Financial Counselors Inc’s Crown Castle CCI Stock Holding History

Financial Counselors Inc’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	-15,034	Closed	-$1.57M	–	93
2025 Q1	$1.57M	Sell	15,034 -98,314	-87%	-$9.18M	0.02%	288
2024 Q4	$10.3M	Sell	113,348 -26,268	-19%	-$2.75M	0.15%	141
2024 Q3	$16.6M	Sell	139,616 -2,247	-2%	-$247K	0.25%	101
2024 Q2	$13.9M	Sell	141,863 -7,619	-5%	-$750K	0.22%	110
2024 Q1	$15.8M	Sell	149,482 -1,063	-0.7%	-$116K	0.27%	96
2023 Q4	$17.3M	Sell	150,545 -12,600	-8%	-$1.29M	0.31%	89
2023 Q3	$15M	Sell	163,145 -528	-0.3%	-$54.7K	0.3%	90
2023 Q2	$18.6M	Buy	163,673 +10,216	+7%	+$1.22M	0.38%	75
2023 Q1	$20.5M	Buy	153,457 +1,344	+0.9%	+$186K	0.44%	65
2022 Q4	$20.6M	Buy	152,113 +17,614	+13%	+$2.38M	0.46%	62
2022 Q3	$19.4M	Buy	134,499 +1,489	+1%	+$255K	0.48%	62
2022 Q2	$22.4M	Buy	133,010 +3,822	+3%	+$695K	0.52%	60
2022 Q1	$23.8M	Buy	129,188 +2,478	+2%	+$441K	0.49%	61
2021 Q4	$26.4M	Buy	126,710 +1,007	+0.8%	+$186K	0.54%	54
2021 Q3	$21.8M	Buy	125,703 +1,079	+0.9%	+$209K	0.47%	68
2021 Q2	$24.3M	Buy	124,624 +69	+0.1%	+$12.9K	0.53%	59
2021 Q1	$21.4M	Buy	124,555 +2,230	+2%	+$357K	0.5%	63
2020 Q4	$19.5M	Buy	122,325 +6,841	+6%	+$1.11M	0.49%	59
2020 Q3	$19.2M	Sell	115,484 -7,516	-6%	-$1.24M	0.56%	54
2020 Q2	$20.6M	Buy	123,000 +6,049	+5%	+$974K	0.66%	44
2020 Q1	$16.9M	Buy	116,951 +3,953	+3%	+$589K	0.75%	41
2019 Q4	$16.1M	Buy	112,998 +11,545	+11%	+$1.57M	0.57%	53
2019 Q3	$14.1M	Buy	101,453 +2,049	+2%	+$283K	0.55%	54
2019 Q2	$13M	Sell	99,404 -2,300	-2%	-$296K	0.53%	55
2019 Q1	$13M	Sell	101,704 -509	-0.5%	-$59.7K	0.55%	55
2018 Q4	$11.1M	Buy	102,213 +2,268	+2%	+$249K	0.55%	54
2018 Q3	$11.1M	Sell	99,945 -435	-0.4%	-$48.4K	0.49%	60
2018 Q2	$10.8M	Buy	100,380 +1,564	+2%	+$162K	0.5%	60
2018 Q1	$10.8M	Buy	98,816 +18,490	+23%	+$2.01M	0.52%	60
2017 Q4	$8.92M	Buy	80,326 +3,697	+5%	+$399K	0.41%	81
2017 Q3	$7.66M	Buy	76,629 +568	+0.7%	+$58.1K	0.37%	86
2017 Q2	$7.62M	Sell	76,061 -9,246	-11%	-$908K	0.38%	91
2017 Q1	$8.06M	Buy	85,307 +4,588	+6%	+$410K	0.41%	77
2016 Q4	$7M	Buy	+80,719	New	+$7.07M	0.37%	87
2016 Q2	$6.56M	Buy	64,642 +4,186	+7%	+$380K	0.39%	86
2016 Q1	$5.23M	Buy	60,456 +24,667	+69%	+$2.09M	0.32%	107
2015 Q4	$3.09M	Sell	35,789 -2,830	-7%	-$240K	0.2%	152
2015 Q3	$3.05M	Buy	+38,619	New	+$3.14M	0.21%	153

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

Financial Counselors Inc's CCI Position: Q2 2025 in Review

Financial Counselors Inc sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 15,034 shares — an estimated $1.57M sold.

Financial Counselors Inc first reported a position in CCI in Q3 2015 and held it in 38 quarters. The position peaked at $26.4M in Q4 2021. 1,076 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Financial Counselors Inc reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 15,034 Crown Castle shares in Q2 2025, an estimated $1.57M.
Financial Counselors Inc first reported a position in Crown Castle in Q3 2015 and held it in 38 quarters.
Financial Counselors Inc's Crown Castle position peaked at $26.4M in Q4 2021.
1,076 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.