Trifecta Capital Advisors’s Crown Castle CCI Stock Holding History

Trifecta Capital Advisors’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	-21	Closed	-$2.03K	–	289
2025 Q3	$2.03K	Hold	21	–	–	﹤0.01%	335
2025 Q2	$2.16K	Hold	21	–	–	﹤0.01%	336
2025 Q1	$2.19K	Hold	21	–	–	﹤0.01%	299
2024 Q4	$1.91K	Hold	21	–	–	﹤0.01%	306
2024 Q3	$2.49K	Hold	21	–	–	﹤0.01%	290
2024 Q2	$2.05K	Hold	21	–	–	﹤0.01%	310
2024 Q1	$2.22K	Hold	21	–	–	﹤0.01%	298
2023 Q4	$2.42K	Hold	21	–	–	﹤0.01%	305
2023 Q3	$1.93K	Hold	21	–	–	﹤0.01%	310
2023 Q2	$2.39K	Hold	21	–	–	﹤0.01%	286
2023 Q1	$2.81K	Hold	21	–	–	﹤0.01%	266
2022 Q4	$2.85K	Buy	+21	New	+$2.84K	﹤0.01%	265

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Trifecta Capital Advisors's CCI Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 21 shares — an estimated $2.03K sold.

Trifecta Capital Advisors first reported a position in CCI in Q4 2022 and held it in 12 quarters. The position peaked at $2.85K in Q4 2022. 1,029 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

Trifecta Capital Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 21 Crown Castle shares in Q4 2025, an estimated $2.03K.
Trifecta Capital Advisors first reported a position in Crown Castle in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Crown Castle position peaked at $2.85K in Q4 2022.
1,029 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.