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Evoke Wealth’s Crown Castle CCI Stock Holding History

Evoke Wealth’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
2025
Q3 		– Sell
-2,030
Closed -$209K – 655
2025
Q2 		$209K Buy
+2,030
New +$205K ﹤0.01% 554
2024
Q2 		– Sell
-8,545
Closed -$904K – 146
2024
Q1 		$904K Buy
+8,545
New +$930K 0.03% 185
2023
Q4 		– Sell
-25,156
Closed -$2.32M – 134
2023
Q3 		$2.32M Buy
25,156
+32
+0.1% +$3.31K 0.08% 108
2023
Q2 		$2.86M Sell
25,124
-4,156
-14% -$495K 0.1% 95
2023
Q1 		$3.92M Sell
29,280
-4,100
-12% -$567K 0.14% 72
2022
Q4 		$4.53M Sell
33,380
-10,442
-24% -$1.41M 0.16% 67
2022
Q3 		$6.33M Sell
43,822
-6,545
-13% -$1.12M 0.26% 46
2022
Q2 		$8.48M Buy
50,367
+2,252
+5% +$410K 0.31% 41
2022
Q1 		$8.88M Buy
48,115
+9,259
+24% +$1.65M 0.29% 45
2021
Q4 		$8.11M Buy
38,856
+7,798
+25% +$1.44M 0.26% 48
2021
Q3 		$5.38M Sell
31,058
-442
-1% -$85.4K 0.2% 66
2021
Q2 		$6.15M Buy
31,500
+892
+3% +$167K 0.23% 56
2021
Q1 		$5.27M Buy
30,608
+30,343
+11,450% +$4.86M 0.24% 59
2020
Q4 		$42K Buy
265
+6
+2% +$973 ﹤0.01% 392
2020
Q3 		$43K Buy
259
+105
+68% +$17.3K ﹤0.01% 380
2020
Q2 		$26K Sell
154
-484
-76% -$78K ﹤0.01% 433
2020
Q1 		$92.2K Sell
638
-860
-57% -$128K 0.01% 268
2019
Q4 		$213K Buy
1,498
+298
+25% +$40.7K 0.03% 215
2019
Q3 		$167K Buy
+1,200
New +$166K 0.02% 289

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evoke Wealth's CCI Position: Q3 2025 in Review

Evoke Wealth sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,030 shares — an estimated $209K sold.

Evoke Wealth first reported a position in CCI in Q3 2019 and held it in 19 quarters. The position peaked at $8.88M in Q1 2022. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Evoke Wealth reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Evoke Wealth sold 2,030 Crown Castle shares in Q3 2025, an estimated $209K.
  • Evoke Wealth first reported a position in Crown Castle in Q3 2019 and held it in 19 quarters.
  • Evoke Wealth's Crown Castle position peaked at $8.88M in Q1 2022.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Evoke Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.