EWM
CCI icon

Evolution Wealth Management’s Crown Castle CCI Stock Holding History

Evolution Wealth 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
2025
Q3 		– Sell
-65
Closed -$6.68K – 607
2025
Q2 		$6.68K Buy
+65
New +$6.58K 0.01% 407

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

Evolution Wealth Management's CCI Position: Q3 2025 in Review

Evolution Wealth Management sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 65 shares — an estimated $6.68K sold.

Evolution Wealth Management first reported a position in CCI in Q2 2025 and held it in 1 quarter. The position peaked at $6.68K in Q2 2025. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Evolution Wealth Management reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 65 Crown Castle shares in Q3 2025, an estimated $6.68K.
  • Evolution Wealth Management first reported a position in Crown Castle in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Crown Castle position peaked at $6.68K in Q2 2025.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.