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Legend Financial Advisors’s Crown Castle CCI Stock Holding History

Legend 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
Q3 		– Sell
-13
Closed -$1.33K – 55
2025
Q2 		$1.33K Buy
+13
New +$1.32K ﹤0.01% 160
2025
Q1 		– Sell
-13
Closed -$1.18K – 67
2024
Q4 		$1.18K Hold
13
– – ﹤0.01% 216
2024
Q3 		$1.54K Hold
13
– – ﹤0.01% 145
2024
Q2 		$1.27K Sell
13
-3
-19% -$295 ﹤0.01% 243
2024
Q1 		$1.69K Buy
16
+10
+167% +$1.09K ﹤0.01% 178
2023
Q4 		$691 Buy
+6
New +$615 ﹤0.01% 188
2023
Q3 		– Sell
-14
Closed -$1.59K – 193
2023
Q2 		$1.59K Hold
14
– – ﹤0.01% 201
2023
Q1 		$1.87K Sell
14
-7
-33% -$968 ﹤0.01% 210
2022
Q4 		$2.85K Buy
+21
New +$2.84K ﹤0.01% 212

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

Legend Financial Advisors's CCI Position: Q3 2025 in Review

Legend Financial Advisors sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 13 shares — an estimated $1.33K sold.

Legend Financial Advisors first reported a position in CCI in Q4 2022 and held it in 9 quarters. The position peaked at $2.85K in Q4 2022. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Legend Financial Advisors reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 13 Crown Castle shares in Q3 2025, an estimated $1.33K.
  • Legend Financial Advisors first reported a position in Crown Castle in Q4 2022 and held it in 9 quarters.
  • Legend Financial Advisors's Crown Castle position peaked at $2.85K in Q4 2022.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.