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Evergreen Capital Management’s Crown Castle CCI Stock Holding History

Evergreen Capital Management’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
Q1 		$387K Buy
+4,756
New +$409K 0.01% 948
2025
Q4 		– Sell
-3,564
Closed -$344K – 1433
2025
Q3 		$344K Buy
3,564
+740
+26% +$74.9K 0.01% 878
2025
Q2 		$290K Sell
2,824
-677
-19% -$68.5K 0.01% 824
2025
Q1 		$365K Sell
3,501
-5,917
-63% -$552K 0.01% 641
2024
Q4 		$855K Sell
9,418
-821
-8% -$85.8K 0.03% 365
2024
Q3 		$1.21M Buy
10,239
+3,863
+61% +$425K 0.04% 309
2024
Q2 		$623K Buy
6,376
+1,220
+24% +$120K 0.02% 411
2024
Q1 		$546K Sell
5,156
-242
-4% -$26.3K 0.02% 426
2023
Q4 		$622K Sell
5,398
-1,073
-17% -$110K 0.03% 369
2023
Q3 		$596K Buy
6,471
+2,314
+56% +$240K 0.03% 351
2023
Q2 		$474K Buy
4,157
+772
+23% +$91.9K 0.02% 405
2023
Q1 		$453K Sell
3,385
-467
-12% -$64.6K 0.02% 395
2022
Q4 		$522K Sell
3,852
-379
-9% -$51.3K 0.02% 362
2022
Q3 		$611K Buy
4,231
+277
+7% +$47.4K 0.03% 318
2022
Q2 		$666K Buy
3,954
+242
+7% +$44K 0.03% 299
2022
Q1 		$685K Buy
3,712
+28
+0.8% +$4.98K 0.03% 332
2021
Q4 		$769K Buy
3,684
+135
+4% +$24.9K 0.03% 317
2021
Q3 		$615K Buy
3,549
+45
+1% +$8.7K 0.03% 332
2021
Q2 		$684K Buy
3,504
+157
+5% +$29.4K 0.03% 302
2021
Q1 		$576K Buy
+3,347
New +$536K 0.03% 305

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evergreen Capital Management's CCI Position: Q1 2026 in Review

Evergreen Capital Management opened a new position in Crown Castle (CCI) in Q1 2026: 4,756 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in CCI as recently as Q3 2025.

Evergreen Capital Management first reported a position in CCI in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.21M in Q3 2024. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Evergreen Capital Management held 4,756 shares of Crown Castle worth $387K as of Q1 2026.
  • Crown Castle was a new Evergreen Capital Management position in Q1 2026.
  • Crown Castle made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #948 holding.
  • Evergreen Capital Management first reported a position in Crown Castle in Q1 2021 and has held it in 20 quarters since.
  • Evergreen Capital Management's Crown Castle position peaked at $1.21M in Q3 2024.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.