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Prospera Financial Services’s Crown Castle CCI Stock Holding History

Prospera Financial Services’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
Q4 		– Sell
-2,251
Closed -$217K – 1370
2025
Q3 		$217K Sell
2,251
-502
-18% -$50.8K ﹤0.01% 1274
2025
Q2 		$283K Sell
2,753
-7,802
-74% -$790K 0.01% 1131
2025
Q1 		$1.1M Buy
10,555
+8,228
+354% +$768K 0.03% 539
2024
Q4 		$211K Sell
2,327
-1,766
-43% -$185K ﹤0.01% 1066
2024
Q3 		$485K Sell
4,093
-81
-2% -$8.92K 0.01% 730
2024
Q2 		$408K Sell
4,174
-2,835
-40% -$279K 0.01% 790
2024
Q1 		$742K Sell
7,009
-17,901
-72% -$1.95M 0.02% 580
2023
Q4 		$2.87M Sell
24,910
-7,874
-24% -$807K 0.1% 246
2023
Q3 		$3.02M Buy
32,784
+2,957
+10% +$306K 0.12% 194
2023
Q2 		$3.4M Buy
29,827
+8,086
+37% +$962K 0.13% 185
2023
Q1 		$2.91M Buy
21,741
+5,598
+35% +$774K 0.12% 207
2022
Q4 		$2.19M Buy
16,143
+3,346
+26% +$452K 0.11% 215
2022
Q3 		$1.85M Sell
12,797
-593
-4% -$101K 0.1% 244
2022
Q2 		$2.25M Buy
13,390
+1,092
+9% +$199K 0.12% 223
2022
Q1 		$2.27M Buy
12,298
+1,126
+10% +$200K 0.1% 251
2021
Q4 		$2.33M Buy
11,172
+596
+6% +$110K 0.1% 237
2021
Q3 		$1.83M Buy
10,576
+509
+5% +$98.4K 0.09% 256
2021
Q2 		$1.96M Sell
10,067
-54
-0.5% -$10.1K 0.1% 246
2021
Q1 		$1.74M Buy
10,121
+750
+8% +$120K 0.1% 235
2020
Q4 		$1.49M Buy
9,371
+8,490
+964% +$1.38M 0.1% 225
2020
Q3 		$147K Sell
881
-2,852
-76% -$471K 0.06% 307
2020
Q2 		$621K Buy
3,733
+397
+12% +$63.9K 0.06% 312
2020
Q1 		$482K Sell
3,336
-1,250
-27% -$186K 0.05% 307
2019
Q4 		$652K Buy
4,586
+1,976
+76% +$270K 0.05% 325
2019
Q3 		$363K Buy
2,610
+62
+2% +$8.57K 0.04% 389
2019
Q2 		$339K Buy
2,548
+151
+6% +$19.4K 0.04% 374
2019
Q1 		$308K Buy
+2,397
New +$281K 0.1% 242
2016
Q3 		– Sell
-2,078
Closed -$211K – 385
2016
Q2 		$211K Buy
+2,078
New +$189K 0.04% 311

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Prospera Financial Services's CCI Position: Q4 2025 in Review

Prospera Financial Services sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,251 shares — an estimated $217K sold.

Prospera Financial Services first reported a position in CCI in Q2 2016 and held it in 28 quarters. The position peaked at $3.4M in Q2 2023. 1,028 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Prospera Financial Services reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 2,251 Crown Castle shares in Q4 2025, an estimated $217K.
  • Prospera Financial Services first reported a position in Crown Castle in Q2 2016 and held it in 28 quarters.
  • Prospera Financial Services's Crown Castle position peaked at $3.4M in Q2 2023.
  • 1,028 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.