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Shepherd Financial Partners’s Crown Castle CCI Stock Holding History

Shepherd Financial Partners’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
-2,592
Closed -$211K – 258
2026
Q1 		$211K Hold
2,592
– – 0.02% 233
2025
Q4 		$230K Hold
2,592
– – 0.02% 225
2025
Q3 		$250K Sell
2,592
-154
-6% -$15.6K 0.02% 217
2025
Q2 		$282K Hold
2,746
– – 0.03% 208
2025
Q1 		$286K Hold
2,746
– – 0.03% 195
2024
Q4 		$249K Hold
2,746
– – 0.03% 195
2024
Q3 		$326K Sell
2,746
-558
-17% -$61.5K 0.04% 173
2024
Q2 		$323K Hold
3,304
– – 0.04% 174
2024
Q1 		$350K Sell
3,304
-43
-1% -$4.68K 0.05% 172
2023
Q4 		$386K Sell
3,347
-244
-7% -$25K 0.05% 161
2023
Q3 		$331K Buy
+3,591
New +$372K 0.05% 157
2023
Q2 		– Sell
-3,417
Closed -$457K – 188
2023
Q1 		$457K Buy
3,417
+4
+0.1% +$553 0.08% 133
2022
Q4 		$463K Sell
3,413
-19
-0.6% -$2.57K 0.08% 126
2022
Q3 		$496K Buy
3,432
+1
+0% +$171 0.1% 119
2022
Q2 		$578K Buy
3,431
+2
+0.1% +$364 0.11% 103
2022
Q1 		$633K Buy
3,429
+199
+6% +$35.4K 0.11% 108
2021
Q4 		$673K Buy
3,230
+2
+0.1% +$369 0.12% 102
2021
Q3 		$560K Hold
3,228
– – 0.11% 104
2021
Q2 		$630K Buy
3,228
+2
+0.1% +$374 0.12% 102
2021
Q1 		$555K Sell
3,226
-136
-4% -$21.8K 0.12% 106
2020
Q4 		$536K Buy
3,362
+1
+0% +$162 0.12% 103
2020
Q3 		$560K Buy
3,361
+182
+6% +$30K 0.13% 92
2020
Q2 		$532K Sell
3,179
-89
-3% -$14.3K 0.14% 84
2020
Q1 		$474K Buy
+3,268
New +$487K 0.16% 82

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

Shepherd Financial Partners's CCI Position: Q2 2026 in Review

Shepherd Financial Partners sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 2,592 shares — an estimated $211K sold.

Shepherd Financial Partners first reported a position in CCI in Q1 2020 and held it in 24 quarters. The position peaked at $673K in Q4 2021. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Shepherd Financial Partners reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,592 Crown Castle shares in Q2 2026, an estimated $211K.
  • Shepherd Financial Partners first reported a position in Crown Castle in Q1 2020 and held it in 24 quarters.
  • Shepherd Financial Partners's Crown Castle position peaked at $673K in Q4 2021.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.