Position in CCI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$708,903
-$20,363 QoQ
Shares Held
9,361
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#479
of 925 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026AE Wealth Management LLC holds $10,251,758 across 8 REIT - Specialty names. CCI ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
42,581 | $6,964,959 | |
| 2 | CCI |
Crown Castle Inc.
This page
|
9,361 | $708,903 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
21,050 | $689,583 | |
| 4 | EQIX |
Equinix Inc
|
552 | $575,384 | |
| 5 | IRM |
Iron Mountain Inc
|
4,210 | $531,761 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,670 | $299,887 | |
| 7 | WY |
Weyerhaeuser Co
|
10,846 | $259,643 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1,421 | $221,638 |
All Filings in CCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,903 | 9,361 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $729,266 | 8,969 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $734,682 | 8,267 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $713,538 | 7,395 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $738,930 | 7,193 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $707,407 | 6,787 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $531,486 | 5,856 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $646,532 | 5,450 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $515,364 | 5,275 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $656,884 | 6,207 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,804,078 | 50,387 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,878,604 | 42,145 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,317,186 | 37,890 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,063,329 | 22,888 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,240,513 | 31,263 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,577,031 | 31,664 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,048,944 | 77,497 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,016,396 | 54,260 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,716,847 | 46,550 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,479,108 | 25,843 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,463,858 | 33,131 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,752,928 | 33,422 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,661,242 | 29,281 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,188,140 | 31,160 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,932,473 | 29,474 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,785,590 | 26,216 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||