Coastline Trust’s Crown Castle CCI Stock Holding History

Coastline Trust’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	-900	Closed	-$93.8K	–	393
2025 Q1	$93.8K	Hold	900	–	–	0.01%	232
2024 Q4	$81.7K	Hold	900	–	–	0.01%	251
2024 Q3	$107K	Buy	+900	New	+$99.1K	0.01%	243

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

Coastline Trust's CCI Position: Q2 2025 in Review

Coastline Trust sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 900 shares — an estimated $93.8K sold.

Coastline Trust first reported a position in CCI in Q3 2024 and held it in 3 quarters. The position peaked at $107K in Q3 2024. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Coastline Trust reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Coastline Trust sold 900 Crown Castle shares in Q2 2025, an estimated $93.8K.
Coastline Trust first reported a position in Crown Castle in Q3 2024 and held it in 3 quarters.
Coastline Trust's Crown Castle position peaked at $107K in Q3 2024.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Coastline Trust's 13F filing for Q2 2025, filed 17 Jul 2025.