Crown Castle (CCI) Stock Concentration Calculator
Calculator · free · no signup · CCIQuantify Crown Castle concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Crown Castle
Crown Castle (CCI) is a public Real Estate company, incorporated in Delaware and headquartered in Houston, TX.
Last close: $74.03 per share (as of 2026-08-18).
Equity grants at Crown Castle typically include restricted stock units (RSUs).
Crown Castle Inc. is a real estate investment trust and provider of shared communications infrastructure in the United States headquartered in Houston, Texas. Crown Castle owns, operates and leases approximately 40,000 cell towers across the US. This nationwide portfolio serves as the foundation of wireless connectivity that provides cities and communities access to essential data, technology and wireless service; bringing information, ideas, innovations and the connectivity of modern life to help people and businesses thrive.
Source: Wikipedia (CC BY-SA 4.0)
The company owns communications towers across the United States along with a large fiber and small-cell network, structured as a real estate investment trust. Tower economics are compelling: a structure built once can host several carriers, and each added tenant contributes revenue with almost no incremental cost, under long leases with fixed escalators. The fiber and small-cell segment has consumed capital with weaker returns and drawn activist pressure. Carrier network spending sets leasing activity. Headquarters are in Houston.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Crown Castle.
If a meaningful share of your net worth sits in CCI, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with CCI's option-implied volatility.
Example: 5,000 CCI shares at $74.03 is a $370,150 position. A 30% drawdown costs $111,045; a 50% drawdown costs $185,075; a 70% drawdown costs $259,105. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using CCI's option-implied volatility and your cost basis.
All Crown Castle tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Crown Castle equity questions
- How much CCI stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your CCI position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Crown Castle grant ISOs, NSOs, or RSUs?
- Equity compensation at Crown Castle typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
One piece of the puzzle.
OptionsAhoy plans your Crown Castle equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.