Perpetual Ltd’s Crown Castle CCI Stock Holding History

Perpetual Ltd’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	-2,962	Closed	-$304K	–	407
2025 Q2	$304K	Sell	2,962 -4,143	-58%	-$419K	﹤0.01%	376
2025 Q1	$741K	Hold	7,105	–	–	0.01%	275
2024 Q4	$645K	Hold	7,105	–	–	0.01%	296
2024 Q3	$843K	Hold	7,105	–	–	0.01%	275
2024 Q2	$694K	Sell	7,105 -1,026	-13%	-$101K	0.01%	309
2024 Q1	$861K	Sell	8,131 -279	-3%	-$30.3K	0.01%	295
2023 Q4	$969K	Hold	8,410	–	–	0.01%	276
2023 Q3	$774K	Buy	8,410 +1,623	+24%	+$168K	0.01%	312
2023 Q2	$773K	Sell	6,787 -8,818	-57%	-$1.05M	0.01%	344
2023 Q1	$2.09M	Buy	+15,605	New	+$2.16M	0.02%	239
2020 Q3	$444K	Buy	+2,665	New	+$440K	0.03%	220
2020 Q1	–	Sell	-2,665	Closed	-$378K	–	180
2019 Q4	$378K	Hold	2,665	–	–	0.06%	118
2019 Q3	$370K	Hold	2,665	–	–	0.06%	118
2019 Q2	$347K	Hold	2,665	–	–	0.06%	117
2019 Q1	$341K	Hold	2,665	–	–	0.05%	130
2018 Q4	$288K	Hold	2,665	–	–	0.04%	135
2018 Q3	$297K	Buy	+2,665	New	+$297K	0.04%	144
2018 Q1	–	Sell	-2,500	Closed	-$275K	–	172
2017 Q4	$275K	Hold	2,500	–	–	0.04%	145
2017 Q3	$254K	Hold	2,500	–	–	0.04%	145
2017 Q2	$250K	Hold	2,500	–	–	0.02%	234
2017 Q1	$236K	Buy	+2,500	New	+$224K	0.02%	172
2015 Q3	–	Sell	-3,000	Closed	-$241K	–	166
2015 Q2	$241K	Buy	+3,000	New	+$250K	0.03%	166

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 $3.37T AUM 44.26% 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

Perpetual Ltd's CCI Position: Q3 2025 in Review

Perpetual Ltd sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,962 shares — an estimated $304K sold.

Perpetual Ltd first reported a position in CCI in Q2 2015 and held it in 22 quarters. The position peaked at $2.09M in Q1 2023. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

Perpetual Ltd reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
Perpetual Ltd sold 2,962 Crown Castle shares in Q3 2025, an estimated $304K.
Perpetual Ltd first reported a position in Crown Castle in Q2 2015 and held it in 22 quarters.
Perpetual Ltd's Crown Castle position peaked at $2.09M in Q1 2023.
1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Perpetual Ltd's 13F filing for Q3 2025, filed 10 Oct 2025.