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EP Wealth Advisors’s Crown Castle CCI Stock Holding History

EP 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
2026
Q2 		$238K Sell
3,140
-1,647
-34% -$145K ﹤0.01% 1422
2026
Q1 		$389K Sell
4,787
-918
-16% -$79K ﹤0.01% 1020
2025
Q4 		$507K Buy
+5,705
New +$525K ﹤0.01% 874
2025
Q2 		$1.42M Buy
13,806
+7,112
+106% +$720K 0.01% 487
2025
Q1 		$698K Sell
6,694
-238
-3% -$22.2K 0.01% 598
2024
Q4 		$629K Sell
6,932
-672
-9% -$70.3K 0.01% 623
2024
Q3 		$902K Sell
7,604
-54
-0.7% -$5.95K 0.01% 519
2024
Q2 		$748K Sell
7,658
-112
-1% -$11K 0.01% 442
2024
Q1 		$822K Sell
7,770
-498
-6% -$54.2K 0.01% 415
2023
Q4 		$952K Sell
8,268
-670
-7% -$68.6K 0.01% 375
2023
Q3 		$823K Buy
8,938
+5,081
+132% +$526K 0.01% 366
2023
Q2 		$1.03M Sell
3,857
-7,806
-67% -$929K 0.01% 330
2023
Q1 		$0 Buy
11,663
+3,994
+52% +$552K ﹤0.01% 646
2022
Q4 		$1.04M Buy
+7,669
New +$1.04M 0.02% 277
2022
Q3 		– Sell
-4,289
Closed -$722K – 379
2022
Q2 		$722K Buy
4,289
+4
+0.1% +$728 0.02% 308
2022
Q1 		$791K Buy
4,285
+25
+0.6% +$4.45K 0.02% 301
2021
Q4 		$889K Buy
4,260
+111
+3% +$20.5K 0.02% 272
2021
Q3 		$719K Sell
4,149
-68
-2% -$13.1K 0.02% 276
2021
Q2 		$823K Buy
4,217
+683
+19% +$128K 0.02% 268
2021
Q1 		$608K Buy
3,534
+731
+26% +$117K 0.02% 289
2020
Q4 		$446K Buy
2,803
+569
+25% +$92.3K 0.02% 285
2020
Q3 		$372K Buy
+2,234
New +$369K 0.02% 265
2020
Q2 		– Sell
-2,618
Closed -$422K – 287
2020
Q1 		$378K Sell
2,618
-2,176
-45% -$324K 0.02% 286
2019
Q4 		$681K Buy
+4,794
New +$654K 0.03% 234

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EP Wealth Advisors's CCI Position: Q2 2026 in Review

EP Wealth Advisors reduced its Crown Castle (CCI) stake by 34% in Q2 2026, selling an estimated $145K and leaving 3,140 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

EP Wealth Advisors first reported a position in CCI in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.42M in Q2 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • EP Wealth Advisors held 3,140 shares of Crown Castle worth $238K as of Q2 2026.
  • EP Wealth Advisors sold 1,647 Crown Castle shares in Q2 2026, an estimated $145K.
  • Crown Castle made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1422 holding.
  • EP Wealth Advisors first reported a position in Crown Castle in Q4 2019 and has held it in 24 quarters since.
  • EP Wealth Advisors's Crown Castle position peaked at $1.42M in Q2 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.