CFO
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Callan Family Office’s Crown Castle CCI Stock Holding History

Callan 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
2026
Q2 		$317K Sell
4,184
-1,396
-25% -$123K 0.01% 982
2026
Q1 		$454K Sell
5,580
-956
-15% -$82.3K 0.01% 799
2025
Q4 		$581K Buy
6,536
+3,089
+90% +$284K 0.01% 733
2025
Q3 		$333K Sell
3,447
-4,044
-54% -$409K 0.01% 666
2025
Q2 		$770K Buy
+7,491
New +$758K 0.02% 459

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

Callan Family Office's CCI Position: Q2 2026 in Review

Callan Family Office reduced its Crown Castle (CCI) stake by 25% in Q2 2026, selling an estimated $123K and leaving 4,184 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #982.

Callan Family Office first reported a position in CCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $770K in Q2 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Callan Family Office held 4,184 shares of Crown Castle worth $317K as of Q2 2026.
  • Callan Family Office sold 1,396 Crown Castle shares in Q2 2026, an estimated $123K.
  • Crown Castle made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #982 holding.
  • Callan Family Office first reported a position in Crown Castle in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Crown Castle position peaked at $770K in Q2 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.