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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 Sep 2023
the date the book describes
Filed
15 Nov 2023
latest of these filings; the earliest 7 Nov 2023
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 17 listed it in both
Shares listed
9,892,436
combined, among listed positions
Reported value
$2.0bn
combined, at the quarter end

Managers listing SBAC in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Invesco Ltd2,143,877$429m0.12%Added+1,252,76413 Nov 2023 (the filing on sec.gov)
MFS Investment Management1,791,602$359m0.13%Trimmed-334,8048 Nov 2023 (the filing on sec.gov)
Citadel Advisors LLC1,312,094$263m0.06%Addedn.a.14 Nov 2023 (the filing on sec.gov)
T. Rowe Price Associates Inc1,176,650$236munder 0.1%Trimmed-1,305,35614 Nov 2023 (the filing on sec.gov)
Capital Research Global Investors644,243$129munder 0.1%Trimmed-178,96513 Nov 2023 (the filing on sec.gov)
AllianceBernstein LP543,000$109munder 0.1%Trimmed-203,31314 Nov 2023 (the filing on sec.gov)
Neuberger Berman Group LLC520,580$104m0.09%Added+39,19114 Nov 2023 (the filing on sec.gov)
Millennium Management LLC414,561$83munder 0.1%Addedn.a.14 Nov 2023 (the filing on sec.gov)
Man Group PLC280,487$56m0.17%Added+205,29614 Nov 2023 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC239,456$48m0.37%Added+87,60614 Nov 2023 (the filing on sec.gov)
Two Sigma Advisers LP211,400$42m0.11%Trimmed-172,90014 Nov 2023 (the filing on sec.gov)
Two Sigma Investments LP148,378$30m0.08%Trimmed-337,60914 Nov 2023 (the filing on sec.gov)
Renaissance Technologies LLC124,049$25munder 0.1%Trimmed-216,20014 Nov 2023 (the filing on sec.gov)
Voloridge Investment Management LLC115,967$23m0.11%Trimmed-49,18414 Nov 2023 (the filing on sec.gov)
Tudor Investment Corp88,194$18m0.18%Addedn.a.15 Nov 2023 (the filing on sec.gov)
ExodusPoint Capital Management LP80,143$16m0.15%Added+6,31813 Nov 2023 (the filing on sec.gov)
Verition Fund Management LLC26,090$5.2m0.06%Added+2,03314 Nov 2023 (the filing on sec.gov)
Holocene Advisors LP15,980$3.2munder 0.1%Added+3,16914 Nov 2023 (the filing on sec.gov)
Bridgewater Associates LP11,628$2.3munder 0.1%Newnew13 Nov 2023 (the filing on sec.gov)
Brevan Howard Capital Management LP3,215$644kunder 0.1%Added+1,27114 Nov 2023 (the filing on sec.gov)
First Eagle Investment Management LLC842$169kunder 0.1%Added+368 Nov 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 2023, 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 (1)

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 →