Summitry LLC’s Crown Castle CCI Stock Holding History

Summitry LLC’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	-2,420	Closed	-$234K	–	254
2025 Q3	$234K	Buy	+2,420	New	+$245K	0.01%	186

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Summitry LLC's CCI Position: Q4 2025 in Review

Summitry LLC sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,420 shares — an estimated $234K sold.

Summitry LLC first reported a position in CCI in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

Summitry LLC reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
Summitry LLC sold 2,420 Crown Castle shares in Q4 2025, an estimated $234K.
Summitry LLC first reported a position in Crown Castle in Q3 2025 and held it in 1 quarter.
Summitry LLC's Crown Castle position peaked at $234K in Q3 2025.
1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Summitry LLC's 13F filing for Q4 2025, filed 9 Feb 2026.