Valley National Advisers’s Crown Castle CCI Stock Holding History

Valley National Advisers’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
2026 Q2	$228	Buy	+3	New	+$264	﹤0.01%	1005
2024 Q4	–	Sell	-155	Closed	-$18K	–	774
2024 Q3	$18K	Sell	155 -100	-39%	-$11K	﹤0.01%	455
2024 Q2	$24K	Sell	255 -31	-11%	-$3.05K	﹤0.01%	485
2024 Q1	$30K	Sell	286 -1	-0.3%	-$109	﹤0.01%	473
2023 Q4	$33K	Buy	287 +97	+51%	+$9.94K	0.01%	464
2023 Q3	$17K	Buy	190 +40	+27%	+$4.14K	﹤0.01%	520
2023 Q2	$18K	Hold	150	–	–	﹤0.01%	516
2023 Q1	$19K	Hold	150	–	–	﹤0.01%	508
2022 Q4	$22K	Hold	150	–	–	﹤0.01%	483
2022 Q3	$20K	Hold	150	–	–	﹤0.01%	490
2022 Q2	$26K	Hold	150	–	–	0.01%	436
2022 Q1	$28K	Hold	150	–	–	0.01%	460
2021 Q4	$31K	Buy	+150	New	+$27.7K	0.01%	439

Other funds holding CCI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valley National Advisers's CCI Position: Q2 2026 in Review

Valley National Advisers opened a new position in Crown Castle (CCI) in Q2 2026: 3 shares worth $228. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in CCI as recently as Q3 2024.

Valley National Advisers first reported a position in CCI in Q4 2021 and has held it in 13 quarters since. The position peaked at $33K in Q4 2023. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Valley National Advisers held 3 shares of Crown Castle worth $228 as of Q2 2026.
Crown Castle was a new Valley National Advisers position in Q2 2026.
Crown Castle made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #1005 holding.
Valley National Advisers first reported a position in Crown Castle in Q4 2021 and has held it in 13 quarters since.
Valley National Advisers's Crown Castle position peaked at $33K in Q4 2023.
940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.