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Stonegate Investment Group’s Crown Castle CCI Stock Holding History

Stonegate Investment 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
Q3 		$2.47M Buy
25,641
+333
+1% +$33.7K 0.06% 121
2025
Q2 		$2.6M Buy
25,308
+2,096
+9% +$212K 0.07% 118
2025
Q1 		$2.42M Buy
23,212
+2,384
+11% +$223K 0.06% 108
2024
Q4 		$1.89M Buy
20,828
+1,465
+8% +$153K 0.05% 118
2024
Q3 		$2.3M Buy
19,363
+3,285
+20% +$362K 0.06% 117
2024
Q2 		$1.57M Buy
16,078
+597
+4% +$58.8K 0.05% 132
2024
Q1 		$1.64M Buy
15,481
+1,509
+11% +$164K 0.05% 129
2023
Q4 		$1.61M Sell
13,972
-2,326
-14% -$238K 0.05% 132
2023
Q3 		$1.5M Sell
16,298
-1,520
-9% -$157K 0.05% 126
2023
Q2 		$2.03M Buy
17,818
+237
+1% +$28.2K 0.07% 114
2023
Q1 		$2.35M Buy
17,581
+674
+4% +$93.2K 0.09% 100
2022
Q4 		$2.29M Sell
16,907
-1,251
-7% -$169K 0.1% 93
2022
Q3 		$2.63M Buy
18,158
+599
+3% +$103K 0.12% 94
2022
Q2 		$2.96M Buy
17,559
+2,280
+15% +$415K 0.13% 93
2022
Q1 		$2.82M Buy
15,279
+3,644
+31% +$649K 0.09% 80
2021
Q4 		$2.43M Buy
+11,635
New +$2.15M 0.1% 92

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stonegate Investment Group's CCI Position: Q3 2025 in Review

Stonegate Investment Group increased its Crown Castle (CCI) stake by 1.3% in Q3 2025, buying an estimated $33.7K and bringing the position to 25,641 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #121.

Stonegate Investment Group first reported a position in CCI in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.96M in Q2 2022. 1,060 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Stonegate Investment Group held 25,641 shares of Crown Castle worth $2.47M as of Q3 2025.
  • Stonegate Investment Group bought 333 Crown Castle shares in Q3 2025, an estimated $33.7K.
  • Crown Castle made up 0.06% of Stonegate Investment Group's portfolio in Q3 2025, its #121 holding.
  • Stonegate Investment Group first reported a position in Crown Castle in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Crown Castle position peaked at $2.96M in Q2 2022.
  • 1,060 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.