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Klein Pavlis & Peasley Financial’s Crown Castle CCI Stock Holding History

Klein Pavlis & Peasley 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
Q3 		– Sell
-25,100
Closed -$2.58M – 91
2025
Q2 		$2.58M Buy
25,100
+10,400
+71% +$1.05M 1.72% 18
2025
Q1 		$1.54M Buy
+14,700
New +$1.37M 1.11% 29

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
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

Klein Pavlis & Peasley Financial's CCI Position: Q3 2025 in Review

Klein Pavlis & Peasley Financial sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 25,100 shares — an estimated $2.58M sold.

Klein Pavlis & Peasley Financial first reported a position in CCI in Q1 2025 and held it in 2 quarters. The position peaked at $2.58M in Q2 2025. 1,063 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Klein Pavlis & Peasley Financial reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 25,100 Crown Castle shares in Q3 2025, an estimated $2.58M.
  • Klein Pavlis & Peasley Financial first reported a position in Crown Castle in Q1 2025 and held it in 2 quarters.
  • Klein Pavlis & Peasley Financial's Crown Castle position peaked at $2.58M in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q3 2025, filed 28 Oct 2025.