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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
Q2 		– Sell
-4,756
Closed -$387K – 1557
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 $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

Evergreen Capital Management's CCI Position: Q2 2026 in Review

Evergreen Capital Management sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 4,756 shares — an estimated $387K sold.

Evergreen Capital Management first reported a position in CCI in Q1 2021 and held it in 20 quarters. The position peaked at $1.21M in Q3 2024. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Evergreen Capital Management reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 4,756 Crown Castle shares in Q2 2026, an estimated $387K.
  • Evergreen Capital Management first reported a position in Crown Castle in Q1 2021 and held it in 20 quarters.
  • Evergreen Capital Management's Crown Castle position peaked at $1.21M in Q3 2024.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.