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EverSource Wealth Advisors’s Crown Castle CCI Stock Holding History

EverSource 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
Q1 		$181K Buy
2,230
+739
+50% +$63.6K 0.01% 1111
2025
Q4 		$132K Sell
1,491
-360
-19% -$33.1K ﹤0.01% 1168
2025
Q3 		$179K Sell
1,851
-688
-27% -$69.6K 0.01% 970
2025
Q2 		$261K Buy
2,539
+969
+62% +$98.1K 0.01% 739
2025
Q1 		$164K Sell
1,570
-1,261
-45% -$118K 0.01% 732
2024
Q4 		$257K Buy
2,831
+1,294
+84% +$135K 0.01% 558
2024
Q3 		$182K Buy
1,537
+286
+23% +$31.5K 0.01% 591
2024
Q2 		$138K Buy
1,251
+301
+32% +$29.6K 0.01% 687
2024
Q1 		$89.1K Buy
950
+108
+13% +$11.7K 0.01% 753
2023
Q4 		$97K Buy
842
+342
+68% +$35K 0.01% 647
2023
Q3 		$46K Sell
500
-1,375
-73% -$142K ﹤0.01% 842
2023
Q2 		$214K Sell
1,875
-126
-6% -$15K 0.02% 384
2023
Q1 		$268K Buy
2,001
+51
+3% +$7.05K 0.03% 322
2022
Q4 		$264K Sell
1,950
-304
-13% -$41.1K 0.04% 307
2022
Q3 		$325K Sell
2,254
-366
-14% -$62.6K 0.07% 230
2022
Q2 		$442K Buy
2,620
+280
+12% +$50.9K 0.11% 165
2022
Q1 		$433K Buy
2,340
+1,460
+166% +$260K 0.11% 169
2021
Q4 		$183K Buy
+880
New +$162K 0.05% 233

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

EverSource Wealth Advisors's CCI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Crown Castle (CCI) stake by 50% in Q1 2026, buying an estimated $63.6K and bringing the position to 2,230 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #1111.

EverSource Wealth Advisors first reported a position in CCI in Q4 2021 and has held it in 18 quarters since. The position peaked at $442K in Q2 2022. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • EverSource Wealth Advisors held 2,230 shares of Crown Castle worth $181K as of Q1 2026.
  • EverSource Wealth Advisors bought 739 Crown Castle shares in Q1 2026, an estimated $63.6K.
  • Crown Castle made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1111 holding.
  • EverSource Wealth Advisors first reported a position in Crown Castle in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Crown Castle position peaked at $442K in Q2 2022.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.