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Everhart Financial Group’s Crown Castle CCI Stock Holding History

Everhart Financial Group’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 		$443K Buy
5,856
+153
+3% +$13.4K 0.03% 294
2026
Q1 		$464K Buy
5,703
+1,207
+27% +$104K 0.04% 289
2025
Q4 		$400K Sell
4,496
-186
-4% -$17.1K 0.04% 289
2025
Q3 		$452K Buy
4,682
+1,159
+33% +$117K 0.05% 266
2025
Q2 		$362K Buy
3,523
+578
+20% +$58.5K 0.04% 272
2025
Q1 		$307K Buy
+2,945
New +$275K 0.04% 274
2024
Q4 		– Sell
-2,765
Closed -$328K – 314
2024
Q3 		$328K Buy
2,765
+588
+27% +$64.8K 0.07% 247
2024
Q2 		$213K Buy
2,177
+251
+13% +$24.7K 0.06% 279
2024
Q1 		$204K Buy
+1,926
New +$210K 0.06% 263
2022
Q4 		– Sell
-1,484
Closed -$215K – 192
2022
Q3 		$215K Buy
1,484
+46
+3% +$7.87K 0.12% 174
2022
Q2 		$242K Buy
+1,438
New +$262K 0.15% 143

Other funds holding CCI

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Everhart Financial Group's CCI Position: Q2 2026 in Review

Everhart Financial Group increased its Crown Castle (CCI) stake by 2.7% in Q2 2026, buying an estimated $13.4K and bringing the position to 5,856 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #294.

Everhart Financial Group first reported a position in CCI in Q2 2022 and has held it in 11 quarters since. The position peaked at $464K in Q1 2026. 175 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Everhart Financial Group held 5,856 shares of Crown Castle worth $443K as of Q2 2026.
  • Everhart Financial Group bought 153 Crown Castle shares in Q2 2026, an estimated $13.4K.
  • Crown Castle made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #294 holding.
  • Everhart Financial Group first reported a position in Crown Castle in Q2 2022 and has held it in 11 quarters since.
  • Everhart Financial Group's Crown Castle position peaked at $464K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.