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Litman Gregory Wealth Management’s Crown Castle CCI Stock Holding History

Litman Gregory Wealth Management’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 		$178 Buy
+2
New +$184 ﹤0.01% 352
2020
Q4 		– Sell
-36
Closed -$6K – 199
2020
Q3 		$6K Buy
+36
New +$5.94K ﹤0.01% 165

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

Litman Gregory Wealth Management's CCI Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Crown Castle (CCI) in Q4 2025: 2 shares worth $178. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in CCI as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in CCI in Q3 2020 and has held it in 2 quarters since. The position peaked at $6K in Q3 2020. 1,032 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Litman Gregory Wealth Management held 2 shares of Crown Castle worth $178 as of Q4 2025.
  • Crown Castle was a new Litman Gregory Wealth Management position in Q4 2025.
  • Crown Castle made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #352 holding.
  • Litman Gregory Wealth Management first reported a position in Crown Castle in Q3 2020 and has held it in 2 quarters since.
  • Litman Gregory Wealth Management's Crown Castle position peaked at $6K in Q3 2020.
  • 1,032 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.