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Legacy Financial Advisors’s Crown Castle CCI Stock Holding History

Legacy Financial 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
-2,970
Closed -$287K – 407
2025
Q3 		$287K Buy
+2,970
New +$301K 0.04% 331
2025
Q2 		– Sell
-2,769
Closed -$289K – 353
2025
Q1 		$289K Buy
2,769
+247
+10% +$23.1K 0.05% 277
2024
Q4 		$229K Sell
2,522
-467
-16% -$48.8K 0.04% 309
2024
Q3 		$355K Sell
2,989
-38
-1% -$4.19K 0.06% 248
2024
Q2 		$296K Buy
+3,027
New +$298K 0.05% 256
2023
Q2 		– Sell
-1,577
Closed -$211K – 263
2023
Q1 		$211K Buy
+1,577
New +$218K 0.04% 233
2022
Q3 		– Sell
-1,336
Closed -$225K – 226
2022
Q2 		$225K Buy
1,336
+142
+12% +$25.8K 0.06% 193
2022
Q1 		$220K Buy
1,194
+171
+17% +$30.4K 0.05% 220
2021
Q4 		$214K Buy
+1,023
New +$189K 0.05% 195
2019
Q2 		– Sell
-218
Closed -$28K – 245
2019
Q1 		$28K Buy
218
+105
+93% +$12.3K 0.01% 384
2018
Q4 		$12K Buy
113
+41
+57% +$4.5K ﹤0.01% 514
2018
Q3 		$8K Hold
72
– – ﹤0.01% 573
2018
Q2 		$8K Buy
72
+1
+1% +$104 ﹤0.01% 585
2018
Q1 		$7K Hold
71
– – ﹤0.01% 566
2017
Q4 		$7K Buy
+71
New +$7.66K ﹤0.01% 561

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

Legacy Financial Advisors's CCI Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,970 shares — an estimated $287K sold.

Legacy Financial Advisors first reported a position in CCI in Q4 2017 and held it in 15 quarters. The position peaked at $355K in Q3 2024. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,970 Crown Castle shares in Q4 2025, an estimated $287K.
  • Legacy Financial Advisors first reported a position in Crown Castle in Q4 2017 and held it in 15 quarters.
  • Legacy Financial Advisors's Crown Castle position peaked at $355K in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.