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Sheaff Brock Investment Advisors’s Crown Castle CCI Stock Holding History

Sheaff Brock 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 		$247K Buy
+2,370
New +$221K 0.02% 362
2024
Q4 		– Sell
-2,050
Closed -$243K – 454
2024
Q3 		$243K Hold
2,050
– – 0.02% 363
2024
Q2 		$200K Sell
2,050
-302
-13% -$29.7K 0.02% 397
2024
Q1 		$249K Hold
2,352
– – 0.02% 395
2023
Q4 		$271K Sell
2,352
-279
-11% -$28.6K 0.02% 366
2023
Q3 		$242K Sell
2,631
-150
-5% -$15.5K 0.02% 369
2023
Q2 		$317K Hold
2,781
– – 0.03% 335
2023
Q1 		$372K Hold
2,781
– – 0.03% 313
2022
Q4 		$377K Buy
2,781
+100
+4% +$13.5K 0.04% 293
2022
Q3 		$388K Hold
2,681
– – 0.04% 277
2022
Q2 		$451K Hold
2,681
– – 0.04% 262
2022
Q1 		$495K Hold
2,681
– – 0.03% 280
2021
Q4 		$560K Sell
2,681
-133
-5% -$24.6K 0.04% 261
2021
Q3 		$488K Sell
2,814
-35
-1% -$6.77K 0.04% 268
2021
Q2 		$556K Sell
2,849
-59
-2% -$11K 0.04% 250
2021
Q1 		$501K Buy
2,908
+28
+1% +$4.49K 0.04% 250
2020
Q4 		$458K Buy
2,880
+417
+17% +$67.6K 0.04% 254
2020
Q3 		$410K Hold
2,463
– – 0.04% 242
2020
Q2 		$412K Sell
2,463
-146
-6% -$23.5K 0.04% 242
2020
Q1 		$377K Buy
2,609
+202
+8% +$30.1K 0.05% 230
2019
Q4 		$342K Buy
2,407
+156
+7% +$21.3K 0.03% 312
2019
Q3 		$313K Buy
2,251
+36
+2% +$4.98K 0.03% 326
2019
Q2 		$289K Buy
2,215
+6
+0.3% +$772 0.03% 339
2019
Q1 		$283K Buy
2,209
+6
+0.3% +$704 0.03% 349
2018
Q4 		$239K Buy
+2,203
New +$242K 0.04% 360

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

Sheaff Brock Investment Advisors's CCI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Crown Castle (CCI) in Q1 2025: 2,370 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #362 among its holdings. This is a return to the name: Sheaff Brock Investment Advisors previously reported a position in CCI as recently as Q3 2024.

Sheaff Brock Investment Advisors first reported a position in CCI in Q4 2018 and has held it in 25 quarters since. The position peaked at $560K in Q4 2021. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,370 shares of Crown Castle worth $247K as of Q1 2025.
  • Crown Castle was a new Sheaff Brock Investment Advisors position in Q1 2025.
  • Crown Castle made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #362 holding.
  • Sheaff Brock Investment Advisors first reported a position in Crown Castle in Q4 2018 and has held it in 25 quarters since.
  • Sheaff Brock Investment Advisors's Crown Castle position peaked at $560K in Q4 2021.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.