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Long Run Wealth Advisors’s Crown Castle CCI Stock Holding History

Long Run Wealth 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
2025
Q4 		$1.58M Buy
17,723
+412
+2% +$37.9K 0.3% 58
2025
Q3 		$1.67M Buy
17,311
+2,364
+16% +$239K 0.33% 52
2025
Q2 		$1.54M Buy
14,947
+915
+7% +$92.6K 0.32% 54
2025
Q1 		$1.46M Buy
14,032
+330
+2% +$30.8K 0.33% 53
2024
Q4 		$1.24M Buy
13,702
+1,805
+15% +$189K 0.3% 57
2024
Q3 		$1.41M Buy
11,897
+1,584
+15% +$174K 0.33% 52
2024
Q2 		$1.01M Buy
10,313
+1,462
+17% +$144K 0.26% 65
2024
Q1 		$937K Buy
8,851
+32
+0.4% +$3.48K 0.25% 65
2023
Q4 		$1.02M Buy
+8,819
New +$903K 0.29% 58

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $303B AUM 30.15% 1-Year Est. Return

Long Run Wealth Advisors's CCI Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Crown Castle (CCI) stake by 2.4% in Q4 2025, buying an estimated $37.9K and bringing the position to 17,723 shares worth $1.58M. The position accounts for 0.3% of the portfolio, ranked #58.

Long Run Wealth Advisors first reported a position in CCI in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.67M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Long Run Wealth Advisors held 17,723 shares of Crown Castle worth $1.58M as of Q4 2025.
  • Long Run Wealth Advisors bought 412 Crown Castle shares in Q4 2025, an estimated $37.9K.
  • Crown Castle made up 0.3% of Long Run Wealth Advisors's portfolio in Q4 2025, its #58 holding.
  • Long Run Wealth Advisors first reported a position in Crown Castle in Q4 2023 and has held it in 9 quarters since.
  • Long Run Wealth Advisors's Crown Castle position peaked at $1.67M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.