Heartwood Wealth Advisors’s Crown Castle CCI Stock Holding History

Heartwood Wealth 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	-8	Closed	-$772	–	271
2025 Q3	$772	Buy	+8	New	+$810	﹤0.01%	569

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 $3.38T AUM 44.17% 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

Heartwood Wealth Advisors's CCI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 8 shares — an estimated $772 sold.

Heartwood Wealth Advisors first reported a position in CCI in Q3 2025 and held it in 1 quarter. The position peaked at $772 in Q3 2025. 1,032 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 8 Crown Castle shares in Q4 2025, an estimated $772.
Heartwood Wealth Advisors first reported a position in Crown Castle in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Crown Castle position peaked at $772 in Q3 2025.
1,032 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.