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SBA COMMUNICATIONS CORP hedge fund holdings

SBACNASDAQ
$161.82+3.33 (+2.10% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SBAC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-14.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025262188$1.94B$1.71B658Aug 14, 2025
Q3 2025218287$2.58B$1.88B639Nov 14, 2025
Q4 2025221248$1.51B$2.62B640Feb 14, 2026
Q1 2026224279$1.5B$1.32B629May 15, 2026
Q2 2026259197$1.85B$1.66B632Aug 14, 2026

Quarterly action breakdown

Q2 2026
632 filers
New position
77
$474M+2.69M sh
Increased
182
$1.37B+7.77M sh
Reduced
140
-$1.59B-9.02M sh
Out / sold
57
-$70M-397K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Long Pond Capital, LPNew Buy+$159M$159M15.24%Aug 13, 2026
Diamond Hill Capital Management, LLC (Investment Advisor)Reduce 33.10%-$113M$228M1.83%Aug 6, 2026
Rush Island Management, LPReduce 53.36%-$92.1M$80.5M5.34%Aug 14, 2026
ATLAS Infrastructure Partners (UK) Ltd.Reduce 48.53%-$88.6M$94M2.85%Aug 14, 2026
Thrivent Financial for LutheransReduce 90.00%-$52.2M$5.8M0.01%Aug 14, 2026
DigitalBridge Group, Inc.Reduce 45.09%-$46.4M$56.5M3.38%Aug 14, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 23.63%-$44.8M$145M0.32%Aug 6, 2026
Dodge & CoxAdded 2.01%+$42.9M$2.17B1.14%Aug 13, 2026
Jain Global LLCNew Buy+$34.8M$34.8M0.14%Aug 14, 2026
GRS Advisors, LLCAdded 84.96%+$29.9M$65.1M5.50%Aug 14, 2026
Bristol John W & Co IncReduce 41.09%-$28.1M$40.3M0.60%Aug 13, 2026
Quantinno Capital Management LPAdded 54.69%+$21.7M$61.5M0.07%Aug 13, 2026
Cohen & Steers, Inc.Added 3.65%+$20.2M$573M0.91%Aug 14, 2026
Benchstone Capital Management LPNew Buy+$20.1M$20.1M2.43%Aug 14, 2026
Ilex Capital Partners (UK) LLPAdded 153.69%+$18.6M$30.7M0.63%Aug 14, 2026
Caisse de depot et placement du QuebecReduce 63.94%-$17.9M$10.1M0.01%Aug 14, 2026
OMERS ADMINISTRATION CorpAdded 1676.45%+$15.1M$16M0.10%Aug 13, 2026
Kettle Hill Capital Management, LLCAdded 456.75%+$14.6M$17.8M4.39%Aug 14, 2026
Korea Investment CORPReduce 81.13%-$13.4M$3.12M0.01%Aug 12, 2026
Sora Investors LLCAdded 88.35%+$12.3M$26.1M2.00%Aug 14, 2026
Steadfast Capital Management LPNew Buy+$11.8M$11.8M0.36%Aug 14, 2026
Capital Innovations LLCNew Buy+$11.3M$11.3M2.92%Aug 11, 2026
Land & Buildings Investment Management, LLCSell 100%-$10.3M$00.00%Aug 14, 2026
Robeco Institutional Asset Management B.V.Reduce 67.45%-$10.3M$4.97M0.01%Jul 21, 2026
Exchange Traded Concepts, LLCAdded 246.64%+$9.66M$13.6M0.06%Aug 11, 2026
Wellington Management Group LLPReduce 38.81%-$9.37M$14.8M0.00%Aug 14, 2026
Davis Selected AdvisersNew Buy+$7.18M$7.18M0.03%Aug 11, 2026
Osmosis Investment Management UK LtdReduce 61.43%-$6.63M$4.16M0.19%Aug 13, 2026
NatixisAdded 147.02%+$6.39M$10.7M0.04%Aug 13, 2026
Nordea Investment Management ABAdded 2.70%+$6.01M$228M0.19%Aug 5, 2026
Blair William & CoReduce 50.42%-$5.84M$5.74M0.02%Aug 11, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 33.66%+$5.48M$21.7M0.02%Aug 13, 2026
Wealthfront Advisers LLCReduce 77.67%-$5.37M$1.54M0.00%Aug 7, 2026
Sophron Capital Management L.P.Reduce 56.54%-$5.1M$3.92M1.21%Aug 14, 2026
Cibc World Market Inc.Reduce 57.09%-$5.01M$3.77M0.01%Aug 13, 2026
Fideuram Asset Management (Ireland) dacNew Buy+$4.9M$4.9M0.09%Jul 23, 2026
Prudential PLCReduce 90.46%-$4.73M$498K0.00%Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Added 10.24%+$4.32M$46.5M0.03%Aug 7, 2026
T. Rowe Price Investment Management, Inc.Sell 100%-$4.11M$00.00%Aug 14, 2026
Motley Fool Wealth Management, LLCSell 100%-$3.93M$00.00%Aug 6, 2026
Sone Capital Management, LLCNew Buy+$3.89M$3.89M0.30%Aug 14, 2026
Aberdeen Group plcAdded 10.20%+$3.79M$40.9M0.06%Jul 31, 2026
KBC Group NVReduce 48.61%-$3.7M$3.91M0.01%Aug 5, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 11.34%+$3.69M$36.2M0.02%Aug 13, 2026
