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Legacy Advisors’s Crown Castle CCI Stock Holding History

Legacy 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
Q1 		$262K Buy
+2,512
New +$235K 0.03% 356
2024
Q4 		– Sell
-2,181
Closed -$259K – 418
2024
Q3 		$259K Buy
+2,181
New +$240K 0.03% 318
2024
Q2 		– Sell
-2,009
Closed -$213K – 333
2024
Q1 		$213K Buy
2,009
+122
+6% +$13.3K 0.03% 293
2023
Q4 		$217K Buy
+1,887
New +$193K 0.03% 285
2023
Q1 		– Sell
-2,040
Closed -$277K – 258
2022
Q4 		$277K Sell
2,040
-617
-23% -$83.4K 0.05% 197
2022
Q3 		$384K Buy
2,657
+527
+25% +$90.2K 0.08% 148
2022
Q2 		$359K Buy
2,130
+19
+0.9% +$3.46K 0.08% 149
2022
Q1 		$390K Buy
2,111
+1,110
+111% +$198K 0.08% 141
2021
Q4 		$209K Buy
+1,001
New +$185K 0.08% 126
2019
Q3 		– Sell
-1,000
Closed -$130K – 150
2019
Q2 		$130K Hold
1,000
– – 0.09% 139
2019
Q1 		$128K Buy
+1,000
New +$117K 0.04% 137
2018
Q4 		– Sell
-2,354
Closed -$262K – 167
2018
Q3 		$262K Buy
2,354
+1,354
+135% +$151K 0.13% 120
2018
Q2 		$108K Sell
1,000
-47
-4% -$4.88K 0.08% 133
2018
Q1 		$109K Buy
1,047
+47
+5% +$5.1K 0.08% 114
2017
Q4 		$111K Sell
1,000
-173
-15% -$18.7K 0.11% 85
2017
Q3 		$117K Buy
1,173
+173
+17% +$17.7K 0.13% 72
2017
Q2 		$100K Hold
1,000
– – 0.13% 72
2017
Q1 		$94K Hold
1,000
– – 0.13% 70
2016
Q4 		$86K Buy
+1,000
New +$87.6K 0.12% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Advisors's CCI Position: Q1 2025 in Review

Legacy Advisors opened a new position in Crown Castle (CCI) in Q1 2025: 2,512 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #356 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in CCI as recently as Q3 2024.

Legacy Advisors first reported a position in CCI in Q4 2016 and has held it in 19 quarters since. The position peaked at $390K in Q1 2022. 1,107 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Legacy Advisors held 2,512 shares of Crown Castle worth $262K as of Q1 2025.
  • Crown Castle was a new Legacy Advisors position in Q1 2025.
  • Crown Castle made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #356 holding.
  • Legacy Advisors first reported a position in Crown Castle in Q4 2016 and has held it in 19 quarters since.
  • Legacy Advisors's Crown Castle position peaked at $390K in Q1 2022.
  • 1,107 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.