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Halbert Hargrove Global Advisors’s Crown Castle CCI Stock Holding History

Halbert Hargrove Global 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
-40
Closed -$3.86K – 420
2025
Q3 		$3.86K Buy
+40
New +$4.05K ﹤0.01% 454
2025
Q2 		– Sell
-10
Closed -$1.02K – 365
2025
Q1 		$1.02K Buy
+10
New +$934 ﹤0.01% 446

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 $63.2B AUM 17.15% 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 $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Halbert Hargrove Global Advisors's CCI Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 40 shares — an estimated $3.86K sold.

Halbert Hargrove Global Advisors first reported a position in CCI in Q1 2025 and held it in 2 quarters. The position peaked at $3.86K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 40 Crown Castle shares in Q4 2025, an estimated $3.86K.
  • Halbert Hargrove Global Advisors first reported a position in Crown Castle in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Crown Castle position peaked at $3.86K in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.