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

CVA 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 		$4.92K Sell
65
-28
-30% -$2.46K ﹤0.01% 1281
2026
Q1 		$7.56K Sell
93
-486
-84% -$41.8K ﹤0.01% 1091
2025
Q4 		$51.5K Sell
579
-355
-38% -$32.6K 0.01% 545
2025
Q3 		$90.1K Sell
934
-250
-21% -$25.3K 0.01% 438
2025
Q2 		$122K Sell
1,184
-48
-4% -$4.86K 0.02% 374
2025
Q1 		$128K Buy
1,232
+954
+343% +$89.1K 0.02% 353
2024
Q4 		$25.2K Sell
278
-750
-73% -$78.4K ﹤0.01% 637
2024
Q3 		$122K Sell
1,028
-23
-2% -$2.53K 0.02% 336
2024
Q2 		$103K Sell
1,051
-929
-47% -$91.5K 0.02% 347
2024
Q1 		$210K Sell
1,980
-125
-6% -$13.6K 0.04% 239
2023
Q4 		$242K Buy
+2,105
New +$216K 0.05% 207
2023
Q3 		– Sell
-1,450
Closed -$165K – 344
2023
Q2 		$165K Buy
1,450
+287
+25% +$34.2K 0.03% 247
2023
Q1 		$156K Sell
1,163
-293
-20% -$40.5K 0.03% 247
2022
Q4 		$197K Buy
1,456
+96
+7% +$13K 0.05% 209
2022
Q3 		$197K Sell
1,360
-250
-16% -$42.8K 0.05% 175
2022
Q2 		$271K Buy
1,610
+465
+41% +$84.6K 0.07% 138
2022
Q1 		$211K Sell
1,145
-175
-13% -$31.2K 0.05% 174
2021
Q4 		$276K Buy
+1,320
New +$244K 0.07% 143
2021
Q3 		– Sell
-1,430
Closed -$279K – 442
2021
Q2 		$279K Buy
1,430
+1,350
+1,688% +$253K 0.08% 129
2021
Q1 		$14K Buy
+80
New +$12.8K 0.01% 473

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

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

CVA Family Office reduced its Crown Castle (CCI) stake by 30% in Q2 2026, selling an estimated $2.46K and leaving 65 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

CVA Family Office first reported a position in CCI in Q1 2021 and has held it in 20 quarters since. The position peaked at $279K in Q2 2021. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • CVA Family Office held 65 shares of Crown Castle worth $4.92K as of Q2 2026.
  • CVA Family Office sold 28 Crown Castle shares in Q2 2026, an estimated $2.46K.
  • Crown Castle made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1281 holding.
  • CVA Family Office first reported a position in Crown Castle in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's Crown Castle position peaked at $279K in Q2 2021.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.