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Intrua Financial’s Crown Castle CCI Stock Holding History

Intrua Financial’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
Q2 		– Sell
-3,561
Closed -$371K – 376
2025
Q1 		$371K Buy
3,561
+867
+32% +$81K 0.05% 245
2024
Q4 		$244K Buy
2,694
+906
+51% +$94.7K 0.04% 317
2024
Q3 		$212K Buy
+1,788
New +$197K 0.03% 358
2024
Q1 		– Sell
-2,188
Closed -$252K – 421
2023
Q4 		$252K Sell
2,188
-561
-20% -$57.5K 0.04% 349
2023
Q3 		$253K Buy
2,749
+635
+30% +$65.8K 0.04% 297
2023
Q2 		$241K Buy
+2,114
New +$252K 0.04% 311
2022
Q3 		– Sell
-3,473
Closed -$585K – 305
2022
Q2 		$585K Sell
3,473
-190
-5% -$34.6K 0.12% 178
2022
Q1 		$676K Buy
3,663
+223
+6% +$39.7K 0.12% 178
2021
Q4 		$718K Sell
3,440
-33
-1% -$6.09K 0.13% 162
2021
Q3 		$619K Sell
3,473
-106
-3% -$20.5K 0.11% 180
2021
Q2 		$687K Buy
3,579
+35
+1% +$6.55K 0.16% 134
2021
Q1 		$655K Buy
3,544
+623
+21% +$99.8K 0.17% 131
2020
Q4 		$465K Buy
2,921
+58
+2% +$9.41K 0.21% 101
2020
Q3 		$481K Buy
2,863
+189
+7% +$31.2K 0.24% 93
2020
Q2 		$439K Buy
+2,674
New +$431K 0.17% 125

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Intrua Financial's CCI Position: Q2 2025 in Review

Intrua Financial sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 3,561 shares — an estimated $371K sold.

Intrua Financial first reported a position in CCI in Q2 2020 and held it in 15 quarters. The position peaked at $718K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Intrua Financial reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Intrua Financial sold 3,561 Crown Castle shares in Q2 2025, an estimated $371K.
  • Intrua Financial first reported a position in Crown Castle in Q2 2020 and held it in 15 quarters.
  • Intrua Financial's Crown Castle position peaked at $718K in Q4 2021.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Intrua Financial's 13F filing for Q2 2025, filed 8 Aug 2025.