Lodestone Wealth Management LLC

Position in CCI — Crown Castle Inc.

CIK 1950158 SPOKANE, WA

Position in CCI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$11,889

-$714 QoQ

Shares Held

157

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#781

of 925 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $74,544 across 5 REIT - Specialty names. CCI ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	1,106	$26,477
2	DLR	Digital Realty Trust, Inc.	120	$21,549
3	CCI	Crown Castle Inc. This page	157	$11,889
4	AMT	American Tower Corp /Ma/	59	$9,650
5	RYN	Rayonier Inc	234	$4,979

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,889	157	+1.3%	Shares	Sole	2026-07-24
2026-03-31	$12,603	155	-2.5%	Shares	Sole	2026-05-01
2025-12-31	$14,130	159	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.