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Empirical Wealth Management’s Crown Castle CCI Stock Holding History

Empirical Wealth 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
-3,286
Closed -$338K – 806
2025
Q2 		$338K Buy
3,286
+25
+0.8% +$2.53K 0.01% 504
2025
Q1 		$340K Buy
3,261
+412
+14% +$38.5K 0.01% 488
2024
Q4 		$259K Buy
+2,849
New +$298K 0.01% 532
2022
Q4 		– Sell
-2,146
Closed -$310K – 462
2022
Q3 		$310K Buy
2,146
+350
+19% +$59.9K 0.02% 370
2022
Q2 		$302K Sell
1,796
-50
-3% -$9.1K 0.02% 383
2022
Q1 		$341K Sell
1,846
-8
-0.4% -$1.42K 0.02% 387
2021
Q4 		$387K Buy
1,854
+49
+3% +$9.05K 0.02% 387
2021
Q3 		$313K Sell
1,805
-84
-4% -$16.2K 0.02% 371
2021
Q2 		$369K Buy
1,889
+80
+4% +$15K 0.02% 344
2021
Q1 		$311K Buy
+1,809
New +$290K 0.02% 319

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

Empirical Wealth Management's CCI Position: Q3 2025 in Review

Empirical Wealth Management sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 3,286 shares — an estimated $338K sold.

Empirical Wealth Management first reported a position in CCI in Q1 2021 and held it in 10 quarters. The position peaked at $387K in Q4 2021. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Empirical Wealth Management reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 3,286 Crown Castle shares in Q3 2025, an estimated $338K.
  • Empirical Wealth Management first reported a position in Crown Castle in Q1 2021 and held it in 10 quarters.
  • Empirical Wealth Management's Crown Castle position peaked at $387K in Q4 2021.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.