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Wealth Architects’s Crown Castle CCI Stock Holding History

Wealth Architects’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
-3,933
Closed -$410K – 228
2025
Q1 		$410K Buy
+3,933
New +$367K 0.05% 147
2022
Q3 		– Sell
-1,422
Closed -$239K – 177
2022
Q2 		$239K Sell
1,422
-35
-2% -$6.37K 0.05% 152
2022
Q1 		$269K Buy
1,457
+52
+4% +$9.26K 0.05% 159
2021
Q4 		$293K Sell
1,405
-209
-13% -$38.6K 0.05% 155
2021
Q3 		$280K Buy
1,614
+298
+23% +$57.6K 0.05% 143
2021
Q2 		$257K Buy
1,316
+31
+2% +$5.8K 0.05% 152
2021
Q1 		$221K Buy
1,285
+6
+0.5% +$961 0.05% 149
2020
Q4 		$204K Buy
1,279
+1
+0.1% +$162 0.05% 149
2020
Q3 		$213K Buy
1,278
+65
+5% +$10.7K 0.06% 136
2020
Q2 		$203K Buy
+1,213
New +$195K 0.06% 130

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Architects's CCI Position: Q2 2025 in Review

Wealth Architects sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 3,933 shares — an estimated $410K sold.

Wealth Architects first reported a position in CCI in Q2 2020 and held it in 10 quarters. The position peaked at $410K in Q1 2025. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Wealth Architects reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Wealth Architects sold 3,933 Crown Castle shares in Q2 2025, an estimated $410K.
  • Wealth Architects first reported a position in Crown Castle in Q2 2020 and held it in 10 quarters.
  • Wealth Architects's Crown Castle position peaked at $410K in Q1 2025.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Wealth Architects's 13F filing for Q2 2025, filed 25 Jul 2025.