Here’s What Supports Crown Castle’s (CCI) Sustained Growth

LRT Capital Management, an investment management company, released its “LRT Global Opportunities Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy leverages a systematic long/short approach to generate positive returns while effectively controlling downside risks and maintaining low net exposure to the equity markets. In September, the strategy returned -8.00% (net), and the YTD return was -0.17%. It was a challenging month for the strategy, as the market indexes surged, with a select few highly overvalued mega-cap stocks, while the rest of the market declined. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, LRT Global Opportunities Strategy highlighted stocks such as Crown Castle Inc. (NYSE:CCI). Crown Castle Inc. (NYSE:CCI) owns, operates, and leases cell towers and fiber-supporting small cells and fiber solutions. The one-month return of Crown Castle Inc. (NYSE:CCI) was 0.12%, and its shares lost 15.48% of their value over the last 52 weeks. On October 6, 2025, Crown Castle Inc. (NYSE:CCI) stock closed at $93.99 per share, with a market capitalization of $40.93 billion.

LRT Global Opportunities Strategy stated the following regarding Crown Castle Inc. (NYSE:CCI) in its third quarter 2025 investor letter:

“Crown Castle Inc. (NYSE:CCI) stands as a category-defining enterprise, owning and operating the largest portfolio of shared communications infrastructure in the United States. The company provides the mission critical assets—primarily macro cell towers—that form the backbone of the nation’s wireless networks. By leasing space on its strategically located infrastructure to the largest wireless carriers under long-term contracts, Crown Castle has established itself as an indispensable partner in the digital economy. This unique position, protected by immense barriers to entry, has allowed the company to build a durable, compounding enterprise that is foundational to modern communication.

The company’s formidable competitive advantage is rooted in the irreplaceability of its asset base. Securing suitable locations and navigating the complex, lengthy zoning and permitting processes required for new tower construction creates a significant moat that deters new competition. The location of Crown Castle’s towers, concentrated in the top U.S. markets, represents prime real estate for wireless communication, making access to its network essential for carriers seeking to provide reliable coverage. The business model is further fortified by long-term, non-cancellable lease agreements, which typically include contractual rent escalators, providing a highly predictable, recurring, and growing stream of high-margin revenue.…” (Click here to read the full text)

Was Jim Cramer Right About Crown Castle Inc. (CCI)?

Crown Castle Inc. (NYSE:CCI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 49 hedge fund portfolios held Crown Castle Inc. (NYSE:CCI) at the end of the second quarter, up from 46 in the previous quarter. While we acknowledge the risk and potential of Crown Castle Inc. (NYSE:CCI) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Crown Castle Inc. (NYSE:CCI) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Crown Castle Inc. (NYSE:CCI) and shared the list of best real estate stocks to invest in. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.