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Ridgewood Investments’s Crown Castle CCI Stock Holding History

Ridgewood Investments’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
-500
Closed -$51.4K – 270
2025
Q2 		$51.4K Hold
500
– – 0.02% 326
2025
Q1 		$52.1K Hold
500
– – 0.02% 312
2024
Q4 		$45.4K Sell
500
-38
-7% -$3.97K 0.02% 323
2024
Q3 		$63.8K Sell
538
-40
-7% -$4.41K 0.03% 281
2024
Q2 		$56.5K Buy
+578
New +$56.9K 0.03% 302
2023
Q3 		– Sell
-736
Closed -$83.8K – 261
2023
Q2 		$83.8K Sell
736
-20
-3% -$2.38K 0.05% 255
2023
Q1 		$101K Buy
+756
New +$105K 0.06% 251

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

Ridgewood Investments's CCI Position: Q3 2025 in Review

Ridgewood Investments sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 500 shares — an estimated $51.4K sold.

Ridgewood Investments first reported a position in CCI in Q1 2023 and held it in 7 quarters. The position peaked at $101K in Q1 2023. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Ridgewood Investments reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 500 Crown Castle shares in Q3 2025, an estimated $51.4K.
  • Ridgewood Investments first reported a position in Crown Castle in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Crown Castle position peaked at $101K in Q1 2023.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.