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Moss Adams Wealth Advisors’s Crown Castle CCI Stock Holding History

Moss Adams Wealth 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
-2,136
Closed -$206K – 268
2025
Q3 		$206K Sell
2,136
-163
-7% -$16.5K 0.02% 245
2025
Q2 		$236K Buy
+2,299
New +$233K 0.02% 227

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

Moss Adams Wealth Advisors's CCI Position: Q4 2025 in Review

Moss Adams Wealth Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,136 shares — an estimated $206K sold.

Moss Adams Wealth Advisors first reported a position in CCI in Q2 2025 and held it in 2 quarters. The position peaked at $236K in Q2 2025. 1,032 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Moss Adams Wealth Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 2,136 Crown Castle shares in Q4 2025, an estimated $206K.
  • Moss Adams Wealth Advisors first reported a position in Crown Castle in Q2 2025 and held it in 2 quarters.
  • Moss Adams Wealth Advisors's Crown Castle position peaked at $236K in Q2 2025.
  • 1,032 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.