SBA CommunicationsSBAC

13F holders, Q2 2024 (June 30)
641holders −25
56new positions
81sold out
9famous investors
$196.16avg. 13F price*

At the end of Q2 2024, 641 institutions reported holding SBA Communications Corp. (SBAC) in their 13F filings, down 25 from Q1 2024. 56 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock Inc. ($1.8B) and State Street Corp. ($895.5M). 9 famous investors held it, including Chuck Akre (0.9% of Akre Capital Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).

Company
SBA Communications Corp.
Sector
Real Estate
CUSIP
78410G104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 666Q1 2024Q2 2024: 641Q2 2024Q3 2024: 682Q3 2024Q4 2024: 665Q4 2024Q1 2025: 692Q1 2025Q2 2025: 708Q2 2025Q3 2025: 680Q3 2025Q4 2025: 684Q4 2025Q1 2026: 668Q1 2026Q2 2026: 683Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions56$411.6M
Exits81$382.3M

All 13F filers, Q1 2024 → Q2 2024: 9,167,199 shares bought and 10,432,980 shares sold, net −1,265,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 641 holders

Vanguard Group Inc. 0.07% Add +0.5% 17,457,888 $3.4B
BlackRock Inc. 0.04% Add +0.4% 9,256,991 $1.8B
State Street Corp. 0.04% Reduce -3.7% 4,561,961 $895.5M
Principal Financial Group Inc. 0.49% Reduce -2.2% 4,204,074 $825.3M
JPMorgan Chase & Co. 0.06% Add +17.9% 3,638,788 $714.3M
Geode Capital Management, LLC 0.05% Add +1.5% 2,809,402 $550.2M
Deutsche Bank AG 0.20% Reduce -3.8% 2,284,998 $448.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.66% Add +13.4% 1,973,867 $387.5M
Massachusetts Financial Services Co. 0.11% Reduce -7.8% 1,824,713 $358.2M
Morgan Stanley 0.03% Reduce -4.0% 1,651,103 $324.1M
Dimensional Fund Advisors LP 0.08% Reduce -1.8% 1,503,497 $295.1M
Invesco Ltd. 0.06% Add +8.2% 1,489,907 $292.5M
Ameriprise Financial Inc. 0.07% Reduce -1.1% 1,405,186 $275.8M
Norges Bank 0.04% Add +10.7% 1,335,539 $262.2M
Legal & General Group Plc 0.07% Reduce -0.3% 1,317,309 $258.6M
Millennium Management 0.21% Reduce -9.1% 1,272,552 $249.8M
Charles Schwab Investment Management Inc. 0.05% Add +0.2% 1,207,231 $237.0M
Man Group plc 0.64% Add +149.8% 1,193,764 $234.3M
American Century Companies Inc. 0.14% Add +15.5% 1,190,288 $233.7M
Northern Trust Corp. 0.04% Add +0.8% 1,182,732 $232.2M
Amundi 0.08% Add +6.0% 1,135,665 $220.6M
Bank of America Corp. 0.02% Reduce -5.1% 1,002,811 $196.9M
T. Rowe Price Associates Inc. 0.02% Reduce -1.0% 976,603 $191.7M
Thrivent Financial for Lutherans 0.32% Reduce -33.4% 802,690 $157.6M
D. E. Shaw & Co. 0.24% Add +34.7% 792,147 $155.5M
Cohen & Steers, Inc. 0.30% Reduce -3.3% 734,953 $144.3M
Earnest Partners LLC 0.65% Add +2.1% 710,198 $139.4M
Nuveen Asset Management, LLC 0.04% Reduce -4.9% 694,175 $137.6M
Bank of New York Mellon Corp 0.03% Reduce -2.4% 694,863 $136.4M
Barrow Hanley Mewhinney & Strauss LLC 0.46% New 686,390 $134.7M
APG Asset Management N.V. 0.23% Add +17.5% 688,945 $126.2M
Rivulet Capital, LLC 8.70% Add +15.3% 640,000 $125.6M
Citadel Advisors 0.12% Reduce -62.7% 610,329 $119.8M
CI Investments Inc. 0.47% Reduce -3.0% 609,646 $119.7M
DigitalBridge Group, Inc. 10.55% Add +2.9% 600,766 $117.9M
Permit Capital, LLC 43.52% Add +1655.9% 604,035 $115.7M
Voyager Global Management LP 5.04% Add +187.5% 575,000 $112.9M
Neuberger Berman Group LLC 0.09% Add +3.9% 545,835 $107.1M
Goldman Sachs Group Inc. 0.02% Reduce -44.8% 518,586 $101.8M
Akre Capital Management 0.86% Add +176.8% 500,000 $98.2M
Canada Pension Plan Investment Board 0.10% Add +5.4% 496,965 $97.6M
Bessemer Group Inc. 0.17% Add +3142.8% 488,400 $95.9M
Nordea Investment Management AB 0.10% Add +28.5% 450,339 $88.4M
