ACM
SBAC icon

Adelante Capital Management’s SBA Communications SBAC Stock Holding History

Adelante Capital Management’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.74M Buy
+15,505
New +$3.2M 0.18% 40
2025
Q3 		– Sell
-13,765
Closed -$3.23M – 47
2025
Q2 		$3.23M Buy
13,765
+1,162
+9% +$266K 0.24% 40
2025
Q1 		$2.77M Buy
12,603
+3,783
+43% +$792K 0.21% 39
2024
Q4 		$1.8M Buy
+8,820
New +$1.99M 0.12% 38
2024
Q2 		– Sell
-7,083
Closed – – 43
2024
Q1 		$0 Sell
7,083
-1,272
-15% -$283K ﹤0.01% 47
2023
Q4 		$2.12M Buy
8,355
+470
+6% +$106K 0.15% 34
2023
Q3 		$1.58M Buy
7,885
+700
+10% +$156K 0.13% 36
2023
Q2 		$1.67M Hold
7,185
– – 0.15% 35
2023
Q1 		$1.88M Sell
7,185
-305
-4% -$83.9K 0.16% 34
2022
Q4 		$2.1M Buy
7,490
+1,025
+16% +$285K 0.18% 33
2022
Q3 		$1.84M Buy
6,465
+1,270
+24% +$412K 0.14% 35
2022
Q2 		$0 Sell
5,195
-1,230
-19% -$415K ﹤0.01% 43
2022
Q1 		$2.21M Buy
6,425
+385
+6% +$125K 0.11% 35
2021
Q4 		$2.35M Buy
6,040
+495
+9% +$174K 0.1% 39
2021
Q3 		$1.83M Sell
5,545
-265
-5% -$91.7K 0.09% 38
2021
Q2 		$1.85M Buy
+5,810
New +$1.74M 0.1% 38

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Adelante Capital Management's SBAC Position: Q2 2026 in Review

Adelante Capital Management opened a new position in SBA Communications (SBAC) in Q2 2026: 15,505 shares worth $2.74M. The stake represents 0.18% of the portfolio and ranks #40 among its holdings. This is a return to the name: Adelante Capital Management previously reported a position in SBAC as recently as Q2 2025.

Adelante Capital Management first reported a position in SBAC in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.23M in Q2 2025. 683 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Adelante Capital Management held 15,505 shares of SBA Communications worth $2.74M as of Q2 2026.
  • SBA Communications was a new Adelante Capital Management position in Q2 2026.
  • SBA Communications made up 0.18% of Adelante Capital Management's portfolio in Q2 2026, its #40 holding.
  • Adelante Capital Management first reported a position in SBA Communications in Q2 2021 and has held it in 16 quarters since.
  • Adelante Capital Management's SBA Communications position peaked at $3.23M in Q2 2025.
  • 683 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Adelante Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.