCI Stock Holding History

CreativeOne Wealth’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
-2,548
Closed -$266K – 1124
2025
Q1 		$266K Sell
2,548
-110
-4% -$10.3K 0.01% 903
2024
Q4 		$241K Sell
2,658
-250
-9% -$26.1K 0.01% 955
2024
Q3 		$345K Buy
2,908
+74
+3% +$8.15K 0.01% 740
2024
Q2 		$277K Buy
2,834
+864
+44% +$85.1K 0.01% 641
2024
Q1 		$209K Buy
+1,970
New +$214K 0.01% 832
2023
Q3 		– Sell
-2,308
Closed -$263K – 617
2023
Q2 		$263K Sell
2,308
-32
-1% -$3.81K 0.01% 685
2023
Q1 		$313K Buy
2,340
+143
+7% +$19.8K 0.02% 621
2022
Q4 		$298K Buy
2,197
+102
+5% +$13.8K 0.02% 571
2022
Q3 		$303K Buy
2,095
+279
+15% +$47.7K 0.02% 542
2022
Q2 		$306K Buy
1,816
+249
+16% +$45.3K 0.02% 551
2022
Q1 		$289K Buy
1,567
+36
+2% +$6.41K 0.02% 586
2021
Q4 		$319K Buy
1,531
+375
+32% +$69.2K 0.02% 578
2021
Q3 		$200K Buy
+1,156
New +$223K 0.01% 669

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CreativeOne Wealth's CCI Position: Q2 2025 in Review

CreativeOne Wealth sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 2,548 shares — an estimated $266K sold.

CreativeOne Wealth first reported a position in CCI in Q3 2021 and held it in 13 quarters. The position peaked at $345K in Q3 2024. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • CreativeOne Wealth reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 2,548 Crown Castle shares in Q2 2025, an estimated $266K.
  • CreativeOne Wealth first reported a position in Crown Castle in Q3 2021 and held it in 13 quarters.
  • CreativeOne Wealth's Crown Castle position peaked at $345K in Q3 2024.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.