Sonora Investment Management Group’s Crown Castle CCI Stock Holding History

Sonora Investment Management 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 Q2	–	Sell	-4,924	Closed	-$513K	–	307
2025 Q1	$513K	Sell	4,924 -418	-8%	-$39K	0.04%	165
2024 Q4	$485K	Buy	+5,342	New	+$558K	0.04%	173
2024 Q1	–	Sell	-2,204	Closed	-$254K	–	288
2023 Q4	$254K	Buy	+2,204	New	+$226K	0.02%	226
2023 Q2	–	Sell	-1,937	Closed	-$259K	–	267
2023 Q1	$259K	Buy	1,937 +17	+0.9%	+$2.35K	0.02%	224
2022 Q4	$260K	Buy	1,920 +360	+23%	+$48.7K	0.02%	222
2022 Q3	$263K	Hold	1,560	–	–	0.03%	169
2022 Q2	$263K	Buy	1,560 +89	+6%	+$16.2K	0.02%	202
2022 Q1	$273K	Buy	1,471 +52	+4%	+$9.26K	0.03%	176
2021 Q4	$296K	Buy	+1,419	New	+$262K	0.03%	172

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sonora Investment Management Group's CCI Position: Q2 2025 in Review

Sonora Investment Management Group sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 4,924 shares — an estimated $513K sold.

Sonora Investment Management Group first reported a position in CCI in Q4 2021 and held it in 9 quarters. The position peaked at $513K in Q1 2025. 1,077 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Sonora Investment Management Group reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Sonora Investment Management Group sold 4,924 Crown Castle shares in Q2 2025, an estimated $513K.
Sonora Investment Management Group first reported a position in Crown Castle in Q4 2021 and held it in 9 quarters.
Sonora Investment Management Group's Crown Castle position peaked at $513K in Q1 2025.
1,077 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Sonora Investment Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.