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 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

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