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Aventura Private Wealth’s Crown Castle CCI Stock Holding History

Aventura Private 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 		$30.6K Sell
404
-30
-7% -$2.63K 0.01% 413
2026
Q1 		$35.3K Hold
434
– – 0.01% 368
2025
Q4 		$38.6K Sell
434
-84
-16% -$7.73K 0.01% 331
2025
Q3 		$50K Sell
518
-125
-19% -$12.7K 0.02% 292
2025
Q2 		$66.1K Sell
643
-103
-14% -$10.4K 0.03% 256
2025
Q1 		$77.8K Buy
746
+59
+9% +$5.51K 0.04% 214
2024
Q4 		$62.4K Buy
+687
New +$71.8K 0.03% 237

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Aventura Private Wealth's CCI Position: Q2 2026 in Review

Aventura Private Wealth reduced its Crown Castle (CCI) stake by 6.9% in Q2 2026, selling an estimated $2.63K and leaving 404 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #413.

Aventura Private Wealth first reported a position in CCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.8K in Q1 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Aventura Private Wealth held 404 shares of Crown Castle worth $30.6K as of Q2 2026.
  • Aventura Private Wealth sold 30 Crown Castle shares in Q2 2026, an estimated $2.63K.
  • Crown Castle made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #413 holding.
  • Aventura Private Wealth first reported a position in Crown Castle in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Crown Castle position peaked at $77.8K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.