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Atria Wealth Solutions’s Crown Castle CCI Stock Holding History

Atria Wealth Solutions’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 		$952K Sell
9,265
-7,761
-46% -$785K 0.02% 656
2025
Q1 		$1.77M Sell
17,026
-4,421
-21% -$413K 0.02% 675
2024
Q4 		$1.95M Sell
21,447
-10,682
-33% -$1.12M 0.02% 652
2024
Q3 		$3.81M Sell
32,129
-1,390
-4% -$153K 0.04% 417
2024
Q2 		$3.27M Buy
33,519
+3,018
+10% +$297K 0.04% 459
2024
Q1 		$3.23M Sell
30,501
-3,276
-10% -$356K 0.04% 468
2023
Q4 		$3.89M Buy
33,777
+3,260
+11% +$334K 0.05% 375
2023
Q3 		$2.81M Buy
30,517
+9,549
+46% +$989K 0.04% 458
2023
Q2 		$2.39M Buy
20,968
+182
+0.9% +$21.7K 0.03% 511
2023
Q1 		$2.78M Buy
20,786
+590
+3% +$81.6K 0.04% 426
2022
Q4 		$2.74M Sell
20,196
-422
-2% -$57.1K 0.04% 408
2022
Q3 		$2.98M Sell
20,618
-1,792
-8% -$307K 0.05% 348
2022
Q2 		$3.77M Buy
22,410
+7,635
+52% +$1.39M 0.07% 288
2022
Q1 		$2.73M Buy
+14,775
New +$2.63M 0.05% 395

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's CCI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Crown Castle (CCI) stake by 46% in Q2 2025, selling an estimated $785K and leaving 9,265 shares worth $952K. The position accounts for 0.02% of the portfolio, ranked #656.

Atria Wealth Solutions first reported a position in CCI in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.89M in Q4 2023. 1,078 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Atria Wealth Solutions held 9,265 shares of Crown Castle worth $952K as of Q2 2025.
  • Atria Wealth Solutions sold 7,761 Crown Castle shares in Q2 2025, an estimated $785K.
  • Crown Castle made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #656 holding.
  • Atria Wealth Solutions first reported a position in Crown Castle in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Crown Castle position peaked at $3.89M in Q4 2023.
  • 1,078 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.