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Glass Jacobson Investment Advisors’s Crown Castle CCI Stock Holding History

Glass Jacobson 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
Q2 		– Sell
-10
Closed -$908 – 602
2025
Q1 		$908 Hold
10
– – ﹤0.01% 795
2024
Q4 		$908 Buy
+10
New +$1.04K ﹤0.01% 795

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glass Jacobson Investment Advisors's CCI Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 10 shares — an estimated $908 sold.

Glass Jacobson Investment Advisors first reported a position in CCI in Q4 2024 and held it in 2 quarters. The position peaked at $908 in Q1 2025. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 10 Crown Castle shares in Q2 2025, an estimated $908.
  • Glass Jacobson Investment Advisors first reported a position in Crown Castle in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Crown Castle position peaked at $908 in Q1 2025.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.