Private Wealth Partners’s Crown Castle CCI Stock Holding History

Private 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 Q1	–	Sell	-5,001	Closed	-$454K	–	163
2024 Q4	$454K	Hold	5,001	–	–	0.03%	130
2024 Q3	$593K	Sell	5,001 -200	-4%	-$22K	0.05%	118
2024 Q2	$508K	Buy	5,201 +2,470	+90%	+$243K	0.04%	113
2024 Q1	$289K	Sell	2,731 -4,800	-64%	-$522K	0.02%	137
2023 Q4	$867K	Hold	7,531	–	–	0.07%	92
2023 Q3	$693K	Sell	7,531 -1,478	-16%	-$153K	0.07%	96
2023 Q2	$1.03M	Sell	9,009 -395	-4%	-$47K	0.09%	79
2023 Q1	$1.26M	Sell	9,404 -20,130	-68%	-$2.78M	0.13%	69
2022 Q4	$4.01M	Sell	29,534 -1,167	-4%	-$158K	0.46%	41
2022 Q3	$4.44M	Sell	30,701 -300	-1%	-$51.3K	0.57%	35
2022 Q2	$5.22M	Sell	31,001 -15,551	-33%	-$2.83M	0.61%	36
2022 Q1	$8.59M	Sell	46,552 -2,263	-5%	-$403K	0.77%	36
2021 Q4	$10.2M	Sell	48,815 -1,139	-2%	-$210K	0.86%	34
2021 Q3	$8.66M	Sell	49,954 -823	-2%	-$159K	0.8%	36
2021 Q2	$9.91M	Buy	50,777 +140	+0.3%	+$26.2K	0.92%	35
2021 Q1	$8.72M	Buy	50,637 +15,586	+44%	+$2.5M	0.92%	34
2020 Q4	$5.58M	Buy	35,051 +24,031	+218%	+$3.9M	0.61%	39
2020 Q3	$1.83M	Buy	11,020 +741	+7%	+$122K	0.21%	57
2020 Q2	$1.72M	Buy	10,279 +710	+7%	+$114K	0.24%	58
2020 Q1	$1.38M	Hold	9,569	–	–	0.23%	59
2019 Q4	$1.36M	Hold	9,569	–	–	0.19%	67
2019 Q3	$1.33M	Hold	9,569	–	–	0.21%	63
2019 Q2	$1.25M	Buy	9,569 +869	+10%	+$112K	0.19%	64
2019 Q1	$1.11M	Hold	8,700	–	–	0.18%	62
2018 Q4	$945K	Hold	8,700	–	–	0.18%	57
2018 Q3	$969K	Hold	8,700	–	–	0.15%	71
2018 Q2	$938K	Hold	8,700	–	–	0.16%	72
2018 Q1	$954K	Hold	8,700	–	–	0.17%	75
2017 Q4	$966K	Hold	8,700	–	–	0.18%	77
2017 Q3	$870K	Sell	8,700 -100	-1%	-$10.2K	0.17%	79
2017 Q2	$882K	Hold	8,800	–	–	0.19%	67
2017 Q1	$831K	Hold	8,800	–	–	0.18%	66
2016 Q4	$764K	Hold	8,800	–	–	0.18%	63
2016 Q3	$829K	Hold	8,800	–	–	0.2%	68
2016 Q2	$893K	Hold	8,800	–	–	0.21%	69
2016 Q1	$761K	Sell	8,800 -6,848	-44%	-$581K	0.18%	76
2015 Q4	$1.35M	Buy	15,648 +820	+6%	+$69.6K	0.32%	65
2015 Q3	$1.17M	Buy	14,828 +180	+1%	+$14.6K	0.29%	64
2015 Q2	$1.18M	Hold	14,648	–	–	0.27%	72
2015 Q1	$1.21M	Sell	14,648 -3,200	-18%	-$273K	0.28%	74
2014 Q4	$1.41M	Hold	17,848	–	–	0.33%	71
2014 Q3	$1.44M	Sell	17,848 -700	-4%	-$54.1K	0.32%	76
2014 Q2	$1.38M	Hold	18,548	–	–	0.3%	78
2014 Q1	$1.37M	Hold	18,548	–	–	0.32%	71
2013 Q4	$1.36M	Hold	18,548	–	–	0.3%	75
2013 Q3	$1.35M	Hold	18,548	–	–	0.32%	74
2013 Q2	$1.34M	Buy	+18,548	New	+$1.36M	0.33%	75

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Wealth Partners's CCI Position: Q1 2025 in Review

Private Wealth Partners sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 5,001 shares — an estimated $454K sold.

Private Wealth Partners first reported a position in CCI in Q2 2013 and held it in 47 quarters. The position peaked at $10.2M in Q4 2021. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

Private Wealth Partners reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
Private Wealth Partners sold 5,001 Crown Castle shares in Q1 2025, an estimated $454K.
Private Wealth Partners first reported a position in Crown Castle in Q2 2013 and held it in 47 quarters.
Private Wealth Partners's Crown Castle position peaked at $10.2M in Q4 2021.
1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.