WESPAC Advisors’s Crown Castle CCI Stock Holding History

WESPAC 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	-7,376	Closed	-$758K	–	182
2025 Q2	$758K	Buy	+7,376	New	+$747K	0.53%	74
2018 Q2	–	Sell	-2,038	Closed	-$223K	–	113
2018 Q1	$223K	Buy	+2,038	New	+$221K	0.14%	133

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WESPAC Advisors's CCI Position: Q3 2025 in Review

WESPAC Advisors sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 7,376 shares — an estimated $758K sold.

WESPAC Advisors first reported a position in CCI in Q1 2018 and held it in 2 quarters. The position peaked at $758K in Q2 2025. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

WESPAC Advisors reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
WESPAC Advisors sold 7,376 Crown Castle shares in Q3 2025, an estimated $758K.
WESPAC Advisors first reported a position in Crown Castle in Q1 2018 and held it in 2 quarters.
WESPAC Advisors's Crown Castle position peaked at $758K in Q2 2025.
1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on WESPAC Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.