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Schechter Investment Advisors’s Crown Castle CCI Stock Holding History

Schechter Investment 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
Q1 		– Sell
-2,391
Closed -$217K – 641
2024
Q4 		$217K Sell
2,391
-2,293
-49% -$240K 0.02% 558
2024
Q3 		$556K Sell
4,684
-378
-7% -$41.6K 0.04% 377
2024
Q2 		$495K Sell
5,062
-2,117
-29% -$208K 0.04% 375
2024
Q1 		$760K Sell
7,179
-1,305
-15% -$142K 0.06% 294
2023
Q4 		$977K Sell
8,484
-1,421
-14% -$146K 0.08% 236
2023
Q3 		$912K Buy
9,905
+1,811
+22% +$188K 0.09% 234
2023
Q2 		$922K Sell
8,094
-4,305
-35% -$512K 0.08% 256
2023
Q1 		$1.66M Buy
12,399
+703
+6% +$97.2K 0.15% 150
2022
Q4 		$1.59M Sell
11,696
-1,183
-9% -$160K 0.14% 162
2022
Q3 		$1.86M Sell
12,879
-861
-6% -$147K 0.18% 107
2022
Q2 		$2.31M Sell
13,740
-1,226
-8% -$223K 0.23% 73
2022
Q1 		$2.76M Sell
14,966
-421
-3% -$74.9K 0.26% 60
2021
Q4 		$3.21M Buy
+15,387
New +$2.84M 0.29% 56

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schechter Investment Advisors's CCI Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 2,391 shares — an estimated $217K sold.

Schechter Investment Advisors first reported a position in CCI in Q4 2021 and held it in 13 quarters. The position peaked at $3.21M in Q4 2021. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 2,391 Crown Castle shares in Q1 2025, an estimated $217K.
  • Schechter Investment Advisors first reported a position in Crown Castle in Q4 2021 and held it in 13 quarters.
  • Schechter Investment Advisors's Crown Castle position peaked at $3.21M in Q4 2021.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.