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LifePlan Financial’s Crown Castle CCI Stock Holding History

LifePlan 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
-2,119
Closed -$204K – 87
2025
Q3 		$204K Sell
2,119
-93
-4% -$9.41K 0.16% 83
2025
Q2 		$227K Sell
2,212
-19
-0.9% -$1.92K 0.19% 86
2025
Q1 		$233K Sell
2,231
-151
-6% -$14.1K 0.2% 86
2024
Q4 		$216K Buy
+2,382
New +$249K 0.19% 86

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 $57.6B AUM 8.03% 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 $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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LifePlan Financial's CCI Position: Q4 2025 in Review

LifePlan Financial sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,119 shares — an estimated $204K sold.

LifePlan Financial first reported a position in CCI in Q4 2024 and held it in 4 quarters. The position peaked at $233K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • LifePlan Financial reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • LifePlan Financial sold 2,119 Crown Castle shares in Q4 2025, an estimated $204K.
  • LifePlan Financial first reported a position in Crown Castle in Q4 2024 and held it in 4 quarters.
  • LifePlan Financial's Crown Castle position peaked at $233K in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on LifePlan Financial's 13F filing for Q4 2025, filed 20 Jan 2026.