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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 $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

Sheets Smith Wealth Management's CCI Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 5,775 shares — an estimated $557K sold.

Sheets Smith Wealth Management first reported a position in CCI in Q3 2023 and held it in 9 quarters. The position peaked at $741K in Q3 2024. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Sheets Smith Wealth Management reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,775 Crown Castle shares in Q4 2025, an estimated $557K.
  • Sheets Smith Wealth Management first reported a position in Crown Castle in Q3 2023 and held it in 9 quarters.
  • Sheets Smith Wealth Management's Crown Castle position peaked at $741K in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.