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Leo Wealth LLC’s Crown Castle CCI Stock Holding History

Leo Wealth LLC’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
Q3 		– Sell
-37,115
Closed -$3.81M – 309
2025
Q2 		$3.81M Sell
37,115
-35
-0.1% -$3.54K 0.3% 66
2025
Q1 		$3.87M Buy
37,150
+2,529
+7% +$236K 0.56% 40
2024
Q4 		$3.14M Sell
34,621
-1,142
-3% -$119K 0.28% 66
2024
Q3 		$4.24M Buy
35,763
+123
+0.3% +$13.5K 0.39% 49
2024
Q2 		$3.48M Buy
35,640
+20,679
+138% +$2.04M 0.36% 51
2024
Q1 		$1.58M Sell
14,961
-13,074
-47% -$1.42M 0.16% 109
2023
Q4 		$3.23M Buy
+28,035
New +$2.87M 0.33% 54

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Leo Wealth LLC's CCI Position: Q3 2025 in Review

Leo Wealth LLC sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 37,115 shares — an estimated $3.81M sold.

Leo Wealth LLC first reported a position in CCI in Q4 2023 and held it in 7 quarters. The position peaked at $4.24M in Q3 2024. 1,063 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Leo Wealth LLC reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 37,115 Crown Castle shares in Q3 2025, an estimated $3.81M.
  • Leo Wealth LLC first reported a position in Crown Castle in Q4 2023 and held it in 7 quarters.
  • Leo Wealth LLC's Crown Castle position peaked at $4.24M in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.