Obermeyer Wealth Partners’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,569
Closed -$476K 282
2025
Q1
$476K Sell
4,569
-3,399
-43% -$317K 0.03% 157
2024
Q4
$723K Sell
7,968
-5
-0.1% -$523 0.04% 119
2024
Q3
$946K Sell
7,973
-176
-2% -$19.4K 0.05% 108
2024
Q2
$796K Sell
8,149
-16,440
-67% -$1.62M 0.05% 111
2024
Q1
$2.6M Buy
24,589
+14,766
+150% +$1.61M 0.15% 55
2023
Q4
$1.13M Sell
9,823
-805
-8% -$82.5K 0.08% 66
2023
Q3
$978K Sell
10,628
-2,122
-17% -$220K 0.07% 69
2023
Q2
$1.45M Sell
12,750
-111
-0.9% -$13.2K 0.1% 56
2023
Q1
$1.77M Sell
12,861
-248,026
-95% -$34.3M 0.13% 56
2022
Q4
$35.4M Sell
260,887
-6,183
-2% -$836K 2.68% 13
2022
Q3
$38.6M Sell
267,070
-5,499
-2% -$941K 3.13% 9
2022
Q2
$45.9M Sell
272,569
-2,000
-0.7% -$364K 3.37% 10
2022
Q1
$50.7M Buy
274,569
+1,972
+0.7% +$351K 3.03% 10
2021
Q4
$56.9M Buy
272,597
+6,493
+2% +$1.2M 3.05% 9
2021
Q3
$46.1M Buy
266,104
+1,140
+0.4% +$220K 2.55% 19
2021
Q2
$51.7M Sell
264,964
-6,590
-2% -$1.23M 2.88% 10
2021
Q1
$46.7M Buy
271,554
+1,194
+0.4% +$191K 2.87% 12
2020
Q4
$43M Sell
270,360
-702
-0.3% -$114K 2.86% 15
2020
Q3
$45.1M Buy
271,062
+4,737
+2% +$782K 3.38% 8
2020
Q2
$44.6M Sell
266,325
-2,277
-0.8% -$367K 3.77% 7
2020
Q1
$38.8M Sell
268,602
-6,494
-2% -$968K 4.15% 5
2019
Q4
$39.1M Sell
275,096
-1,731
-0.6% -$236K 3.46% 10
2019
Q3
$38.5M Sell
276,827
-15,825
-5% -$2.19M 3.56% 6
2019
Q2
$38.1M Sell
292,652
-9,420
-3% -$1.21M 3.43% 9
2019
Q1
$38.7M Sell
302,072
-3,273
-1% -$384K 3.63% 6
2018
Q4
$33.2M Sell
305,345
-13,082
-4% -$1.44M 3.36% 13
2018
Q3
$35.5M Sell
318,427
-3,205
-1% -$357K 3% 18
2018
Q2
$34.7M Sell
321,632
-7,256
-2% -$754K 3.09% 13
2018
Q1
$36M Buy
328,888
+2,779
+0.9% +$302K 3.27% 14
2017
Q4
$36.2M Buy
326,109
+3,033
+0.9% +$327K 3.14% 13
2017
Q3
$32.3M Buy
323,076
+2,207
+0.7% +$226K 2.8% 14
2017
Q2
$32.1M Buy
320,869
+56,294
+21% +$5.53M 2.85% 14
2017
Q1
$25M Buy
264,575
+3,114
+1% +$279K 2.3% 21
2016
Q4
$22.7M Buy
261,461
+130,570
+100% +$11.4M 2.17% 22
2016
Q3
$12.3M Buy
130,891
+4,064
+3% +$391K 1.18% 27
2016
Q2
$12.9M Buy
126,827
+15,880
+14% +$1.44M 1.28% 28
2016
Q1
$9.6M Buy
110,947
+13,831
+14% +$1.17M 0.89% 31
2015
Q4
$8.4M Buy
97,116
+18,461
+23% +$1.57M 0.77% 31
2015
Q3
$6.2M Buy
+78,655
New +$6.39M 0.65% 34

Other funds holding CCI

Obermeyer Wealth Partners's CCI Position: Q2 2025 in Review

Obermeyer Wealth Partners sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 4,569 shares — an estimated $476K sold.

Obermeyer Wealth Partners first reported a position in CCI in Q3 2015 and held it in 39 quarters. The position peaked at $56.9M in Q4 2021. 1,076 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Obermeyer Wealth Partners reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 4,569 Crown Castle shares in Q2 2025, an estimated $476K.
  • Obermeyer Wealth Partners first reported a position in Crown Castle in Q3 2015 and held it in 39 quarters.
  • Obermeyer Wealth Partners's Crown Castle position peaked at $56.9M in Q4 2021.
  • 1,076 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2025, filed 5 Aug 2025.