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SVB Wealth’s Crown Castle CCI Stock Holding History

SVB Wealth’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
-2,054
Closed -$214K – 715
2025
Q1 		$214K Sell
2,054
-894
-30% -$83.5K 0.01% 303
2024
Q4 		$268K Buy
+2,948
New +$308K 0.01% 594
2024
Q3 		– Sell
-3,181
Closed -$311K – 107
2024
Q2 		$311K Sell
3,181
-1,184
-27% -$117K 0.01% 553
2024
Q1 		$462K Buy
4,365
+441
+11% +$48K 0.01% 500
2023
Q4 		$452K Buy
3,924
+168
+4% +$17.2K 0.01% 507
2023
Q3 		$346K Sell
3,756
-292
-7% -$30.3K 0.01% 569
2023
Q2 		$461K Sell
4,048
-1,628
-29% -$194K 0.01% 516
2023
Q1 		$760K Sell
5,676
-911
-14% -$126K 0.01% 440
2022
Q4 		$893K Buy
6,587
+1,047
+19% +$142K 0.01% 425
2022
Q3 		$801K Buy
5,540
+1,501
+37% +$257K 0.01% 412
2022
Q2 		$680K Buy
4,039
+610
+18% +$111K 0.01% 388
2022
Q1 		$633K Sell
3,429
-6
-0.2% -$1.07K 0.01% 403
2021
Q4 		$717K Sell
3,435
-3,748
-52% -$692K 0.01% 366
2021
Q3 		$1.25M Buy
7,183
+3,150
+78% +$609K 0.02% 346
2021
Q2 		$787K Buy
4,033
+138
+4% +$25.8K 0.01% 449
2021
Q1 		$671K Sell
3,895
-550
-12% -$88.1K 0.01% 448
2020
Q4 		$708K Buy
4,445
+1,218
+38% +$198K 0.01% 395
2020
Q3 		$537K Buy
3,227
+1,262
+64% +$208K 0.01% 381
2020
Q2 		$329K Buy
+1,965
New +$316K 0.01% 441
2020
Q1 		– Sell
-2,094
Closed -$298K – 610
2019
Q4 		$298K Buy
+2,094
New +$286K 0.01% 504
2018
Q4 		– Sell
-1,955
Closed -$217K – 406
2018
Q3 		$217K Buy
+1,955
New +$218K 0.01% 405

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SVB Wealth's CCI Position: Q2 2025 in Review

SVB Wealth sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 2,054 shares — an estimated $214K sold.

SVB Wealth first reported a position in CCI in Q3 2018 and held it in 21 quarters. The position peaked at $1.25M in Q3 2021. 1,078 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • SVB Wealth reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,054 Crown Castle shares in Q2 2025, an estimated $214K.
  • SVB Wealth first reported a position in Crown Castle in Q3 2018 and held it in 21 quarters.
  • SVB Wealth's Crown Castle position peaked at $1.25M in Q3 2021.
  • 1,078 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.