O'Brien Greene & Co’s Crown Castle CCI Stock Holding History

O'Brien Greene & Co’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	-2,066	Closed	-$212K	–	133
2025 Q2	$212K	Buy	2,066 +5	+0.2%	+$506	0.07%	123
2025 Q1	$215K	Buy	+2,061	New	+$192K	0.07%	123
2024 Q4	–	Sell	-2,046	Closed	-$243K	–	135
2024 Q3	$243K	Sell	2,046 -15	-0.7%	-$1.65K	0.08%	124
2024 Q2	$201K	Buy	2,061 +15	+0.7%	+$1.48K	0.06%	133
2024 Q1	$217K	Hold	2,046	–	–	0.07%	123
2023 Q4	$236K	Buy	+2,046	New	+$210K	0.08%	118
2023 Q3	–	Sell	-2,046	Closed	-$233K	–	128
2023 Q2	$233K	Hold	2,046	–	–	0.08%	119
2023 Q1	$274K	Hold	2,046	–	–	0.1%	113
2022 Q4	$278K	Sell	2,046 -4,188	-67%	-$566K	0.11%	112
2022 Q3	$901K	Buy	6,234 +4,156	+200%	+$711K	0.12%	111
2022 Q2	$350K	Hold	2,078	–	–	0.13%	102
2022 Q1	$384K	Hold	2,078	–	–	0.13%	107
2021 Q4	$434K	Buy	2,078 +32	+2%	+$5.91K	0.14%	98
2021 Q3	$355K	Hold	2,046	–	–	0.13%	105
2021 Q2	$399K	Hold	2,046	–	–	0.14%	101
2021 Q1	$352K	Hold	2,046	–	–	0.14%	99
2020 Q4	$326K	Buy	+2,046	New	+$332K	0.13%	99

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 $3.38T AUM 44.17% 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

O'Brien Greene & Co's CCI Position: Q3 2025 in Review

O'Brien Greene & Co sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,066 shares — an estimated $212K sold.

O'Brien Greene & Co first reported a position in CCI in Q4 2020 and held it in 17 quarters. The position peaked at $901K in Q3 2022. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

O'Brien Greene & Co reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
O'Brien Greene & Co sold 2,066 Crown Castle shares in Q3 2025, an estimated $212K.
O'Brien Greene & Co first reported a position in Crown Castle in Q4 2020 and held it in 17 quarters.
O'Brien Greene & Co's Crown Castle position peaked at $901K in Q3 2022.
1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on O'Brien Greene & Co's 13F filing for Q3 2025, filed 10 Nov 2025.