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Biltmore Family Office’s Crown Castle CCI Stock Holding History

Biltmore Family Office’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
-3,814
Closed -$346K – 273
2024
Q4 		$346K Sell
3,814
-318
-8% -$33.2K 0.06% 161
2024
Q3 		$490K Sell
4,132
-46
-1% -$5.07K 0.08% 131
2024
Q2 		$408K Hold
4,178
– – 0.08% 131
2024
Q1 		$442K Buy
4,178
+62
+2% +$6.74K 0.09% 122
2023
Q4 		$474K Buy
4,116
+350
+9% +$35.8K 0.1% 113
2023
Q3 		$347K Hold
3,766
– – 0.08% 143
2023
Q2 		$429K Sell
3,766
-154
-4% -$18.3K 0.09% 121
2023
Q1 		$525K Sell
3,920
-1,521
-28% -$210K 0.11% 120
2022
Q4 		$738K Buy
5,441
+5
+0.1% +$676 0.15% 88
2022
Q3 		$786K Buy
5,436
+666
+14% +$114K 0.18% 74
2022
Q2 		$803K Hold
4,770
– – 0.2% 78
2022
Q1 		$881K Hold
4,770
– – 0.19% 80
2021
Q4 		$996K Buy
4,770
+300
+7% +$55.4K 0.19% 82
2021
Q3 		$775K Buy
4,470
+796
+22% +$154K 0.19% 82
2021
Q2 		$717K Buy
3,674
+132
+4% +$24.7K 0.2% 81
2021
Q1 		$610K Hold
3,542
– – 0.19% 83
2020
Q4 		$564K Sell
3,542
-2,187
-38% -$355K 0.17% 82
2020
Q3 		$954K Buy
5,729
+508
+10% +$83.8K 0.53% 45
2020
Q2 		$874K Buy
5,221
+81
+2% +$13K 0.53% 54
2020
Q1 		$742K Sell
5,140
-1,491
-22% -$222K 0.49% 60
2019
Q4 		$943K Buy
6,631
+661
+11% +$90.2K 0.38% 68
2019
Q3 		$830K Buy
5,970
+1,200
+25% +$166K 0.36% 75
2019
Q2 		$622K Sell
4,770
-625
-12% -$80.4K 0.34% 73
2019
Q1 		$691K Hold
5,395
– – 0.35% 71
2018
Q4 		$586K Buy
5,395
+1,870
+53% +$205K 0.33% 80
2018
Q3 		$392K Buy
3,525
+270
+8% +$30.1K 0.19% 103
2018
Q2 		$351K Buy
3,255
+155
+5% +$16.1K 0.17% 106
2018
Q1 		$340K Sell
3,100
-220
-7% -$23.9K 0.15% 124
2017
Q4 		$369K Buy
+3,320
New +$358K 0.17% 114

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Biltmore Family Office's CCI Position: Q1 2025 in Review

Biltmore Family Office sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 3,814 shares — an estimated $346K sold.

Biltmore Family Office first reported a position in CCI in Q4 2017 and held it in 29 quarters. The position peaked at $996K in Q4 2021. 1,107 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Biltmore Family Office reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Biltmore Family Office sold 3,814 Crown Castle shares in Q1 2025, an estimated $346K.
  • Biltmore Family Office first reported a position in Crown Castle in Q4 2017 and held it in 29 quarters.
  • Biltmore Family Office's Crown Castle position peaked at $996K in Q4 2021.
  • 1,107 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Biltmore Family Office's 13F filing for Q1 2025, filed 12 May 2025.