Future Financial Wealth Management’s Crown Castle CCI Stock Holding History

Future Financial 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 Q4	–	Sell	-500	Closed	-$48.2K	–	167
2025 Q3	$48.2K	Sell	500 -500	-50%	-$50.6K	0.03%	258
2025 Q2	$103K	Hold	1,000	–	–	0.07%	160
2025 Q1	$104K	Hold	1,000	–	–	0.08%	151
2024 Q4	$90.8K	Hold	1,000	–	–	0.07%	165
2024 Q3	$119K	Buy	+1,000	New	+$110K	0.08%	158
2024 Q2	–	Sell	-1,000	Closed	-$106K	–	167
2024 Q1	$106K	Buy	+1,000	New	+$109K	0.08%	167
2022 Q2	–	Sell	-1,000	Closed	-$185K	–	175
2022 Q1	$185K	Hold	1,000	–	–	0.15%	132
2021 Q4	$208K	Buy	+1,000	New	+$185K	0.17%	120
2021 Q2	–	Sell	-1,500	Closed	-$258K	–	126
2021 Q1	$258K	Hold	1,500	–	–	0.3%	87
2020 Q4	$239K	Buy	+1,500	New	+$243K	0.28%	96

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Future Financial Wealth Management's CCI Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 500 shares — an estimated $48.2K sold.

Future Financial Wealth Management first reported a position in CCI in Q4 2020 and held it in 10 quarters. The position peaked at $258K in Q1 2021. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

Future Financial Wealth Management reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 500 Crown Castle shares in Q4 2025, an estimated $48.2K.
Future Financial Wealth Management first reported a position in Crown Castle in Q4 2020 and held it in 10 quarters.
Future Financial Wealth Management's Crown Castle position peaked at $258K in Q1 2021.
1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.