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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Crown Castle CCI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
Q4 		– Sell
-73
Closed -$7.12K – 549
2025
Q3 		$7.12K Buy
+73
New +$7.39K ﹤0.01% 421
2025
Q1 		– Sell
-668
Closed -$60.7K – 488
2024
Q4 		$60.7K Buy
668
+78
+13% +$8.15K 0.02% 235
2024
Q3 		$70K Sell
590
-1,775
-75% -$196K 0.04% 188
2024
Q2 		$231K Buy
2,365
+729
+45% +$71.8K 0.13% 83
2024
Q1 		$173K Buy
1,636
+180
+12% +$19.6K 0.11% 102
2023
Q4 		$168K Sell
1,456
-321
-18% -$32.9K 0.11% 106
2023
Q3 		$164K Sell
1,777
-78
-4% -$8.08K 0.12% 95
2023
Q2 		$211K Buy
1,855
+88
+5% +$10.5K 0.16% 77
2023
Q1 		$237K Buy
1,767
+76
+4% +$10.5K 0.19% 68
2022
Q4 		$229K Buy
+1,691
New +$229K 0.2% 63

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 $57.6B AUM 8.03% 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 $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CCI Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 73 shares — an estimated $7.12K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CCI in Q4 2022 and held it in 10 quarters. The position peaked at $237K in Q1 2023. 1,029 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 73 Crown Castle shares in Q4 2025, an estimated $7.12K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Crown Castle in Q4 2022 and held it in 10 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Crown Castle position peaked at $237K in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.