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Foundations Investment Advisors’s Crown Castle CCI Stock Holding History

Foundations Investment Advisors’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
-2,345
Closed -$226K – 1122
2025
Q3 		$226K Buy
2,345
+140
+6% +$14.2K ﹤0.01% 956
2025
Q2 		$227K Sell
2,205
-41
-2% -$4.15K ﹤0.01% 842
2025
Q1 		$234K Sell
2,246
-46,672
-95% -$4.36M ﹤0.01% 784
2024
Q4 		$4.44M Buy
48,918
+14,975
+44% +$1.57M 0.09% 201
2024
Q3 		$4.03M Buy
33,943
+5,812
+21% +$640K 0.08% 200
2024
Q2 		$2.75M Buy
28,131
+3,426
+14% +$337K 0.07% 209
2024
Q1 		$2.61M Buy
24,705
+1,164
+5% +$127K 0.07% 211
2023
Q4 		$2.61M Sell
23,541
-1,098
-4% -$112K 0.07% 202
2023
Q3 		$2.27M Buy
24,639
+3,061
+14% +$317K 0.07% 205
2023
Q2 		$2.46M Sell
21,578
-2,081
-9% -$248K 0.08% 169
2023
Q1 		$3.17M Buy
23,659
+21,756
+1,143% +$3.01M 0.11% 119
2022
Q4 		$258K Buy
+1,903
New +$257K 0.01% 369

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $303B AUM 30.15% 1-Year Est. Return

Foundations Investment Advisors's CCI Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,345 shares — an estimated $226K sold.

Foundations Investment Advisors first reported a position in CCI in Q4 2022 and held it in 12 quarters. The position peaked at $4.44M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,345 Crown Castle shares in Q4 2025, an estimated $226K.
  • Foundations Investment Advisors first reported a position in Crown Castle in Q4 2022 and held it in 12 quarters.
  • Foundations Investment Advisors's Crown Castle position peaked at $4.44M in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.