Avestar Capital’s Crown Castle CCI Stock Holding History

Avestar Capital’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	–	Sell	-3,773	Closed	-$393K	–	493
2025 Q1	$393K	Buy	3,773 +753	+25%	+$70.3K	0.04%	329
2024 Q4	$274K	Buy	3,020 +234	+8%	+$24.5K	0.02%	400
2024 Q3	$331K	Buy	2,786 +361	+15%	+$39.8K	0.04%	323
2024 Q2	$237K	Sell	2,425 -1,041	-30%	-$103K	0.03%	391
2024 Q1	$367K	Buy	3,466 +30	+0.9%	+$3.26K	0.04%	294
2023 Q4	$396K	Buy	+3,436	New	+$352K	0.05%	238
2019 Q3	–	Sell	-741	Closed	-$89K	–	277
2019 Q2	$89K	Hold	741	–	–	0.06%	215
2019 Q1	$89K	Sell	741 -6	-0.8%	-$704	0.06%	206
2018 Q4	$75K	Buy	747 +70	+10%	+$7.69K	0.05%	214
2018 Q3	$71K	Sell	677 -465	-41%	-$51.8K	0.04%	237
2018 Q2	$115K	Buy	1,142 +4	+0.4%	+$416	0.07%	182
2018 Q1	$118K	Buy	1,138 +79	+7%	+$8.57K	0.08%	153
2017 Q4	$112K	Buy	+1,059	New	+$114K	0.08%	140

Other funds holding CCI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group

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

Geode Capital Management

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

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

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