Natixis Advisors, LLCAdded 20.38%+$3.59M$21.2M0.02%Aug 14, 2026
Healthcare of Ontario Pension Plan Trust FundReduce 8.44%-$3.12M$33.8M0.05%Aug 13, 2026
APG Asset Management N.V.Added 36.76%+$3.08M$11.4M0.03%Aug 12, 2026
Agf Management LtdSell 100%-$3.04M$00.00%Aug 10, 2026
Earnest Partners LLCReduce 2.06%-$2.85M$136M0.49%Aug 13, 2026
Capital Fund Management S.A.Reduce 31.27%-$2.83M$6.23M0.03%Aug 13, 2026
Adelante Capital Management LLCNew Buy+$2.74M$2.74M0.18%Aug 17, 2026
Easterly Investment Partners LLCSell 100%-$2.73M$00.00%Jul 23, 2026
Elo Mutual Pension Insurance CoNew Buy+$2.34M$2.34M0.03%Aug 13, 2026
Greenland Capital Management LPNew Buy+$2.29M$2.29M0.28%Aug 12, 2026
Dockside LLCNew Buy+$2.25M$2.25M0.53%Aug 3, 2026
Delta Global Management LPSell 100%-$2.16M$00.00%Aug 13, 2026
First Citizens Bank & Trust CoSell 100%-$2.14M$00.00%Jul 13, 2026
Envestnet Portfolio Solutions, Inc.Sell 100%-$2.01M$00.00%Jul 20, 2026
Partners Group Holding AGReduce 8.17%-$1.99M$22.4M1.53%Aug 4, 2026
Hazelview Securities Inc.New Buy+$1.99M$1.99M0.28%Aug 14, 2026
Metis Global Partners, LLCAdded 201.91%+$1.98M$2.96M0.07%Aug 10, 2026
Holocene Advisors, LPSell 100%-$1.94M$00.00%Aug 14, 2026
Vinva Investment Management LtdReduce 48.31%-$1.83M$1.95M0.01%Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc.Reduce 5.04%-$1.8M$33.9M0.02%Jul 30, 2026
Inspire Investing, LLCNew Buy+$1.7M$1.7M0.07%Aug 12, 2026
Macquarie Group LtdAdded 17.01%+$1.7M$11.7M0.05%Aug 14, 2026
First Trust Advisors LPAdded 13.66%+$1.51M$12.6M0.01%Aug 11, 2026
Bridgewater Associates, LPReduce 56.42%-$1.46M$1.13M0.00%Aug 14, 2026
Mizuho Securities USA LLCAdded 128.92%+$1.45M$2.57M0.02%Jul 28, 2026
CANADA LIFE ASSURANCE CoAdded 4.98%+$1.28M$27.1M0.04%Aug 13, 2026
Polymer Capital Management (US) LLCSell 100%-$1.24M$00.00%Aug 14, 2026
Oak Thistle LLCAdded 39.79%+$1.24M$4.36M0.42%Jul 21, 2026
Pinebridge Investments LLCAdded 37.55%+$1.23M$4.49M0.04%Aug 14, 2026
Fairview Capital Investment Management, LLCReduce 36.50%-$1.22M$2.12M0.11%Aug 14, 2026
Swiss Life Asset Management LtdAdded 32.17%+$1.21M$4.97M0.02%Jul 29, 2026
Blue Sparrow, LLCSell 100%-$1.19M$00.00%Aug 14, 2026
IMC-Chicago, LLCAdded 97.83%+$1.15M$2.33M0.00%Aug 6, 2026
Handelsbanken Fonder ABAdded 11.09%+$1.15M$11.5M0.03%Jul 10, 2026
USS Investment Management LtdAdded 22.89%+$1.15M$6.15M0.02%Aug 11, 2026
Alps Advisors IncAdded 532.43%+$1.1M$1.31M0.01%Jul 29, 2026
Duff & Phelps Investment Management CoReduce 16.01%-$1.1M$5.77M0.05%Aug 13, 2026
Aster Capital Management (DIFC) LtdSell 100%-$1.08M$00.00%Aug 14, 2026
Redwood Investment Management, LLCSell 100%-$1.08M$00.00%Aug 17, 2026
Gotham Asset Management, LLCAdded 16.12%+$1.05M$7.59M0.02%Aug 14, 2026
ASR Vermogensbeheer N.V.Added 95.78%+$989K$2.02M0.02%Jul 20, 2026
iA Global Asset Management Inc.Sell 100%-$968K$00.00%Jul 29, 2026
Fox Run Management, L.L.C.Sell 100%-$944K$00.00%Aug 4, 2026
Nomura Holdings IncAdded 153.53%+$941K$1.55M0.00%Aug 14, 2026
Three Seasons Wealth, LLCNew Buy+$837K$837K0.08%Aug 13, 2026
Park Avenue Securities LLCNew Buy+$820K$820K0.01%Jul 20, 2026
Freestone Grove Partners LPAdded 841.67%+$784K$877K0.01%Aug 14, 2026
Bridgefront Capital, LLCNew Buy+$782K$782K0.21%Aug 14, 2026
Maryland State Retirement & Pension SystemAdded 4.33%+$774K$18.7M0.32%Jul 30, 2026
Jefferies Financial Group Inc.Sell 100%-$769K$00.00%Aug 17, 2026
KLP Kapitalforvaltning AsAdded 9.93%+$759K$8.4M0.03%Aug 12, 2026
NEOS Investment Management LLCAdded 12.05%+$741K$6.89M0.03%Aug 11, 2026
Curated Wealth Partners LLCSell 100%-$741K$00.00%Aug 14, 2026
Intact Investment Management Inc.Reduce 100.00%-$740K$00.00%Jul 20, 2026
Pacer Advisors, Inc.Added 4.56%+$740K$17M0.04%Aug 13, 2026
Ostrum Asset ManagementReduce 70.35%-$730K$308K0.01%Aug 13, 2026

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