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ProVise Management Group’s Crown Castle CCI Stock Holding History

ProVise Management Group’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
-2,038
Closed -$209K – 261
2025
Q2 		$209K Buy
2,038
+23
+1% +$2.33K 0.02% 243
2025
Q1 		$210K Buy
+2,015
New +$188K 0.02% 238
2024
Q4 		– Sell
-2,015
Closed -$239K – 262
2024
Q3 		$239K Buy
+2,015
New +$222K 0.02% 266
2024
Q2 		– Sell
-2,030
Closed -$215K – 296
2024
Q1 		$215K Hold
2,030
– – 0.02% 279
2023
Q4 		$234K Buy
+2,030
New +$208K 0.02% 304
2023
Q3 		– Sell
-2,030
Closed -$231K – 339
2023
Q2 		$231K Hold
2,030
– – 0.02% 309
2023
Q1 		$272K Sell
2,030
-104
-5% -$14.4K 0.03% 294
2022
Q4 		$289K Sell
2,134
-21
-1% -$2.84K 0.03% 263
2022
Q3 		$312K Sell
2,155
-28
-1% -$4.79K 0.03% 248
2022
Q2 		$368K Buy
2,183
+25
+1% +$4.55K 0.04% 237
2022
Q1 		$398K Sell
2,158
-35
-2% -$6.23K 0.04% 249
2021
Q4 		$458K Hold
2,193
– – 0.04% 249
2021
Q3 		$380K Buy
+2,193
New +$424K 0.04% 252
2018
Q1 		– Sell
-5,000
Closed -$555K – 304
2017
Q4 		$555K Hold
5,000
– – 0.08% 198
2017
Q3 		$500K Hold
5,000
– – 0.07% 210
2017
Q2 		$501K Sell
5,000
-1,200
-19% -$118K 0.08% 209
2017
Q1 		$586K Hold
6,200
– – 0.09% 192
2016
Q4 		$538K Sell
6,200
-550
-8% -$48.2K 0.09% 202
2016
Q3 		$636K Buy
6,750
+650
+11% +$62.5K 0.11% 185
2016
Q2 		$619K Buy
+6,100
New +$554K 0.11% 179
2014
Q4 		– Sell
-6,500
Closed -$523K – 294
2014
Q3 		$523K Hold
6,500
– – 0.11% 198
2014
Q2 		$483K Buy
6,500
+1,100
+20% +$82.5K 0.1% 209
2014
Q1 		$398K Buy
+5,400
New +$396K 0.1% 208

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ProVise Management Group's CCI Position: Q3 2025 in Review

ProVise Management Group sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,038 shares — an estimated $209K sold.

ProVise Management Group first reported a position in CCI in Q1 2014 and held it in 23 quarters. The position peaked at $636K in Q3 2016. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • ProVise Management Group reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • ProVise Management Group sold 2,038 Crown Castle shares in Q3 2025, an estimated $209K.
  • ProVise Management Group first reported a position in Crown Castle in Q1 2014 and held it in 23 quarters.
  • ProVise Management Group's Crown Castle position peaked at $636K in Q3 2016.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on ProVise Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.