Iconiq Capital’s Crown Castle CCI Stock Holding History

Iconiq 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	-3,352	Closed	-$344K	–	153
2025 Q2	$344K	Buy	3,352 +410	+14%	+$41.5K	0.01%	251
2025 Q1	$307K	Buy	2,942 +595	+25%	+$55.6K	0.01%	259
2024 Q4	$213K	Buy	+2,347	New	+$245K	﹤0.01%	317

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Iconiq Capital's CCI Position: Q3 2025 in Review

Iconiq Capital sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 3,352 shares — an estimated $344K sold.

Iconiq Capital first reported a position in CCI in Q4 2024 and held it in 3 quarters. The position peaked at $344K in Q2 2025. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

Iconiq Capital reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 3,352 Crown Castle shares in Q3 2025, an estimated $344K.
Iconiq Capital first reported a position in Crown Castle in Q4 2024 and held it in 3 quarters.
Iconiq Capital's Crown Castle position peaked at $344K in Q2 2025.
1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.