Aries Wealth Management CCI — CROWN CASTLE INC

Ownership history in Aries Wealth Management  ·  9 quarters on record

AI Ownership Summary

Aries Wealth Management reported CROWN CASTLE INC (CCI) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q1. The latest visible filing shows CCI at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aries Wealth Management's position in CROWN CASTLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CCI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CCI stock page Aries Wealth Management fund profile Aries Wealth Management full holdings
How Aries Wealth Management held CCI — position size vs. price
% of Fund (quarterly)    CCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,829 — 0% 0.05% $230K 2026-05-15 $85.66
2025 Q4 UNCHANGED — — — 2,829 — 0% 0.06% $251K 2026-01-30 $84.75
2025 Q3 UNCHANGED — — — 2,829 — 0% 0.06% $273K 2025-11-10 $88.60
2025 Q2 UNCHANGED — — — 2,829 — 0% 0.08% $291K 2025-07-28 $103.81
2025 Q1 UNCHANGED — — — 2,829 — 0% 0.08% $295K 2025-04-17 $97.79
2024 Q4 UNCHANGED — — — 2,829 — 0% 0.07% $257K 2025-01-30 $82.66
2024 Q3 UNCHANGED — — — 2,829 — 0% 0.09% $336K 2024-10-31 $98.22
2024 Q2 UNCHANGED — — — 2,829 — 0% 0.09% $276K 2024-07-25 $95.16
2024 Q1 INITIATED — — — 2,829 — — 0.10% $299K 2024-05-03 $86.44

🏢 Other funds also holding CCI

As of 2026 Q2 — sorted by position size

Ausbil Investment Management Ltd 3Y 2.97% Skylands Capital, LLC 3Y 7Y 2.6% CHIRON CAPITAL MANAGEMENT, LLC 3Y 1.96% Munich Reinsurance Co Stock Corp in Munich 1.54% Taylor Frigon Capital Management LLC 3Y 7Y 0.89% Stablepoint Partners, LLC 0.76% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.72% BUILDER INVESTMENT GROUP INC /ADV 3Y 0.58% ABC ARBITRAGE SA 0.56% Fisher Funds Management LTD 0.53%

FAQ About Aries Wealth Management and CCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aries Wealth Management reported owning CCI?

Aries Wealth Management reported CCI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CCI position in Aries Wealth Management's portfolio?

The largest reported portfolio weight for CCI was 0.10% in 2024 Q1.

What is the latest reported CCI position on this page?

The most recent filing on this page is 2026 Q1, when Aries Wealth Management reported 2,829 shares, equal to 0.05% of portfolio, with an estimated market value of $230K.

What does the chart on this CCI ownership page compare?

The chart compares Aries Wealth Management's quarterly CCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Aries Wealth Management Holdings