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Avalon Trust’s Crown Castle CCI Stock Holding History

Avalon Trust’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
-3
Closed -$290 – 464
2025
Q3 		$290 Buy
+3
New +$304 ﹤0.01% 604
2025
Q2 		– Sell
-375
Closed -$39.1K – 411
2025
Q1 		$39.1K Hold
375
– – ﹤0.01% 280
2024
Q4 		$34K Hold
375
– – ﹤0.01% 258
2024
Q3 		$44.5K Hold
375
– – ﹤0.01% 225
2024
Q2 		$36.6K Hold
375
– – ﹤0.01% 231
2024
Q1 		$39.7K Sell
375
-645
-63% -$70.2K ﹤0.01% 234
2023
Q4 		$117K Buy
1,020
+293
+40% +$30K 0.01% 153
2023
Q3 		$66.9K Sell
727
-100
-12% -$10.4K 0.01% 173
2023
Q2 		$94.2K Sell
827
-590
-42% -$70.2K 0.01% 160
2023
Q1 		$190K Buy
+1,417
New +$196K 0.02% 120

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
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

Avalon Trust's CCI Position: Q4 2025 in Review

Avalon Trust sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 3 shares — an estimated $290 sold.

Avalon Trust first reported a position in CCI in Q1 2023 and held it in 10 quarters. The position peaked at $190K in Q1 2023. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Avalon Trust reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 3 Crown Castle shares in Q4 2025, an estimated $290.
  • Avalon Trust first reported a position in Crown Castle in Q1 2023 and held it in 10 quarters.
  • Avalon Trust's Crown Castle position peaked at $190K in Q1 2023.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.