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Essex Financial Services’s Crown Castle CCI Stock Holding History

Essex Financial Services’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
-2,698
Closed -$219K – 845
2026
Q1 		$219K Sell
2,698
-129
-5% -$11.1K 0.01% 723
2025
Q4 		$251K Buy
2,827
+297
+12% +$27.3K 0.01% 670
2025
Q3 		$244K Sell
2,530
-605
-19% -$61.2K 0.01% 636
2025
Q2 		$322K Sell
3,135
-3,974
-56% -$402K 0.02% 528
2025
Q1 		$741K Buy
7,109
+3,162
+80% +$295K 0.05% 300
2024
Q4 		$358K Sell
3,947
-242
-6% -$25.3K 0.03% 447
2024
Q3 		$461K Buy
4,189
+103
+3% +$11.3K 0.03% 397
2024
Q2 		$453K Buy
4,086
+828
+25% +$81.5K 0.03% 392
2024
Q1 		$345K Sell
3,258
-901
-22% -$98K 0.03% 391
2023
Q4 		$479K Sell
4,159
-2,396
-37% -$245K 0.05% 313
2023
Q3 		$603K Sell
6,555
-170
-3% -$17.6K 0.07% 252
2023
Q2 		$766K Buy
6,725
+4,144
+161% +$493K 0.09% 213
2023
Q1 		$345K Sell
2,581
-947
-27% -$131K 0.04% 351
2022
Q4 		$478K Sell
3,528
-624
-15% -$84.4K 0.05% 283
2022
Q3 		$600K Buy
4,152
+12
+0.3% +$2.05K 0.07% 230
2022
Q2 		$697K Buy
4,140
+13
+0.3% +$2.37K 0.08% 227
2022
Q1 		$762K Buy
4,127
+218
+6% +$38.8K 0.07% 229
2021
Q4 		$816K Sell
3,909
-190
-5% -$35.1K 0.08% 226
2021
Q3 		$710K Buy
4,099
+166
+4% +$32.1K 0.08% 231
2021
Q2 		$677K Hold
3,933
– – 0.1% 200
2021
Q1 		$677K Buy
3,933
+1,237
+46% +$198K 0.12% 168
2020
Q4 		$429K Sell
2,696
-725
-21% -$118K 0.08% 203
2020
Q3 		$570K Buy
3,421
+1,316
+63% +$217K 0.14% 140
2020
Q2 		$352K Buy
2,105
+344
+20% +$55.4K 0.11% 176
2020
Q1 		$254K Buy
1,761
+336
+24% +$50.1K 0.09% 200
2019
Q4 		$203K Buy
+1,425
New +$194K 0.06% 251

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 $3.38T AUM 44.17% 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

Essex Financial Services's CCI Position: Q2 2026 in Review

Essex Financial Services sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 2,698 shares — an estimated $219K sold.

Essex Financial Services first reported a position in CCI in Q4 2019 and held it in 26 quarters. The position peaked at $816K in Q4 2021. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Essex Financial Services reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 2,698 Crown Castle shares in Q2 2026, an estimated $219K.
  • Essex Financial Services first reported a position in Crown Castle in Q4 2019 and held it in 26 quarters.
  • Essex Financial Services's Crown Castle position peaked at $816K in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.