JFG Wealth Management’s Crown Castle CCI Stock Holding History

JFG Wealth 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
2025 Q2	–	Sell	-2,270	Closed	-$237K	–	66
2025 Q1	$237K	Sell	2,270 -300	-12%	-$28K	0.05%	73
2024 Q4	$233K	Hold	2,570	–	–	0.05%	88
2024 Q3	$305K	Buy	2,570 +296	+13%	+$32.6K	0.08%	61
2024 Q2	$222K	Buy	+2,274	New	+$224K	0.06%	52
2023 Q3	–	Sell	-2,192	Closed	-$250K	–	36
2023 Q2	$250K	Sell	2,192 -103	-4%	-$12.3K	0.08%	32
2023 Q1	$307K	Buy	+2,295	New	+$317K	0.1%	22

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

JFG Wealth Management's CCI Position: Q2 2025 in Review

JFG Wealth Management sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 2,270 shares — an estimated $237K sold.

JFG Wealth Management first reported a position in CCI in Q1 2023 and held it in 6 quarters. The position peaked at $307K in Q1 2023. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

JFG Wealth Management reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
JFG Wealth Management sold 2,270 Crown Castle shares in Q2 2025, an estimated $237K.
JFG Wealth Management first reported a position in Crown Castle in Q1 2023 and held it in 6 quarters.
JFG Wealth Management's Crown Castle position peaked at $307K in Q1 2023.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on JFG Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.