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Valeo Financial Advisors’s Crown Castle CCI Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-600
Closed -$100K – 1666
2020
Q2 		$100K Buy
+600
New +$96.6K 0.01% 506

Other funds holding CCI

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM

Valeo Financial Advisors's CCI Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 4,010 shares — an estimated $326K sold.

Valeo Financial Advisors first reported a position in CCI in Q4 2017 and held it in 28 quarters. The position peaked at $2.02M in Q1 2025. 446 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,010 Crown Castle shares in Q2 2026, an estimated $326K.
  • Valeo Financial Advisors first reported a position in Crown Castle in Q4 2017 and held it in 28 quarters.
  • Valeo Financial Advisors's Crown Castle position peaked at $2.02M in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.