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Prudent Man Advisors’s Crown Castle CCI Stock Holding History

Prudent Man Advisors’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
-2,304
Closed -$237K – 143
2025
Q2 		$237K Buy
2,304
+26
+1% +$2.63K 0.08% 153
2025
Q1 		$237K Hold
2,278
– – 0.09% 143
2024
Q4 		$207K Sell
2,278
-279
-11% -$29.2K 0.08% 160
2024
Q3 		$303K Hold
2,557
– – 0.1% 138
2024
Q2 		$250K Buy
2,557
+136
+6% +$13.4K 0.09% 138
2024
Q1 		$256K Sell
2,421
-220
-8% -$23.9K 0.1% 140
2023
Q4 		$304K Sell
2,641
-20
-0.8% -$2.05K 0.11% 139
2023
Q3 		$245K Hold
2,661
– – 0.1% 151
2023
Q2 		$303K Hold
2,661
– – 0.11% 141
2023
Q1 		$356K Hold
2,661
– – 0.14% 135
2022
Q4 		$361K Buy
2,661
+298
+13% +$40.3K 0.15% 130
2022
Q3 		$342K Buy
2,363
+1,124
+91% +$192K 0.16% 119
2022
Q2 		$209K Hold
1,239
– – 0.1% 147
2022
Q1 		$229K Sell
1,239
-188
-13% -$33.5K 0.09% 157
2021
Q4 		$298K Sell
1,427
-355
-20% -$65.6K 0.11% 134
2021
Q3 		$309K Hold
1,782
– – 0.12% 139
2021
Q2 		$348K Hold
1,782
– – 0.13% 125
2021
Q1 		$307K Buy
1,782
+290
+19% +$46.5K 0.13% 132
2020
Q4 		$238K Hold
1,492
– – 0.1% 156
2020
Q3 		$248K Buy
1,492
+113
+8% +$18.6K 0.13% 134
2020
Q2 		$231K Buy
+1,379
New +$222K 0.21% 129

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 $3.37T AUM 44.26% 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

Prudent Man Advisors's CCI Position: Q3 2025 in Review

Prudent Man Advisors sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,304 shares — an estimated $237K sold.

Prudent Man Advisors first reported a position in CCI in Q2 2020 and held it in 21 quarters. The position peaked at $361K in Q4 2022. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Prudent Man Advisors reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 2,304 Crown Castle shares in Q3 2025, an estimated $237K.
  • Prudent Man Advisors first reported a position in Crown Castle in Q2 2020 and held it in 21 quarters.
  • Prudent Man Advisors's Crown Castle position peaked at $361K in Q4 2022.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.