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Resonant Capital Advisors’s Crown Castle CCI Stock Holding History

Resonant Capital 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
-2,474
Closed -$254K – 441
2025
Q2 		$254K Buy
2,474
+537
+28% +$54.3K 0.02% 354
2025
Q1 		$202K Buy
+1,937
New +$181K 0.01% 366

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

Resonant Capital Advisors's CCI Position: Q3 2025 in Review

Resonant Capital Advisors sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,474 shares — an estimated $254K sold.

Resonant Capital Advisors first reported a position in CCI in Q1 2025 and held it in 2 quarters. The position peaked at $254K in Q2 2025. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Resonant Capital Advisors reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Resonant Capital Advisors sold 2,474 Crown Castle shares in Q3 2025, an estimated $254K.
  • Resonant Capital Advisors first reported a position in Crown Castle in Q1 2025 and held it in 2 quarters.
  • Resonant Capital Advisors's Crown Castle position peaked at $254K in Q2 2025.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Resonant Capital Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.