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Lee Financial’s Crown Castle CCI Stock Holding History

Lee Financial’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
-2,514
Closed -$243K – 149
2025
Q3 		$243K Buy
2,514
+43
+2% +$4.35K 0.03% 162
2025
Q2 		$254K Hold
2,471
– – 0.04% 132
2025
Q1 		$258K Buy
+2,471
New +$231K 0.04% 133
2024
Q1 		– Sell
-1,434
Closed -$165K – 259
2023
Q4 		$165K Buy
1,434
+5
+0.3% +$512 0.03% 147
2023
Q3 		$132K Buy
1,429
+1,124
+369% +$116K 0.02% 147
2023
Q2 		$34.8K Buy
305
+3
+1% +$357 0.01% 247
2023
Q1 		$40.4K Sell
302
-51
-14% -$7.05K 0.01% 249
2022
Q4 		$47.9K Sell
353
-12
-3% -$1.62K 0.01% 256
2022
Q3 		$53K Buy
365
+16
+5% +$2.74K 0.01% 246
2022
Q2 		$59K Buy
349
+88
+34% +$16K 0.01% 232
2022
Q1 		$48K Sell
261
-3
-1% -$534 0.01% 243
2021
Q4 		$55K Buy
264
+7
+3% +$1.29K 0.01% 245
2021
Q3 		$45K Sell
257
-247
-49% -$47.7K 0.01% 238
2021
Q2 		$98K Buy
504
+4
+0.8% +$749 0.02% 183
2021
Q1 		$86K Hold
500
– – 0.02% 185
2020
Q4 		$80K Buy
+500
New +$81.1K 0.02% 179
2018
Q3 		– Sell
-87
Closed -$9K – 505
2018
Q2 		$9K Hold
87
– – ﹤0.01% 498
2018
Q1 		$10K Buy
+87
New +$9.44K ﹤0.01% 466

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lee Financial's CCI Position: Q4 2025 in Review

Lee Financial sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,514 shares — an estimated $243K sold.

Lee Financial first reported a position in CCI in Q1 2018 and held it in 18 quarters. The position peaked at $258K in Q1 2025. 1,032 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Lee Financial reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 2,514 Crown Castle shares in Q4 2025, an estimated $243K.
  • Lee Financial first reported a position in Crown Castle in Q1 2018 and held it in 18 quarters.
  • Lee Financial's Crown Castle position peaked at $258K in Q1 2025.
  • 1,032 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.