Moors & Cabot’s Crown Castle CCI Stock Holding History

Moors & Cabot’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
2021 Q4	–	Sell	-800	Closed	-$2K	–	910
2021 Q3	$2K	Buy	+800	New	+$155K	﹤0.01%	850

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moors & Cabot's CCI Position: Q3 2025 in Review

Moors & Cabot sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,069 shares — an estimated $213K sold.

Moors & Cabot first reported a position in CCI in Q1 2019 and held it in 22 quarters. The position peaked at $629K in Q2 2020. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

Moors & Cabot reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
Moors & Cabot sold 2,069 Crown Castle shares in Q3 2025, an estimated $213K.
Moors & Cabot first reported a position in Crown Castle in Q1 2019 and held it in 22 quarters.
Moors & Cabot's Crown Castle position peaked at $629K in Q2 2020.
1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Moors & Cabot's 13F filing for Q3 2025, filed 14 Nov 2025.