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Daymark Wealth Partners’s Crown Castle CCI Stock Holding History

Daymark Wealth Partners’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
Q4 		– Sell
-2,429
Closed -$234K – 607
2025
Q3 		$234K Buy
2,429
+190
+8% +$19.2K 0.01% 552
2025
Q2 		$230K Buy
+2,239
New +$227K 0.01% 515
2024
Q4 		– Sell
-2,380
Closed -$282K – 499
2024
Q3 		$282K Buy
+2,380
New +$262K 0.01% 434
2024
Q2 		– Sell
-2,164
Closed -$229K – 500
2024
Q1 		$229K Buy
2,164
+166
+8% +$18.1K 0.01% 394
2023
Q4 		$230K Sell
1,998
-285
-12% -$29.2K 0.01% 364
2023
Q3 		$210K Sell
2,283
-268
-11% -$27.8K 0.01% 358
2023
Q2 		$291K Buy
2,551
+93
+4% +$11.1K 0.02% 300
2023
Q1 		$329K Buy
2,458
+569
+30% +$78.7K 0.04% 230
2022
Q4 		$256K Buy
+1,889
New +$255K 0.05% 199

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daymark Wealth Partners's CCI Position: Q4 2025 in Review

Daymark Wealth Partners sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,429 shares — an estimated $234K sold.

Daymark Wealth Partners first reported a position in CCI in Q4 2022 and held it in 9 quarters. The position peaked at $329K in Q1 2023. 1,032 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Daymark Wealth Partners reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,429 Crown Castle shares in Q4 2025, an estimated $234K.
  • Daymark Wealth Partners first reported a position in Crown Castle in Q4 2022 and held it in 9 quarters.
  • Daymark Wealth Partners's Crown Castle position peaked at $329K in Q1 2023.
  • 1,032 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.