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LRI Investments’s Crown Castle CCI Stock Holding History

LRI Investments’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 		– Sell
-94
Closed -$7.64K – 1963
2026
Q1 		$7.64K Sell
94
-158
-63% -$13.6K ﹤0.01% 962
2025
Q4 		$22.4K Sell
252
-53
-17% -$4.87K ﹤0.01% 672
2025
Q3 		$29.4K Buy
+305
New +$30.9K ﹤0.01% 634

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

LRI Investments's CCI Position: Q2 2026 in Review

LRI Investments sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 94 shares — an estimated $7.64K sold.

LRI Investments first reported a position in CCI in Q3 2025 and held it in 3 quarters. The position peaked at $29.4K in Q3 2025. 527 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • LRI Investments reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 94 Crown Castle shares in Q2 2026, an estimated $7.64K.
  • LRI Investments first reported a position in Crown Castle in Q3 2025 and held it in 3 quarters.
  • LRI Investments's Crown Castle position peaked at $29.4K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.