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Sage Mountain Advisors’s Crown Castle CCI Stock Holding History

Sage Mountain 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
-3,910
Closed -$377K – 566
2025
Q3 		$377K Sell
3,910
-2,144
-35% -$217K 0.02% 329
2025
Q2 		$622K Buy
6,054
+3,502
+137% +$354K 0.04% 206
2025
Q1 		$266K Buy
+2,552
New +$238K 0.02% 326
2024
Q4 		– Sell
-2,142
Closed -$254K – 480
2024
Q3 		$254K Buy
+2,142
New +$236K 0.02% 325
2023
Q2 		– Sell
-1,593
Closed -$213K – 359
2023
Q1 		$213K Buy
+1,593
New +$220K 0.03% 221
2021
Q4 		– Sell
-1,262
Closed -$219K – 692
2021
Q3 		$219K Buy
+1,262
New +$244K 0.03% 420

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 $3.37T AUM 44.26% 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

Sage Mountain Advisors's CCI Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 3,910 shares — an estimated $377K sold.

Sage Mountain Advisors first reported a position in CCI in Q3 2021 and held it in 6 quarters. The position peaked at $622K in Q2 2025. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Sage Mountain Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,910 Crown Castle shares in Q4 2025, an estimated $377K.
  • Sage Mountain Advisors first reported a position in Crown Castle in Q3 2021 and held it in 6 quarters.
  • Sage Mountain Advisors's Crown Castle position peaked at $622K in Q2 2025.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.