Calton & Associates’s Crown Castle CCI Stock Holding History

Calton & Associates’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	-3,260	Closed	-$340K	–	391
2025 Q1	$340K	Buy	+3,260	New	+$304K	0.08%	227

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

Calton & Associates's CCI Position: Q2 2025 in Review

Calton & Associates sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 3,260 shares — an estimated $340K sold.

Calton & Associates first reported a position in CCI in Q1 2025 and held it in 1 quarter. The position peaked at $340K in Q1 2025. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Calton & Associates reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Calton & Associates sold 3,260 Crown Castle shares in Q2 2025, an estimated $340K.
Calton & Associates first reported a position in Crown Castle in Q1 2025 and held it in 1 quarter.
Calton & Associates's Crown Castle position peaked at $340K in Q1 2025.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Calton & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.