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Optimum Investment Advisors’s Crown Castle CCI Stock Holding History

Optimum Investment 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
Q3 		$510K Hold
5,285
– – 0.2% 91
2025
Q2 		$543K Hold
5,285
– – 0.24% 85
2025
Q1 		$551K Sell
5,285
-150
-3% -$14K 0.26% 81
2024
Q4 		$493K Hold
5,435
– – 0.22% 92
2024
Q3 		$645K Sell
5,435
-975
-15% -$107K 0.28% 79
2024
Q2 		$626K Buy
6,410
+600
+10% +$59.1K 0.28% 77
2024
Q1 		$615K Buy
5,810
+2,635
+83% +$287K 0.28% 80
2023
Q4 		$366K Buy
+3,175
New +$325K 0.18% 116
2023
Q1 		– Sell
-24
Closed -$3.25K – 748
2022
Q4 		$3.25K Hold
24
– – ﹤0.01% 654
2022
Q3 		$3K Hold
24
– – ﹤0.01% 688
2022
Q2 		$4K Hold
24
– – ﹤0.01% 701
2022
Q1 		$4K Buy
+24
New +$4.27K ﹤0.01% 747
2021
Q3 		– Sell
-300
Closed -$59K – 836
2021
Q2 		$59K Hold
300
– – 0.02% 468
2021
Q1 		$52K Sell
300
-100
-25% -$16K 0.02% 496
2020
Q4 		$64K Sell
400
-100
-20% -$16.2K 0.02% 433
2020
Q3 		$83K Hold
500
– – 0.03% 357
2020
Q2 		$84K Sell
500
-100
-17% -$16.1K 0.03% 352
2020
Q1 		$87K Buy
600
+314
+110% +$46.8K 0.04% 327
2019
Q4 		$41K Sell
286
-875
-75% -$119K 0.01% 549
2019
Q3 		$161K Buy
+1,161
New +$161K 0.05% 302
2019
Q1 		– Sell
-48
Closed -$5K – 1002
2018
Q4 		$5K Hold
48
– – ﹤0.01% 843
2018
Q3 		$5K Hold
48
– – ﹤0.01% 914
2018
Q2 		$5K Buy
+48
New +$4.99K ﹤0.01% 927

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimum Investment Advisors's CCI Position: Q3 2025 in Review

Optimum Investment Advisors held its Crown Castle (CCI) position steady in Q3 2025 at 5,285 shares worth $510K. The position accounts for 0.2% of the portfolio, ranked #91.

Optimum Investment Advisors first reported a position in CCI in Q2 2018 and has held it in 23 quarters since. The position peaked at $645K in Q3 2024. 1,061 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Optimum Investment Advisors held 5,285 shares of Crown Castle worth $510K as of Q3 2025.
  • Optimum Investment Advisors left its Crown Castle share count unchanged in Q3 2025.
  • Crown Castle made up 0.2% of Optimum Investment Advisors's portfolio in Q3 2025, its #91 holding.
  • Optimum Investment Advisors first reported a position in Crown Castle in Q2 2018 and has held it in 23 quarters since.
  • Optimum Investment Advisors's Crown Castle position peaked at $645K in Q3 2024.
  • 1,061 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.