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Inlet Private Wealth’s Crown Castle CCI Stock Holding History

Inlet Private Wealth’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
-2,800
Closed -$270K – 132
2025
Q3 		$270K Sell
2,800
-4,200
-60% -$425K 0.06% 118
2025
Q2 		$719K Sell
7,000
-44,403
-86% -$4.49M 0.18% 93
2025
Q1 		$5.36M Buy
51,403
+870
+2% +$81.2K 1.39% 25
2024
Q4 		$4.59M Buy
50,533
+19,370
+62% +$2.03M 1.21% 29
2024
Q3 		$3.7M Buy
31,163
+2,400
+8% +$264K 0.94% 39
2024
Q2 		$2.81M Buy
28,763
+18,878
+191% +$1.86M 0.77% 43
2024
Q1 		$1.05M Buy
+9,885
New +$1.08M 0.29% 75

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

Inlet Private Wealth's CCI Position: Q4 2025 in Review

Inlet Private Wealth sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,800 shares — an estimated $270K sold.

Inlet Private Wealth first reported a position in CCI in Q1 2024 and held it in 7 quarters. The position peaked at $5.36M in Q1 2025. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Inlet Private Wealth reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Inlet Private Wealth sold 2,800 Crown Castle shares in Q4 2025, an estimated $270K.
  • Inlet Private Wealth first reported a position in Crown Castle in Q1 2024 and held it in 7 quarters.
  • Inlet Private Wealth's Crown Castle position peaked at $5.36M in Q1 2025.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Inlet Private Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.