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SBAC in the 13F filings

Sba Communications Corp · CUSIP 78410G104

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 12 listed it in both
Shares listed
21,023,629
combined, among listed positions
Reported value
$3.7bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,168,725.

Managers listing SBAC in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

34 of 34 holders

ActionFiling
Dodge & Cox12,323,254$2.2bn1.14%Added+242,97013 Aug 2026 (the filing on sec.gov)
Invesco Ltd1,934,968$341munder 0.1%Trimmed-29,00014 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,568,367$277m0.12%Trimmed-46,68713 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC1,292,825$228munder 0.1%Added+887,3812 Sep 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,033,501$182munder 0.1%Added+327,04013 Aug 2026 (the filing on sec.gov)
Millennium Management LLC699,701$123munder 0.1%Added+554,69414 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC413,296$72munder 0.1%Added+259,37614 Aug 2026 (the filing on sec.gov)
Woodline Partners LP372,032$66m0.20%Trimmed-393,45414 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc274,868$49munder 0.1%Added+119,01914 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC199,390$35munder 0.1%Trimmed-26,54027 Oct 2026 (the filing on sec.gov)
Tudor Investment Corp103,921$18munder 0.1%Trimmed-56,18014 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP104,930$18munder 0.1%Trimmed-2,37014 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP83,766$15munder 0.1%Trimmed-53,12014 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP70,500$12munder 0.1%Added+40,08514 Aug 2026 (the filing on sec.gov)
Steadfast Capital Management LP67,000$12m0.36%Newnew14 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC65,597$12m0.06%Added+51,47814 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC63,135$11munder 0.1%Trimmed-41,4183 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC60,125$11munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC58,341$10munder 0.1%Added+6,18314 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC55,892$9.9munder 0.1%Added+54,30214 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP49,105$8.7munder 0.1%Trimmed-52,89314 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP42,040$7.4munder 0.1%Added+12,04714 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP27,917$4.9munder 0.1%Trimmed-454,72714 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP13,663$2.4munder 0.1%Trimmed-67,39214 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd12,597$2.2munder 0.1%Added+21614 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
21 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

01020302017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SBAC by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20161$50mn.a.n.a.
Q1 201718$2.3bnn.a.n.a.
Q2 201716$2.0bnn.a.n.a.
Q3 201717$1.7bnn.a.n.a.
Q4 201717$2.0bnn.a.n.a.
Q1 201821$2.5bnn.a.n.a.
Q2 201816$2.4bnn.a.n.a.
Q3 201820$2.1bnn.a.n.a.
Q4 201818$2.0bnn.a.n.a.
Q1 201915$2.3bnn.a.n.a.
Q2 201919$3.0bnn.a.n.a.
Q3 201925$3.6bnn.a.n.a.
Q4 201923$3.5bnn.a.n.a.
Q1 202028$4.3bnn.a.n.a.
Q2 202030$4.9bnn.a.n.a.
Q3 202023$5.0bnn.a.n.a.
Q4 202023$5.0bnn.a.n.a.
Q1 202118$4.4bnn.a.n.a.
Q2 202126$4.8bnn.a.n.a.
Q3 202122$4.8bnn.a.n.a.
Q4 202127$5.5bnn.a.n.a.
Q1 202219$4.6bnn.a.n.a.
Q2 202218$4.8bnn.a.n.a.
Q3 202219$4.3bnn.a.n.a.
Q4 202222$4.3bnn.a.n.a.
Q1 202324$2.9bnn.a.n.a.
Q2 202322$2.4bnn.a.n.a.
Q3 202321$2.0bnn.a.n.a.
Q4 202320$2.8bn129
Q1 202423$2.4bn168
Q2 202421$2.0bn156
Q3 202421$2.6bn1211
Q4 202419$2.8bn913
Q1 202519$3.3bn128
Q2 202514$3.0bn88
Q3 202512$2.5bn113
Q4 202510$3.2bn1714
Q1 202612$3.0bn1915
Q2 202610$2.9bn1619

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SBAC and WELL →SBAC and EQIX →SBAC and PLD →Choose a stock to compare with SBAC →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SBAC, latest filings →Back to the 13F Explorer →