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Disciplined Equity Management’s Crown Castle CCI Stock Holding History

Disciplined Equity 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
Q3 		– Sell
-250
Closed -$26.7K – 57
2025
Q2 		$26.7K Hold
250
– – 0.02% 54
2025
Q1 		$26.1K Sell
250
-16,940
-99% -$1.58M 0.02% 55
2024
Q4 		$1.56M Buy
17,190
+30
+0.2% +$3.14K 1.01% 16
2024
Q3 		$2.04M Sell
17,160
-940
-5% -$104K 1.28% 11
2024
Q2 		$1.77M Buy
18,100
+520
+3% +$51.2K 1.17% 15
2024
Q1 		$1.86M Buy
+17,580
New +$1.91M 1.24% 13

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

Disciplined Equity Management's CCI Position: Q3 2025 in Review

Disciplined Equity Management sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 250 shares — an estimated $26.7K sold.

Disciplined Equity Management first reported a position in CCI in Q1 2024 and held it in 6 quarters. The position peaked at $2.04M in Q3 2024. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Disciplined Equity Management reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Disciplined Equity Management sold 250 Crown Castle shares in Q3 2025, an estimated $26.7K.
  • Disciplined Equity Management first reported a position in Crown Castle in Q1 2024 and held it in 6 quarters.
  • Disciplined Equity Management's Crown Castle position peaked at $2.04M in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Disciplined Equity Management's 13F filing for Q3 2025, filed 22 Oct 2025.