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J. Safra Asset Management’s Crown Castle CCI Stock Holding History

J. Safra Asset Management’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 		$41.7K Hold
550
– – ﹤0.01% 278
2026
Q1 		$44.7K Sell
550
-40
-7% -$3.44K ﹤0.01% 263
2025
Q4 		$52.4K Hold
590
– – ﹤0.01% 280
2025
Q3 		$56.9K Buy
590
+40
+7% +$4.05K ﹤0.01% 209
2025
Q2 		$56.5K Buy
+550
New +$55.7K ﹤0.01% 201
2023
Q1 		– Sell
-147
Closed -$19K – 101
2022
Q4 		$19K Buy
+147
New +$19.9K ﹤0.01% 45

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 $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

J. Safra Asset Management's CCI Position: Q2 2026 in Review

J. Safra Asset Management held its Crown Castle (CCI) position steady in Q2 2026 at 550 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

J. Safra Asset Management first reported a position in CCI in Q4 2022 and has held it in 6 quarters since. The position peaked at $56.9K in Q3 2025. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • J. Safra Asset Management held 550 shares of Crown Castle worth $41.7K as of Q2 2026.
  • J. Safra Asset Management left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #278 holding.
  • J. Safra Asset Management first reported a position in Crown Castle in Q4 2022 and has held it in 6 quarters since.
  • J. Safra Asset Management's Crown Castle position peaked at $56.9K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.