True North Advisors’s Crown Castle CCI Stock Holding History

True North 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	-2,006	Closed	-$209K	–	235
2025 Q1	$209K	Buy	+2,006	New	+$187K	0.04%	234
2024 Q4	–	Sell	-2,345	Closed	-$278K	–	196
2024 Q3	$278K	Buy	2,345 +95	+4%	+$10.5K	0.07%	150
2024 Q2	$220K	Sell	2,250 -717	-24%	-$70.6K	0.06%	181
2024 Q1	$314K	Buy	+2,967	New	+$323K	0.09%	137
2023 Q4	–	Sell	-3,570	Closed	-$329K	–	198
2023 Q3	$329K	Sell	3,570 -965	-21%	-$100K	0.1%	134
2023 Q2	$517K	Buy	+4,535	New	+$540K	0.15%	120

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

True North Advisors's CCI Position: Q2 2025 in Review

True North Advisors sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 2,006 shares — an estimated $209K sold.

True North Advisors first reported a position in CCI in Q2 2023 and held it in 6 quarters. The position peaked at $517K in Q2 2023. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

True North Advisors reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
True North Advisors sold 2,006 Crown Castle shares in Q2 2025, an estimated $209K.
True North Advisors first reported a position in Crown Castle in Q2 2023 and held it in 6 quarters.
True North Advisors's Crown Castle position peaked at $517K in Q2 2023.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on True North Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.