Tred Avon Family Wealth’s Crown Castle CCI Stock Holding History

Tred Avon Family 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 Q4	–	Sell	-3,410	Closed	-$329K	–	258
2025 Q3	$329K	Buy	+3,410	New	+$345K	0.11%	196

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Tred Avon Family Wealth's CCI Position: Q4 2025 in Review

Tred Avon Family Wealth sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 3,410 shares — an estimated $329K sold.

Tred Avon Family Wealth first reported a position in CCI in Q3 2025 and held it in 1 quarter. The position peaked at $329K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

Tred Avon Family Wealth reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
Tred Avon Family Wealth sold 3,410 Crown Castle shares in Q4 2025, an estimated $329K.
Tred Avon Family Wealth first reported a position in Crown Castle in Q3 2025 and held it in 1 quarter.
Tred Avon Family Wealth's Crown Castle position peaked at $329K in Q3 2025.
1,028 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Tred Avon Family Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.