Principle Wealth Partners’s Crown Castle CCI Stock Holding History

Principle Wealth Partners’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	-2,341	Closed	-$240K	–	363
2025 Q2	$240K	Sell	2,341 -779	-25%	-$78.8K	0.02%	334
2025 Q1	$325K	Buy	+3,120	New	+$291K	0.02%	277
2024 Q2	–	Sell	-2,072	Closed	-$219K	–	329
2024 Q1	$219K	Buy	+2,072	New	+$225K	0.02%	324
2023 Q4	–	Sell	-2,962	Closed	-$273K	–	336
2023 Q3	$273K	Sell	2,962 -440	-13%	-$45.6K	0.03%	266
2023 Q2	$388K	Buy	+3,402	New	+$405K	0.04%	228
2022 Q3	–	Sell	-1,210	Closed	-$204K	–	294
2022 Q2	$204K	Sell	1,210 -500	-29%	-$91K	0.02%	295
2022 Q1	$316K	Hold	1,710	–	–	0.03%	253
2021 Q4	$357K	Hold	1,710	–	–	0.04%	243
2021 Q3	$296K	Hold	1,710	–	–	0.03%	250
2021 Q2	$334K	Hold	1,710	–	–	0.04%	236
2021 Q1	$294K	Buy	1,710 +100	+6%	+$16K	0.03%	238
2020 Q4	$256K	Buy	+1,610	New	+$261K	0.03%	241
2020 Q3	–	Sell	-1,110	Closed	-$186K	–	196
2020 Q2	$186K	Buy	+1,110	New	+$179K	0.05%	157

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

Principle Wealth Partners's CCI Position: Q3 2025 in Review

Principle Wealth Partners sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,341 shares — an estimated $240K sold.

Principle Wealth Partners first reported a position in CCI in Q2 2020 and held it in 13 quarters. The position peaked at $388K in Q2 2023. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

Principle Wealth Partners reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
Principle Wealth Partners sold 2,341 Crown Castle shares in Q3 2025, an estimated $240K.
Principle Wealth Partners first reported a position in Crown Castle in Q2 2020 and held it in 13 quarters.
Principle Wealth Partners's Crown Castle position peaked at $388K in Q2 2023.
1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Principle Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.