JFS Wealth Advisors’s Crown Castle CCI Stock Holding History

JFS Wealth Advisors’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	$56K	Sell	740 -1	-0.1%	-$88	﹤0.01%	529
2026 Q1	$60.3K	Hold	741	–	–	﹤0.01%	484
2025 Q4	$65.9K	Sell	741 -1	-0.1%	-$92	﹤0.01%	470
2025 Q3	$71.6K	Hold	742	–	–	﹤0.01%	451
2025 Q2	$76.2K	Hold	742	–	–	﹤0.01%	409
2025 Q1	$77.3K	Hold	742	–	–	0.01%	400
2024 Q4	$67.3K	Sell	742 -8	-1%	-$836	﹤0.01%	410
2024 Q3	$89K	Hold	750	–	–	0.01%	381
2024 Q2	$73.3K	Sell	750 -3	-0.4%	-$295	0.01%	367
2024 Q1	$79.7K	Sell	753 -13	-2%	-$1.41K	0.01%	359
2023 Q4	$88.2K	Buy	766 +26	+4%	+$2.66K	0.01%	326
2023 Q3	$68.1K	Hold	740	–	–	0.01%	335
2023 Q2	$84.3K	Hold	740	–	–	0.01%	296
2023 Q1	$99K	Sell	740 -62	-8%	-$8.57K	0.01%	277
2022 Q4	$109K	Buy	802 +24	+3%	+$3.25K	0.01%	270
2022 Q3	$112K	Hold	778	–	–	0.01%	271
2022 Q2	$131K	Hold	778	–	–	0.01%	257
2022 Q1	$144K	Sell	778 -102	-12%	-$18.2K	0.01%	260
2021 Q4	$184K	Buy	880 +102	+13%	+$18.8K	0.02%	236
2021 Q3	$135K	Hold	778	–	–	0.01%	265
2021 Q2	$152K	Hold	778	–	–	0.02%	188
2021 Q1	$134K	Hold	778	–	–	0.03%	169
2020 Q4	$124K	Sell	778 -160	-17%	-$26K	0.03%	176
2020 Q3	$156K	Hold	938	–	–	0.04%	147
2020 Q2	$157K	Hold	938	–	–	0.04%	148
2020 Q1	$135K	Hold	938	–	–	0.04%	149
2019 Q4	$133K	Buy	938 +38	+4%	+$5.18K	0.03%	164
2019 Q3	$125K	Hold	900	–	–	0.03%	170
2019 Q2	$117K	Hold	900	–	–	0.03%	172
2019 Q1	$115K	Hold	900	–	–	0.03%	166
2018 Q4	$98K	Sell	900 -63	-7%	-$6.92K	0.03%	175
2018 Q3	$107K	Buy	963 +63	+7%	+$7.01K	0.03%	188
2018 Q2	$97K	Hold	900	–	–	0.03%	195
2018 Q1	$99K	Hold	900	–	–	0.03%	193
2017 Q4	$100K	Hold	900	–	–	0.02%	197
2017 Q3	$90K	Hold	900	–	–	0.02%	193
2017 Q2	$90K	Hold	900	–	–	0.02%	177
2017 Q1	$78K	Hold	900	–	–	0.02%	184
2016 Q4	$78K	Sell	900 -60	-6%	-$5.25K	0.02%	184
2016 Q3	$90K	Hold	960	–	–	0.03%	183
2016 Q2	$97K	Hold	960	–	–	0.03%	208
2016 Q1	$83K	Hold	960	–	–	0.02%	193
2015 Q4	$83K	Buy	960 +60	+7%	+$5.09K	0.02%	195
2015 Q3	$71K	Hold	900	–	–	0.03%	176
2015 Q2	$72K	Hold	900	–	–	0.04%	149
2015 Q1	$74K	Hold	900	–	–	0.03%	145
2014 Q4	$71K	Hold	900	–	–	0.01%	152
2014 Q3	$72K	Hold	900	–	–	0.01%	149
2014 Q2	$67K	Buy	+900	New	+$67.5K	0.01%	155

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

JFS Wealth Advisors's CCI Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Crown Castle (CCI) stake by 0.13% in Q2 2026, selling an estimated $88 and leaving 740 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

JFS Wealth Advisors first reported a position in CCI in Q2 2014 and has held it in 49 quarters since. The position peaked at $184K in Q4 2021. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

JFS Wealth Advisors held 740 shares of Crown Castle worth $56K as of Q2 2026.
JFS Wealth Advisors sold 1 Crown Castle share in Q2 2026, an estimated $88.
Crown Castle made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #529 holding.
JFS Wealth Advisors first reported a position in Crown Castle in Q2 2014 and has held it in 49 quarters since.
JFS Wealth Advisors's Crown Castle position peaked at $184K in Q4 2021.
931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.