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
2025 Q1	–	Sell	-2,633	Closed	-$239K	–	152
2024 Q4	$239K	Buy	+2,633	New	+$275K	0.22%	133

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantra Family Wealth's CCI Position: Q1 2025 in Review

Avantra Family Wealth sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 2,633 shares — an estimated $239K sold.

Avantra Family Wealth first reported a position in CCI in Q4 2024 and held it in 1 quarter. The position peaked at $239K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

Avantra Family Wealth reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
Avantra Family Wealth sold 2,633 Crown Castle shares in Q1 2025, an estimated $239K.
Avantra Family Wealth first reported a position in Crown Castle in Q4 2024 and held it in 1 quarter.
Avantra Family Wealth's Crown Castle position peaked at $239K in Q4 2024.
1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Avantra Family Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.