Pallas Capital Advisors’s Crown Castle CCI Stock Holding History

Pallas Capital 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
2024 Q4	–	Sell	-1,839	Closed	-$205K	–	590
2024 Q3	$205K	Buy	+1,839	New	+$203K	0.01%	564
2023 Q4	–	Sell	-2,277	Closed	-$205K	–	366
2023 Q3	$205K	Buy	+2,277	New	+$236K	0.01%	332
2021 Q4	–	Sell	-2,815	Closed	-$515K	–	356
2021 Q3	$515K	Buy	2,815 +628	+29%	+$121K	0.06%	223
2021 Q2	$427K	Buy	+2,187	New	+$409K	0.06%	209

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Pallas Capital Advisors's CCI Position: Q4 2024 in Review

Pallas Capital Advisors sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,839 shares — an estimated $205K sold.

Pallas Capital Advisors first reported a position in CCI in Q2 2021 and held it in 4 quarters. The position peaked at $515K in Q3 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Pallas Capital Advisors reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Pallas Capital Advisors sold 1,839 Crown Castle shares in Q4 2024, an estimated $205K.
Pallas Capital Advisors first reported a position in Crown Castle in Q2 2021 and held it in 4 quarters.
Pallas Capital Advisors's Crown Castle position peaked at $515K in Q3 2021.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Pallas Capital Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.