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Avantra Family Wealth’s Crown Castle CCI Stock Holding History

Avantra Family Wealth’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
2026
Q2 		$318K Buy
+4,193
New +$368K 0.2% 140
2025
Q1 		– Sell
-2,633
Closed -$239K – 152
2024
Q4 		$239K Buy
+2,633
New +$275K 0.22% 133

Other funds holding CCI

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantra Family Wealth's CCI Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in Crown Castle (CCI) in Q2 2026: 4,193 shares worth $318K. The stake represents 0.2% of the portfolio and ranks #140 among its holdings. This is a return to the name: Avantra Family Wealth previously reported a position in CCI as recently as Q4 2024.

Avantra Family Wealth first reported a position in CCI in Q4 2024 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Avantra Family Wealth held 4,193 shares of Crown Castle worth $318K as of Q2 2026.
  • Crown Castle was a new Avantra Family Wealth position in Q2 2026.
  • Crown Castle made up 0.2% of Avantra Family Wealth's portfolio in Q2 2026, its #140 holding.
  • Avantra Family Wealth first reported a position in Crown Castle in Q4 2024 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.