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LGT Financial Advisors’s Crown Castle CCI Stock Holding History

LGT 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
2026
Q2 		$5.06K Buy
67
+1
+2% +$88 0.03% 184
2026
Q1 		$5.36K Buy
66
+1
+2% +$86 0.03% 199
2025
Q4 		$5.78K Buy
65
+1
+2% +$92 0.04% 198
2025
Q3 		$6.2K Sell
64
-2
-3% -$202 0.01% 285
2025
Q2 		$6.74K Buy
66
+3
+5% +$304 0.02% 257
2025
Q1 		$6.56K Sell
63
-337
-84% -$31.5K 0.02% 200
2024
Q4 		$36.3K Buy
400
+101
+34% +$10.6K 0.08% 197
2024
Q3 		$35.5K Sell
299
-213
-42% -$23.5K 0.09% 176
2024
Q2 		$50.1K Sell
512
-745
-59% -$73.4K 0.11% 165
2024
Q1 		$133K Sell
1,257
-55
-4% -$5.98K 0.15% 153
2023
Q4 		$151K Buy
+1,312
New +$134K 0.18% 128

Other funds holding CCI

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

LGT Financial Advisors increased its Crown Castle (CCI) stake by 1.5% in Q2 2026, buying an estimated $88 and bringing the position to 67 shares worth $5.06K. The position accounts for 0.03% of the portfolio, ranked #184.

LGT Financial Advisors first reported a position in CCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $151K in Q4 2023. 371 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • LGT Financial Advisors held 67 shares of Crown Castle worth $5.06K as of Q2 2026.
  • LGT Financial Advisors bought 1 Crown Castle share in Q2 2026, an estimated $88.
  • Crown Castle made up 0.03% of LGT Financial Advisors's portfolio in Q2 2026, its #184 holding.
  • LGT Financial Advisors first reported a position in Crown Castle in Q4 2023 and has held it in 11 quarters since.
  • LGT Financial Advisors's Crown Castle position peaked at $151K in Q4 2023.
  • 371 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.