Invested Advisors’s Crown Castle CCI Stock Holding History

Invested 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
2026 Q1	–	Sell	-2,415	Closed	-$215K	–	139
2025 Q4	$215K	Buy	+2,415	New	+$222K	0.22%	121

Other funds holding CCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invested Advisors's CCI Position: Q1 2026 in Review

Invested Advisors sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2,415 shares — an estimated $215K sold.

Invested Advisors first reported a position in CCI in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Invested Advisors reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
Invested Advisors sold 2,415 Crown Castle shares in Q1 2026, an estimated $215K.
Invested Advisors first reported a position in Crown Castle in Q4 2025 and held it in 1 quarter.
Invested Advisors's Crown Castle position peaked at $215K in Q4 2025.
955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Invested Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.