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HBK Sorce Advisory’s Crown Castle CCI Stock Holding History

HBK Sorce Advisory’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
-2,424
Closed -$238K – 634
2025
Q3 		$238K Sell
2,424
-527
-18% -$53.3K 0.01% 527
2025
Q2 		$303K Buy
2,951
+205
+7% +$20.7K 0.01% 457
2025
Q1 		$286K Buy
2,746
+272
+11% +$25.4K 0.01% 464
2024
Q4 		$225K Buy
2,474
+173
+8% +$18.1K 0.01% 517
2024
Q3 		$273K Buy
+2,301
New +$253K 0.01% 472
2024
Q1 		– Sell
-1,802
Closed -$208K – 609
2023
Q4 		$208K Sell
1,802
-1,837
-50% -$188K 0.01% 517
2023
Q3 		$335K Buy
3,639
+249
+7% +$25.8K 0.01% 385
2023
Q2 		$386K Buy
3,390
+52
+2% +$6.19K 0.02% 383
2023
Q1 		$447K Buy
3,338
+1,714
+106% +$237K 0.02% 347
2022
Q4 		$220K Buy
+1,624
New +$220K 0.01% 631

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 $3.38T AUM 44.17% 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

HBK Sorce Advisory's CCI Position: Q4 2025 in Review

HBK Sorce Advisory sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,424 shares — an estimated $238K sold.

HBK Sorce Advisory first reported a position in CCI in Q4 2022 and held it in 10 quarters. The position peaked at $447K in Q1 2023. 1,032 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • HBK Sorce Advisory reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 2,424 Crown Castle shares in Q4 2025, an estimated $238K.
  • HBK Sorce Advisory first reported a position in Crown Castle in Q4 2022 and held it in 10 quarters.
  • HBK Sorce Advisory's Crown Castle position peaked at $447K in Q1 2023.
  • 1,032 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on HBK Sorce Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.