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Valued Retirements’s Crown Castle CCI Stock Holding History

Valued Retirements’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
-2,229
Closed -$229K – 94
2025
Q3 		$229K Hold
2,229
– – 0.26% 80
2025
Q2 		$229K Sell
2,229
-307
-12% -$31.1K 0.26% 80
2025
Q1 		$264K Sell
2,536
-42
-2% -$3.92K 0.35% 61
2024
Q4 		$234K Sell
2,578
-242
-9% -$25.3K 0.32% 68
2024
Q3 		$335K Buy
2,820
+518
+23% +$57.1K 0.46% 53
2024
Q2 		$225K Buy
2,302
+219
+11% +$21.6K 0.34% 64
2024
Q1 		$220K Buy
2,083
+73
+4% +$7.94K 0.35% 62
2023
Q4 		$232K Buy
+2,010
New +$206K 0.4% 54

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

Valued Retirements's CCI Position: Q4 2025 in Review

Valued Retirements sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,229 shares — an estimated $229K sold.

Valued Retirements first reported a position in CCI in Q4 2023 and held it in 8 quarters. The position peaked at $335K in Q3 2024. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Valued Retirements reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Valued Retirements sold 2,229 Crown Castle shares in Q4 2025, an estimated $229K.
  • Valued Retirements first reported a position in Crown Castle in Q4 2023 and held it in 8 quarters.
  • Valued Retirements's Crown Castle position peaked at $335K in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Valued Retirements's 13F filing for Q4 2025, filed 9 Feb 2026.