SSWM
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Sheets Smith Wealth Management’s Crown Castle CCI Stock Holding History

Sheets Smith Wealth Management’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
-5,775
Closed -$557K – 396
2025
Q3 		$557K Sell
5,775
-120
-2% -$12.1K 0.06% 268
2025
Q2 		$606K Sell
5,895
-100
-2% -$10.1K 0.07% 255
2025
Q1 		$625K Sell
5,995
-90
-1% -$8.4K 0.08% 218
2024
Q4 		$552K Sell
6,085
-165
-3% -$17.3K 0.07% 249
2024
Q3 		$741K Hold
6,250
– – 0.09% 189
2024
Q2 		$611K Buy
6,250
+130
+2% +$12.8K 0.07% 211
2024
Q1 		$648K Buy
6,120
+345
+6% +$37.5K 0.07% 206
2023
Q4 		$665K Sell
5,775
-395
-6% -$40.5K 0.09% 176
2023
Q3 		$568K Buy
+6,170
New +$639K 0.09% 189

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return