Qube Research & Technologies Ltd 0.16% Add +56.7% 445,399 $87.4M
California Public Employees Retirement System 0.06% Reduce -11.4% 443,135 $87.0M
Bristol John W & Co. Inc. 1.38% Reduce -2.2% 432,957 $85.0M
Long Pond Capital, LP 4.53% New 426,322 $83.7M
Brown Advisory Inc. 0.11% Reduce -72.2% 416,872 $81.8M
CBRE Investment Management Listed Real Assets LLC 1.42% Reduce -11.4% 392,344 $77.0M
Barclays PLC 0.03% Add +38.0% 384,792 $75.5M
Sei Investments Co. 0.10% Add +6.3% 371,634 $73.0M
AQR Capital Management 0.11% Add +500.0% 369,037 $72.4M
Brookfield Corp 0.44% Reduce -0.5% 358,037 $70.3M
Reaves W H & Co. Inc. 2.31% Reduce -6.2% 348,115 $68.3M
FMR LLC 0.00% Reduce -60.8% 328,599 $64.5M
M.D. Sass, LLC 5.15% Add +62.5% 322,506 $63.3M
Swiss National Bank 0.04% Reduce -0.9% 320,100 $62.8M
Clearbridge Investments, LLC 0.05% Reduce -7.1% 309,376 $60.7M
Wellington Management Group LLP 0.01% Add +5.5% 296,383 $58.2M
Schonfeld Strategic Advisors LLC 0.45% Add +211.5% 294,636 $57.8M
Russell Investments Group, Ltd. 0.09% Reduce -2.5% 287,095 $56.4M
Lazard Asset Management LLC 0.08% Add +91.6% 284,939 $55.9M
Investment Management Corp of Ontario 1.50% Reduce -9.4% 282,397 $55.4M
Wells Fargo & Company 0.01% Add +22.4% 275,793 $54.1M
Schwartz Investment Counsel Inc. 1.99% Add +10.0% 274,000 $53.8M
Janus Henderson Group PLC 0.03% Add +10.3% 248,075 $48.7M
Worldquant Millennium Advisors LLC 0.44% Reduce -8.6% 247,978 $48.7M
Envestnet Asset Management Inc. 0.02% Reduce -15.6% 245,616 $48.2M
UBS Group AG 0.01% Reduce -0.3% 242,023 $47.5M
Franklin Resources Inc. 0.01% Reduce -5.0% 241,862 $47.5M
Rhumbline Advisers 0.04% Reduce -1.8% 235,187 $46.2M
Pictet Asset Management Holding SA 0.05% Add +4.9% 226,024 $44.4M
Capital International Investors 0.01% New 221,608 $43.5M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -3.8% 221,029 $43.4M
Employees Retirement System of Texas 0.45% Add +30.4% 206,100 $40.5M
HSBC Holdings PLC 0.03% Add +7.7% 203,324 $39.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -64.6% 185,593 $36.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +57.7% 184,555 $36.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.23% Add +4.5% 180,935 $35.5M
Bank of Montreal 0.01% Reduce -0.9% 178,598 $35.3M
Schroder Investment Management Group 0.04% Reduce -4.5% 179,638 $35.3M
Verition Fund Management LLC 0.30% Add +33.6% 177,759 $34.9M
California State Teachers Retirement System 0.04% Reduce -1.5% 173,763 $34.1M
Centersquare Investment Management LLC 0.35% Reduce -0.8% 166,979 $32.8M
Capital Fund Management S.A. 0.37% Add +40.2% 165,013 $32.4M
National Pension Service 0.04% Add +8.9% 158,659 $31.1M
CANADA LIFE ASSURANCE Co 0.06% Reduce -0.9% 155,864 $30.6M
BNP Paribas Financial Markets 0.03% Reduce -59.2% 146,805 $28.8M
Balyasny Asset Management L.P. 0.07% New 141,040 $27.7M
Baron Capital (BAMCO) 0.08% Reduce -0.8% 141,019 $27.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +10.6% 138,946 $27.3M
Soroban Capital Partners LP 0.40% New 138,494 $27.2M
Korea Investment CORP 0.07% Add +23.1% 137,008 $26.9M
Prudential Financial Inc. 0.04% Add +67.6% 136,528 $26.8M
Citigroup Inc. 0.03% Reduce -2.8% 135,975 $26.7M
Alliancebernstein L.P. 0.01% Reduce -38.6% 135,938 $26.7M
Voloridge Investment Management, LLC 0.10% Add +23.4% 134,864 $26.5M
Partners Group Holding AG 1.99% Add +35.5% 134,815 $26.5M
CIBC Private Wealth Group LLC 0.05% Reduce -2.2% 131,190 $25.4M
Royal Bank of Canada 0.01% Reduce -48.0% 129,584 $25.4M

"% of holder's portfolio" is SBAC's weight in each manager's 13F, not the share of SBA Communications Corp. the manager owns.

Show all 641 holders