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Rise Advisors’s Crown Castle CCI Stock Holding History

Rise 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
Q4 		– Sell
-292
Closed -$28.2K – 323
2025
Q3 		$28.2K Buy
292
+5
+2% +$506 0.01% 404
2025
Q2 		$29.5K Buy
287
+16
+6% +$1.62K 0.01% 351
2025
Q1 		$28.2K Buy
+271
New +$25.3K 0.01% 342
2024
Q2 		– Sell
-15
Closed -$1.48K – 1240
2024
Q1 		$1.59K Sell
15
-17
-53% -$1.85K ﹤0.01% 1155
2023
Q4 		$3.67K Sell
32
-33
-51% -$3.38K ﹤0.01% 409
2023
Q3 		$6.02K Sell
65
-6
-8% -$622 ﹤0.01% 360
2023
Q2 		$8.04K Sell
71
-5
-7% -$595 0.01% 369
2023
Q1 		$10.1K Buy
76
+7
+10% +$968 0.01% 358
2022
Q4 		$9.38K Hold
69
– – 0.01% 358
2022
Q3 		$10K Buy
69
+1
+1% +$171 0.01% 331
2022
Q2 		$11K Buy
68
+6
+10% +$1.09K 0.01% 322
2022
Q1 		$11K Buy
62
+41
+195% +$7.3K 0.01% 312
2021
Q4 		$12.8K Buy
+21
New +$3.88K 0.01% 296

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rise Advisors's CCI Position: Q4 2025 in Review

Rise Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 292 shares — an estimated $28.2K sold.

Rise Advisors first reported a position in CCI in Q4 2021 and held it in 13 quarters. The position peaked at $29.5K in Q2 2025. 1,032 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Rise Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 292 Crown Castle shares in Q4 2025, an estimated $28.2K.
  • Rise Advisors first reported a position in Crown Castle in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's Crown Castle position peaked at $29.5K in Q2 2025.
  • 1,032 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.