Wealth Advisors of Tampa Bay’s Crown Castle CCI Stock Holding History

Wealth Advisors of Tampa Bay’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 Q2	–	Sell	-1,445	Closed	-$151K	–	100
2025 Q1	$151K	Buy	+1,445	New	+$135K	0.06%	93
2023 Q4	–	Sell	-2,890	Closed	-$266K	–	82
2023 Q3	$266K	Buy	+2,890	New	+$299K	0.07%	88

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Advisors of Tampa Bay's CCI Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 1,445 shares — an estimated $151K sold.

Wealth Advisors of Tampa Bay first reported a position in CCI in Q3 2023 and held it in 2 quarters. The position peaked at $266K in Q3 2023. 1,076 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 1,445 Crown Castle shares in Q2 2025, an estimated $151K.
Wealth Advisors of Tampa Bay first reported a position in Crown Castle in Q3 2023 and held it in 2 quarters.
Wealth Advisors of Tampa Bay's Crown Castle position peaked at $266K in Q3 2023.
1,076 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.