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Umpqua Bank’s Crown Castle CCI Stock Holding History

Umpqua Bank’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 		– Sell
-2,953
Closed -$303K – 156
2025
Q2 		$303K Sell
2,953
-4,061
-58% -$411K 0.09% 140
2025
Q1 		$731K Buy
7,014
+786
+13% +$73.4K 0.25% 88
2024
Q4 		$540K Buy
6,228
+1,136
+22% +$119K 0.19% 104
2024
Q3 		$604K Buy
5,092
+197
+4% +$21.7K 0.22% 101
2024
Q2 		$478K Buy
4,895
+141
+3% +$13.9K 0.19% 104
2024
Q1 		$503K Buy
+4,754
New +$517K 0.21% 100

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Umpqua Bank's CCI Position: Q3 2025 in Review

Umpqua Bank sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,953 shares — an estimated $303K sold.

Umpqua Bank first reported a position in CCI in Q1 2024 and held it in 6 quarters. The position peaked at $731K in Q1 2025. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Umpqua Bank reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Umpqua Bank sold 2,953 Crown Castle shares in Q3 2025, an estimated $303K.
  • Umpqua Bank first reported a position in Crown Castle in Q1 2024 and held it in 6 quarters.
  • Umpqua Bank's Crown Castle position peaked at $731K in Q1 2025.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Umpqua Bank's 13F filing for Q3 2025, filed 6 Nov 2025.