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Kingswood Wealth Advisors’s Crown Castle CCI Stock Holding History

Kingswood Wealth 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
2025
Q4 		– Sell
-2,161
Closed -$208K – 875
2025
Q3 		$208K Sell
2,161
-686
-24% -$69.4K 0.01% 749
2025
Q2 		$292K Sell
2,847
-799
-22% -$80.9K 0.02% 581
2025
Q1 		$380K Sell
3,646
-1,159
-24% -$108K 0.03% 469
2024
Q4 		$436K Sell
4,805
-9,884
-67% -$1.03M 0.03% 481
2024
Q3 		$1.74M Buy
14,689
+388
+3% +$42.7K 0.12% 186
2024
Q2 		$1.4M Buy
14,301
+1,926
+16% +$190K 0.13% 175
2024
Q1 		$1.31M Sell
12,375
-2,446
-17% -$266K 0.15% 159
2023
Q4 		$1.71M Buy
14,821
+9,305
+169% +$953K 0.19% 123
2023
Q3 		$508K Buy
+5,516
New +$571K 0.09% 243

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

Kingswood Wealth Advisors's CCI Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,161 shares — an estimated $208K sold.

Kingswood Wealth Advisors first reported a position in CCI in Q3 2023 and held it in 9 quarters. The position peaked at $1.74M in Q3 2024. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,161 Crown Castle shares in Q4 2025, an estimated $208K.
  • Kingswood Wealth Advisors first reported a position in Crown Castle in Q3 2023 and held it in 9 quarters.
  • Kingswood Wealth Advisors's Crown Castle position peaked at $1.74M in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.