Perennial Investment Advisors’s Crown Castle CCI Stock Holding History

Perennial Investment 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
2025 Q2	–	Sell	-2,567	Closed	-$268K	–	478
2025 Q1	$268K	Buy	+2,567	New	+$240K	0.03%	342

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

Perennial Investment Advisors's CCI Position: Q2 2025 in Review

Perennial Investment Advisors sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 2,567 shares — an estimated $268K sold.

Perennial Investment Advisors first reported a position in CCI in Q1 2025 and held it in 1 quarter. The position peaked at $268K in Q1 2025. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Perennial Investment Advisors reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Perennial Investment Advisors sold 2,567 Crown Castle shares in Q2 2025, an estimated $268K.
Perennial Investment Advisors first reported a position in Crown Castle in Q1 2025 and held it in 1 quarter.
Perennial Investment Advisors's Crown Castle position peaked at $268K in Q1 2025.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Perennial Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.