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Kiker Wealth Management’s Crown Castle CCI Stock Holding History

Kiker Wealth Management’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
-50
Closed -$5.14K – 298
2025
Q2 		$5.14K Hold
50
– – ﹤0.01% 425
2025
Q1 		$5.21K Buy
+50
New +$4.67K ﹤0.01% 444

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kiker Wealth Management's CCI Position: Q3 2025 in Review

Kiker Wealth Management sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 50 shares — an estimated $5.14K sold.

Kiker Wealth Management first reported a position in CCI in Q1 2025 and held it in 2 quarters. The position peaked at $5.21K in Q1 2025. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Kiker Wealth Management reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 50 Crown Castle shares in Q3 2025, an estimated $5.14K.
  • Kiker Wealth Management first reported a position in Crown Castle in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's Crown Castle position peaked at $5.21K in Q1 2025.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.