SBA COMMUNICATIONS CORP SBAC

US Real estate Real Estate Investment Trusts
$184.56
+2.1%
52w: $164.16 – $233.84

Latest 13F among current holders filed 4 days ago (Jul 1, 2026)

Price — last 12 months

research preview data
164.16199.00233.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
665
-17 QoQ
13F value
$17.62B
-11.8% QoQ
Smart-money holders
34
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
4.9×
$92.4M calls / $18.9M puts

Institutional value by quarter

$24.76B
Q1 2024
$20.56B
Q2 2024
$25.89B
Q3 2024
$21.79B
Q4 2024
$23.84B
Q1 2025
$24.94B
Q2 2025
$20.71B
Q3 2025
$19.99B
Q4 2025
$17.62B
Q1 2026

Number of holders

670
Q1 2024
643
Q2 2024
684
Q3 2024
665
Q4 2024
692
Q1 2025
709
Q2 2025
680
Q3 2025
682
Q4 2025
665
Q1 2026

Who owns SBAC?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Dodge & Cox ★2Long only active12.1M$2.08B1.1%+0.7%
BlackRock, Inc. Index provider10.1M$1.74B0.0%+2.2%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical9.7M$1.67B0.1%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical6.9M$1.19B0.0%
STATE STREET CORP Index provider5.0M$853.9M0.0%+1.0%
JPMORGAN CHASE & CO Bank broker3.9M$664.6M0.0%-13.5%
GEODE CAPITAL MANAGEMENT, LLC Index provider3.1M$540.2M0.0%+2.1%
COHEN & STEERS, INC. Other3.1M$539.3M0.9%-9.2%
Invesco Ltd. Index provider2.0M$338.0M0.1%+8.2%
DIAMOND HILL CAPITAL MANAGEMENT INC Other1.9M$332.9M2.1%-4.9%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb1.6M$278.0M0.2%+47.8%
DIMENSIONAL FUND ADVISORS LP Quant stat arb1.6M$277.6M0.1%+3.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider1.6M$271.6M0.0%+3.4%
Legal & General Group Plc Diversified mechanical1.5M$259.5M0.1%+0.6%
NORDEA INVESTMENT MANAGEMENT AB Other1.3M$214.0M0.2%+1.6%
MORGAN STANLEY Bank broker1.1M$192.3M0.0%-18.9%
Mitsubishi UFJ Trust & Banking Corp Diversified mechanical1.1M$185.0M0.5%+29.7%
ATLAS Infrastructure Partners (UK) Ltd. ★2Fundamental diversified1.0M$178.0M6.3%New
AMERIPRISE FINANCIAL INC Bank broker1.0M$173.9M0.0%-20.2%
BANK OF AMERICA CORP /DE/ Bank broker1.0M$173.0M0.0%+41.7%
NORTHERN TRUST CORP Index provider983.4K$169.3M0.0%-3.0%
RUSH ISLAND MANAGEMENT, LP ★2Fundamental concentrated978.4K$168.4M11.3%-16.9%
GOLDMAN SACHS GROUP INC Bank broker944.3K$162.5M0.0%-23.8%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker926.3K$159.4M0.0%+62406.7%
CANADA PENSION PLAN INVESTMENT BOARD Pension sovereign907.8K$156.2M0.1%+4.0%
UBS Group AG Bank broker887.2K$152.7M0.0%+31.8%
EARNEST PARTNERS LLC Other784.1K$135.0M0.6%-0.7%
Woodline Partners LP Other765.5K$131.7M0.5%+38856.0%
FMR LLC Long only active706.5K$121.6M0.0%-5.2%
Amundi Diversified mechanical696.5K$119.9M0.0%-15.4%
SEI INVESTMENTS CO Diversified mechanical672.1K$115.7M0.1%+7.1%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical599.4K$103.2M0.0%
DigitalBridge Group, Inc. ★3Fundamental concentrated583.2K$100.4M6.4%+22.1%
Permit Capital, LLC ★3Fundamental concentrated575.3K$99.0M33.6%Held
Qube Research & Technologies Ltd Quant stat arb556.4K$95.8M0.1%New
Bank of New York Mellon Corp Diversified mechanical544.8K$93.8M0.0%-4.9%
TWO SIGMA INVESTMENTS, LP Quant stat arb482.6K$83.1M0.1%+70.5%
DEUTSCHE BANK AG\ Bank broker479.2K$82.5M0.0%-69.9%
SG Americas Securities, LLC Diversified mechanical469.9K$80.9M0.1%+170.6%
CITADEL ADVISORS LLC Multistrat pod405.4K$69.8M0.1%+4.0%
BRISTOL JOHN W & CO INC /NY/ ★2Fundamental diversified387.4K$66.7M1.1%+22.7%
Engineers Gate Manager LP Diversified mechanical376.3K$64.8M0.8%+24.3%
CI INVESTMENTS INC. Diversified mechanical343.8K$59.2M0.3%+3.3%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Index provider338.6K$58.3M0.1%+119.3%
BARCLAYS PLC Bank broker333.3K$57.4M0.0%+14.3%
Thrivent Financial for Lutherans Diversified mechanical328.9K$56.6M0.1%-11.6%
REAVES W H & CO INC ★2Fundamental diversified322.5K$55.5M0.9%-11.0%
Swiss National Bank Index provider312.6K$53.8M0.0%+6.3%
Russell Investments Group, Ltd. Diversified mechanical285.6K$49.1M0.1%-28.3%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS Diversified mechanical267.7K$46.1M0.2%+5.7%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.