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SBACReal EstateREIT

Sba Communications Corp

Held by 11 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 78410G104 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 11 of the investors we track own this stock. In the latest quarter, 4 of them bought more of it and 5 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
11
+1 vs last quarter (like-for-like)
Total value held
$3.04B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.3%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$163.36M
+6.3% vs last quarter
Net shares bought
+551.4K
Est. net flow +$97.31M
Quarter activity
4 bought · 5 sold
1 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SBAC?

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Who owns SBAC? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Dodge & Cox Dodge & Cox 12.32M $2.17B 1.1% Added +243.0K +2.0% +$42.87M
2 Norges Bank Norges Bank Investment Management 1.48M $261.81M 0.0% — — — —
3 Diamond Hill Diamond Hill Capital Management 1.29M $228.37M 1.8% Reduced -640.3K -33.1% -$112.99M
4 Ken Griffin Citadel Advisors 1.29M $228.13M 0.1% Added +887.4K +218.9% +$156.59M
5 Israel Englander Millennium Management 699.70K $123.47M 0.1% Added +554.7K +382.5% +$97.88M
6 Steve Cohen Point72 Asset Management 49.10K $8.67M 0.0% Reduced -52.9K -51.9% -$9.33M
7 Chris Davis Davis Selected Advisers 40.70K $7.18M 0.0% New +40.7K — +$7.18M
8 Two Sigma Two Sigma Investments 27.92K $4.93M 0.0% Reduced -454.7K -94.2% -$80.24M
9 Ray Dalio Bridgewater Associates 6.38K $1.13M 0.0% Reduced -8.3K -56.4% -$1.46M
10 David Shaw D.E. Shaw & Co. 1.49K $262.40K 0.0% Reduced -18.1K -92.4% -$3.20M
11 Ron Baron Baron Capital (BAMCO) 600 $105.88K 0.0% Held 0 0.0% $0

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in SBAC

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.