GC
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Garde Capital’s Crown Castle CCI Stock Holding History

Garde Capital’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
Q3 		– Sell
-50
Closed -$5.14K – 345
2025
Q2 		$5.14K Buy
+50
New +$5.06K ﹤0.01% 560
2023
Q3 		– Sell
-4,320
Closed -$492K – 258
2023
Q2 		$492K Buy
4,320
+3,365
+352% +$401K 0.04% 141
2023
Q1 		$128K Hold
955
– – 0.01% 225
2022
Q4 		$130K Buy
+955
New +$129K 0.02% 214
2022
Q1 		– Sell
-532
Closed -$111K – 276
2021
Q4 		$111K Buy
+532
New +$98.2K 0.01% 275
2021
Q3 		– Sell
-532
Closed -$104K – 278
2021
Q2 		$104K Buy
+532
New +$99.6K 0.01% 270

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return