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Montag & Associates’s Crown Castle CCI Stock Holding History

Montag & Associates’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
Q2 		– Sell
-142
Closed -$14.8K – 957
2025
Q1 		$14.8K Sell
142
-56
-28% -$5.23K ﹤0.01% 748
2024
Q4 		$18K Hold
198
– – ﹤0.01% 721
2024
Q3 		$23.5K Sell
198
-500
-72% -$55.1K ﹤0.01% 711
2024
Q2 		$68.2K Sell
698
-427
-38% -$42.1K ﹤0.01% 540
2024
Q1 		$119K Buy
1,125
+400
+55% +$43.5K 0.01% 467
2023
Q4 		$83.5K Hold
725
– – ﹤0.01% 492
2023
Q3 		$66.7K Sell
725
-250
-26% -$25.9K ﹤0.01% 509
2023
Q2 		$111K Buy
975
+6
+0.6% +$714 0.01% 461
2023
Q1 		$130K Hold
969
– – 0.01% 438
2022
Q4 		$131K Buy
969
+9
+0.9% +$1.22K 0.01% 427
2022
Q3 		$139K Hold
960
– – 0.01% 398
2022
Q2 		$162K Buy
960
+119
+14% +$21.7K 0.01% 383
2022
Q1 		$155K Buy
841
+460
+121% +$81.9K 0.01% 419
2021
Q4 		$80K Buy
381
+290
+319% +$53.5K ﹤0.01% 514
2021
Q3 		$16K Hold
91
– – ﹤0.01% 686
2021
Q2 		$18K Hold
91
– – ﹤0.01% 666
2021
Q1 		$16K Sell
91
-25
-22% -$4K ﹤0.01% 680
2020
Q4 		$18K Buy
+116
New +$18.8K ﹤0.01% 647

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Montag & Associates's CCI Position: Q2 2025 in Review

Montag & Associates sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 142 shares — an estimated $14.8K sold.

Montag & Associates first reported a position in CCI in Q4 2020 and held it in 18 quarters. The position peaked at $162K in Q2 2022. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Montag & Associates reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 142 Crown Castle shares in Q2 2025, an estimated $14.8K.
  • Montag & Associates first reported a position in Crown Castle in Q4 2020 and held it in 18 quarters.
  • Montag & Associates's Crown Castle position peaked at $162K in Q2 2022.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.