Joel Isaacson & Co’s Crown Castle CCI Stock Holding History

Joel Isaacson & Co’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	-1,959	Closed	-$201K	–	449
2025 Q2	$201K	Sell	1,959 -82	-4%	-$8.3K	0.01%	405
2025 Q1	$213K	Buy	+2,041	New	+$191K	0.01%	370
2024 Q4	–	Sell	-1,959	Closed	-$232K	–	380
2024 Q3	$232K	Buy	+1,959	New	+$216K	0.01%	334
2024 Q2	–	Sell	-2,060	Closed	-$218K	–	350
2024 Q1	$218K	Buy	+2,060	New	+$224K	0.01%	314

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

Joel Isaacson & Co's CCI Position: Q3 2025 in Review

Joel Isaacson & Co sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 1,959 shares — an estimated $201K sold.

Joel Isaacson & Co first reported a position in CCI in Q1 2024 and held it in 4 quarters. The position peaked at $232K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

Joel Isaacson & Co reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
Joel Isaacson & Co sold 1,959 Crown Castle shares in Q3 2025, an estimated $201K.
Joel Isaacson & Co first reported a position in Crown Castle in Q1 2024 and held it in 4 quarters.
Joel Isaacson & Co's Crown Castle position peaked at $232K in Q3 2024.
1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Joel Isaacson & Co's 13F filing for Q3 2025, filed 30 Oct 2025.