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Visionary Wealth Advisors’s Crown Castle CCI Stock Holding History

Visionary Wealth 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
Q3 		– Sell
-2,057
Closed -$211K – 596
2025
Q2 		$211K Sell
2,057
-96
-4% -$9.72K 0.01% 545
2025
Q1 		$224K Buy
+2,153
New +$201K 0.01% 501
2024
Q4 		– Sell
-3,910
Closed -$464K – 541
2024
Q3 		$464K Buy
3,910
+190
+5% +$20.9K 0.03% 353
2024
Q2 		$363K Sell
3,720
-544
-13% -$53.6K 0.02% 384
2024
Q1 		$451K Buy
4,264
+107
+3% +$11.6K 0.03% 337
2023
Q4 		$479K Buy
+4,157
New +$426K 0.04% 319
2023
Q3 		– Sell
-1,791
Closed -$204K – 456
2023
Q2 		$204K Buy
1,791
+208
+13% +$24.8K 0.02% 434
2023
Q1 		$212K Sell
1,583
-65
-4% -$8.99K 0.02% 416
2022
Q4 		$224K Buy
1,648
+2
+0.1% +$270 0.02% 377
2022
Q3 		$238K Sell
1,646
-17
-1% -$2.91K 0.02% 339
2022
Q2 		$280K Sell
1,663
-337
-17% -$61.3K 0.03% 335
2022
Q1 		$369K Buy
2,000
+305
+18% +$54.3K 0.03% 295
2021
Q4 		$354K Buy
1,695
+153
+10% +$28.3K 0.03% 270
2021
Q3 		$267K Sell
1,542
-105
-6% -$20.3K 0.03% 260
2021
Q2 		$321K Sell
1,647
-139
-8% -$26K 0.03% 259
2021
Q1 		$307K Buy
1,786
+199
+13% +$31.9K 0.03% 248
2020
Q4 		$253K Buy
1,587
+180
+13% +$29.2K 0.03% 255
2020
Q3 		$234K Buy
1,407
+38
+3% +$6.27K 0.03% 223
2020
Q2 		$229K Sell
1,369
-316
-19% -$50.9K 0.03% 211
2020
Q1 		$243K Buy
+1,685
New +$251K 0.05% 168

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
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

Visionary Wealth Advisors's CCI Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,057 shares — an estimated $211K sold.

Visionary Wealth Advisors first reported a position in CCI in Q1 2020 and held it in 20 quarters. The position peaked at $479K in Q4 2023. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,057 Crown Castle shares in Q3 2025, an estimated $211K.
  • Visionary Wealth Advisors first reported a position in Crown Castle in Q1 2020 and held it in 20 quarters.
  • Visionary Wealth Advisors's Crown Castle position peaked at $479K in Q4 2023.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.