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SteelPeak Wealth’s Crown Castle CCI Stock Holding History

SteelPeak Wealth’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
-4,066
Closed -$392K – 549
2025
Q3 		$392K Sell
4,066
-6,792
-63% -$687K 0.01% 427
2025
Q2 		$1.12M Sell
10,858
-1,285
-11% -$130K 0.04% 253
2025
Q1 		$1.27M Buy
12,143
+2,323
+24% +$217K 0.05% 222
2024
Q4 		$891K Sell
9,820
-1,020
-9% -$107K 0.04% 264
2024
Q3 		$1.29M Buy
10,840
+7,647
+239% +$842K 0.06% 205
2024
Q2 		$312K Sell
3,193
-6,240
-66% -$615K 0.01% 376
2024
Q1 		$998K Buy
9,433
+6,654
+239% +$724K 0.05% 216
2023
Q4 		$320K Buy
2,779
+257
+10% +$26.3K 0.02% 327
2023
Q3 		$232K Sell
2,522
-1,305
-34% -$135K 0.01% 363
2023
Q2 		$436K Buy
+3,827
New +$456K 0.03% 263
2022
Q3 		– Sell
-1,459
Closed -$246K – 404
2022
Q2 		$246K Buy
1,459
+10
+0.7% +$1.82K 0.02% 348
2022
Q1 		$268K Buy
1,449
+8
+0.6% +$1.42K 0.02% 363
2021
Q4 		$301K Sell
1,441
-80
-5% -$14.8K 0.02% 328
2021
Q3 		$264K Sell
1,521
-64
-4% -$12.4K 0.02% 350
2021
Q2 		$309K Sell
1,585
-75
-5% -$14K 0.02% 332
2021
Q1 		$286K Sell
1,660
-10
-0.6% -$1.6K 0.02% 310
2020
Q4 		$266K Buy
1,670
+7
+0.4% +$1.14K 0.02% 275
2020
Q3 		$277K Sell
1,663
-170
-9% -$28.1K 0.03% 222
2020
Q2 		$307K Buy
1,833
+101
+6% +$16.3K 0.04% 200
2020
Q1 		$250K Buy
1,732
+68
+4% +$10.1K 0.04% 190
2019
Q4 		$237K Buy
+1,664
New +$227K 0.03% 220

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

SteelPeak Wealth's CCI Position: Q4 2025 in Review

SteelPeak Wealth sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 4,066 shares — an estimated $392K sold.

SteelPeak Wealth first reported a position in CCI in Q4 2019 and held it in 21 quarters. The position peaked at $1.29M in Q3 2024. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • SteelPeak Wealth reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 4,066 Crown Castle shares in Q4 2025, an estimated $392K.
  • SteelPeak Wealth first reported a position in Crown Castle in Q4 2019 and held it in 21 quarters.
  • SteelPeak Wealth's Crown Castle position peaked at $1.29M in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

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