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Advus Financial Partners, LLC’s Crown Castle CCI Stock Holding History

Advus Financial Partners, LLC’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
-2,791
Closed -$269K – 250
2025
Q3 		$269K Sell
2,791
-70
-2% -$7.08K 0.06% 214
2025
Q2 		$294K Sell
2,861
-220
-7% -$22.3K 0.08% 193
2025
Q1 		$321K Buy
+3,081
New +$288K 0.09% 165

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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

Advus Financial Partners, LLC's CCI Position: Q4 2025 in Review

Advus Financial Partners, LLC sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,791 shares — an estimated $269K sold.

Advus Financial Partners, LLC first reported a position in CCI in Q1 2025 and held it in 3 quarters. The position peaked at $321K in Q1 2025. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Advus Financial Partners, LLC reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 2,791 Crown Castle shares in Q4 2025, an estimated $269K.
  • Advus Financial Partners, LLC first reported a position in Crown Castle in Q1 2025 and held it in 3 quarters.
  • Advus Financial Partners, LLC's Crown Castle position peaked at $321K in Q1 2025.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2025, filed 25 Aug 2026.