Ferguson Wellman Capital Management’s Crown Castle CCI Stock Holding History

Ferguson Wellman Capital 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 Q2	–	Sell	-2,890	Closed	-$301K	–	342
2025 Q1	$301K	Sell	2,890 -85,695	-97%	-$8M	0.01%	301
2024 Q4	$8.04M	Sell	88,585 -333,067	-79%	-$34.8M	0.15%	82
2024 Q3	$50M	Buy	421,652 +211,933	+101%	+$23.3M	0.97%	31
2024 Q2	$20.5M	Sell	209,719 -4,088	-2%	-$403K	0.42%	61
2024 Q1	$22.6M	Buy	213,807 +4,869	+2%	+$530K	0.46%	58
2023 Q4	$24.1M	Buy	208,938 +5,243	+3%	+$537K	0.54%	52
2023 Q3	$18.7M	Buy	203,695 +88,339	+77%	+$9.15M	0.46%	62
2023 Q2	$13.1M	Sell	115,356 -87,350	-43%	-$10.4M	0.31%	73
2023 Q1	$27.1M	Buy	202,706 +4,799	+2%	+$663K	0.68%	46
2022 Q4	$26.8M	Buy	+197,907	New	+$26.8M	0.7%	41
2019 Q2	–	Sell	-1,648	Closed	-$211K	–	335
2019 Q1	$211K	Buy	+1,648	New	+$193K	0.01%	329

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ferguson Wellman Capital Management's CCI Position: Q2 2025 in Review

Ferguson Wellman Capital Management sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 2,890 shares — an estimated $301K sold.

Ferguson Wellman Capital Management first reported a position in CCI in Q1 2019 and held it in 11 quarters. The position peaked at $50M in Q3 2024. 1,076 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Ferguson Wellman Capital Management reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Ferguson Wellman Capital Management sold 2,890 Crown Castle shares in Q2 2025, an estimated $301K.
Ferguson Wellman Capital Management first reported a position in Crown Castle in Q1 2019 and held it in 11 quarters.
Ferguson Wellman Capital Management's Crown Castle position peaked at $50M in Q3 2024.
1,076 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2025, filed 10 Jul 2025.