RMDI
CCI icon

R.M. Davis Inc’s Crown Castle CCI Stock Holding History

R.M. Davis Inc’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
-2,130
Closed -$219K – 279
2025
Q2 		$219K Sell
2,130
-20
-0.9% -$2.02K ﹤0.01% 259
2025
Q1 		$224K Buy
+2,150
New +$201K ﹤0.01% 260
2024
Q4 		– Sell
-2,129
Closed -$253K – 278
2024
Q3 		$253K Buy
2,129
+3
+0.1% +$330 ﹤0.01% 249
2024
Q2 		$208K Sell
2,126
-913
-30% -$89.9K ﹤0.01% 268
2024
Q1 		$322K Hold
3,039
– – 0.01% 221
2023
Q4 		$350K Hold
3,039
– – 0.01% 212
2023
Q3 		$280K Hold
3,039
– – 0.01% 230
2023
Q2 		$346K Sell
3,039
-1,300
-30% -$155K 0.01% 216
2023
Q1 		$581K Sell
4,339
-64
-1% -$8.85K 0.01% 170
2022
Q4 		$597K Buy
4,403
+209
+5% +$28.3K 0.02% 169
2022
Q3 		$606K Buy
+4,194
New +$718K 0.02% 166

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

R.M. Davis Inc's CCI Position: Q3 2025 in Review

R.M. Davis Inc sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,130 shares — an estimated $219K sold.

R.M. Davis Inc first reported a position in CCI in Q3 2022 and held it in 11 quarters. The position peaked at $606K in Q3 2022. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • R.M. Davis Inc reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • R.M. Davis Inc sold 2,130 Crown Castle shares in Q3 2025, an estimated $219K.
  • R.M. Davis Inc first reported a position in Crown Castle in Q3 2022 and held it in 11 quarters.
  • R.M. Davis Inc's Crown Castle position peaked at $606K in Q3 2022.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on R.M. Davis Inc's 13F filing for Q3 2025, filed 12 Nov 2025.