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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 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 29 Oct 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 8 listed it in both
Shares listed
13,080,964
combined, among listed positions
Reported value
$2.5bn
combined, at the quarter end

Among the 95 comparable managers: 11 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SBAC in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Dodge & Cox9,667,297$1.9bn1.01%Added+1,058,80313 Nov 2025 (the filing on sec.gov)
Invesco Ltd1,805,376$349m0.05%Added+231,83813 Nov 2025 (the filing on sec.gov)
Balyasny Asset Management LLC439,182$85m0.11%Added+255,42414 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP306,762$59munder 0.1%Added+104,20113 Nov 2025 (the filing on sec.gov)
Neuberger Berman Group LLC295,775$57munder 0.1%Trimmed-63,55227 Oct 2026 (the filing on sec.gov)
Man Group PLC152,989$30m0.05%Added+41,67314 Nov 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC141,104$27m0.16%Newnew14 Nov 2025 (the filing on sec.gov)
Tudor Investment Corp119,420$23munder 0.1%Newnew9 Dec 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP64,124$12munder 0.1%Newnew15 Dec 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP52,097$10m0.10%Added+31,86514 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP27,635$5.3munder 0.1%Added+3,35714 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP9,203$1.8munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, 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 (4)

Exited (2)

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 →