SageView Advisory Group’s Crown Castle CCI Stock Holding History

SageView Advisory Group’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	$498K	Sell	5,598 -676	-11%	-$62.2K	0.02%	364
2025 Q3	$605K	Buy	6,274 +518	+9%	+$52.4K	0.02%	345
2025 Q2	$626K	Buy	5,756 +252	+5%	+$25.5K	0.02%	328
2025 Q1	$574K	Buy	5,504 +200	+4%	+$18.7K	0.02%	318
2024 Q4	$481K	Buy	5,304 +87	+2%	+$9.1K	0.02%	348
2024 Q3	$619K	Sell	5,217 -4	-0.1%	-$441	0.03%	263
2024 Q2	$510K	Buy	5,221 +109	+2%	+$10.7K	0.02%	336
2024 Q1	$541K	Sell	5,112 -553	-10%	-$60.2K	0.03%	308
2023 Q4	$612K	Buy	5,665 +2,240	+65%	+$229K	0.03%	351
2023 Q3	$315K	Sell	3,425 -661	-16%	-$68.5K	0.02%	412
2023 Q2	$466K	Buy	4,086 +38	+0.9%	+$4.52K	0.03%	367
2023 Q1	$542K	Buy	+4,048	New	+$560K	0.03%	293

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SageView Advisory Group's CCI Position: Q4 2025 in Review

SageView Advisory Group reduced its Crown Castle (CCI) stake by 11% in Q4 2025, selling an estimated $62.2K and leaving 5,598 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #364.

SageView Advisory Group first reported a position in CCI in Q1 2023 and has held it in 12 quarters since. The position peaked at $626K in Q2 2025. 1,029 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

SageView Advisory Group held 5,598 shares of Crown Castle worth $498K as of Q4 2025.
SageView Advisory Group sold 676 Crown Castle shares in Q4 2025, an estimated $62.2K.
Crown Castle made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #364 holding.
SageView Advisory Group first reported a position in Crown Castle in Q1 2023 and has held it in 12 quarters since.
SageView Advisory Group's Crown Castle position peaked at $626K in Q2 2025.
1,029 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.